Print General Summary
Give this document to a customer as a record of the items left in your care and how they are to be framed.
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This document prints up to four Work Orders per page.
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It prints a limited number of components, such as, 4 frames, 4 mats, 4 fillets, 1 mat design, 1 hardware, 1 extra, 1 glass, 1 fitting.
Printed Example
How to Print a General Summary for Work Orders
Note: The General Summary can also be printed when posting a Work Order(s) to an Invoice.
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Go to the specific Work Order you need to print.
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Click the Print Documents sidebar button.
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The Print Documents window appears.
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Choose General Summary.
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A print preview of the document appears.
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Click Save as PDF or Continue to print.
OR
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Go to the specific Work Order you need to print.
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In the menu bar, click Print and select General Summary.
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A print preview of the document appears.
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Click Save as PDF or Continue to print.
Send a General Summary for Work Orders
Send this document to a customer as a record of what items they have left in your care and how they are to be framed.
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This report lists up to four Work Orders per page.
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It shows a limited number of components, such as, 4 frames, 4 mats, 4 fillets, 1 mat design, 1 hardware, 1 extra, 1 glass, 1 fitting.
How to Save as PDF that can later be emailed
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Go to the specific Work Order you need to print.
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Click Print Documents sidebar button.
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The Print Documents window appears.
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Be sure that the print settings (bottom) fields for Pause On Preview and Show Print Dialog Box are both are set to Yes.
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Click the General Summary button.
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A print preview of the document appears.
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Click the Save as PDF button.
The Save Records as PDF dialog box appears. -
In the File name field type the name you wish to use for this document.
Tip: Use the Work Order number or the customer’s name.
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At the top of the window, in the Save In field, select the location where you would like to save the document.
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Click Save.
The print preview window reappears. -
Click Continue.
The print dialog window appears. -
Click Cancel.
The print preview and print dialog windows close.
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