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Quantum VS Help: Sales Desk |
An Acknowledgement Note (also known as an Order Acknowledgement) is a document which may be printed on Completion of the Sales Order to give to the customer to act as confirmation of the sale.
A Sales Order Acknowledgement Note is printed automatically on Sales Order Completion if the Acknowledgements Required field in the General tab of the Customer record (see General Details Tab: Viewing A Customer's General Details) has been checked.
To manually specify that an Acknowledgement Note will be printed on Completion of the Sales Order, check the Acknowledgement Note field in the Properties: Document Panel:
The default output method and Customer Contact is the one defined for the document type 'Acknowledgement' in the Document Defaults Tab for this Customer. If no Document default is specified, the default 'print' destination is the default specified for the document type 'Acknowledgement' in your User record > IO Control Fields tab.
Notes: (1) You may use Print Groups to view, print and email/fax any document saved to Disk (i.e. to the Linux Host Server). (2) Many Quantum VS document types and Reports are output as XML files which the system automatically converts into 'formatted' PDF files which may be printed via a printer, sent by email, faxed, saved to disk or sent via the Quantum VS XML Highway. See Setting Up XML To PDF Document Printing.
You may specify an alternative print location for this Sales Order Acknowledgement Note. This will override any defaults for this document only. To do this:
1. When the document is open, select Printer > Print Options from the Toolbar - Sub Menu.
2. The Print Option Window displays:
Select print options by checking Print, Fax, Email and/or Disk and entering the print destination as necessary in the field to the right.
Selecting XML Highway means the document will be transmitted to the Customer Contact via Quantum VS Highway. For this option to be available, XML Print Records must be configured - see Configuring XML Print Records For Quantum VS Highway.
When you have finished selecting Print Options, click OK.
This will store print options until the Sales Order Acknowledgement Note is printed (automatically or manually).
You may manually print - or reprint - a Sales Order Acknowledgement Note. This will override any defaults for this document only. To do this:
1. When the document is open, select Printer > Print from the Toolbar - Sub Menu.
2. The Print Option Window displays:
Select print options by checking Print, Fax, Email and/or Disk and entering the print destination as necessary in the field to the right.
Selecting XML Highway means the document will be transmitted to the Customer Contact via Quantum VS Highway. For this option to be available, XML Print Records must be configured - see Configuring XML Print Records For Quantum VS Highway.
3. When you have finished selecting Print Options, click OK.
4. The document is 'printed' to the specified location. A dialogue window will indicate that printing was successful. Click OK to close it.
NEXT: Holding A Sales Order