Print Detailed Summary

This summary provides the customer with the details of their custom frame job which includes any discounts given on individual components.

  • This report prints multiple Work Orders per page depending on the number of components.

  • All Work Orders for the same customer, which were created on the same day, will appear appear on the same Summary.

  • To separate orders onto different summary reports or batch orders from other dates onto the same summary, use the Job# field. See: Group Work Orders Together

  • This report is often used

    • to show discounts given on individual framing materials, and

    • for customers who are submitting insurance claims.

Printed Example

How to Print a Detailed Summary for Work Orders

  1. Go to the specific Work Order you need to print.

  2. Click the Print Documents sidebar button.

  3. The Print Documents window appears.

  4. Choose Detailed Summary.

  5. A print preview of the document appears.

  6. Click Save as PDF or Continue to print.

OR

  1. Go to the specific Work Order you need to print.

  2. In the menu bar, click Print and then select Detailed Summary.

  3. A print preview of the document appears.

  4. Click Save as PDF or Continue to print.

 

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