Setup Print and Email for Quote and Invoice Management

The below instructions explain how to setup Report Mapping for Quote and Invoice Management. These settings are used when Previewing, Printing and Emailing from Quote and Invoice Management.

1. From the Main Screen of Retailer, click Setup -> Point of Sale
   
2. Open the Terminals tab.
   
3. Under the list of Terminals, open the Report Mapping tab
   

Quote and Invoice Management uses the following Report Types:

1. Customer Quote
   
2. Proforma
   
3. Reserved Pickslip
   
4. Customer Invoice
   
5. Customer Pickslip
   

Each Report Type needs a line in Report Mapping to Preview or Print. If you wish to email, then you need to add a second line for the following:

1. Customer Quote
   
2. Proforma
   
3. Customer Invoice
   

Add Report Mapping

1. In the Report Mapping list, look for the Report Type, for example, Customer Quote. If it not in the list, click the plus button to add a new line and select Customer Quote as the Report Type.
   
2. In the Printer column, select the Printer you wish to print to. Alternatively, select Preview as the Printer.
   
3. Choose a Template from the list. eg Tax Included Invoice
   
4. To remove Report Mapping, click the Report Mapping line and click the minus button or press the Delete button on the keyboard
   
5. Once complete, click the Green Tick to Save.
   
6. If you wish to email the quote, repeat these steps and choose 'Email Customers via Retailer' as the Printer. Make sure you select the same Template as the Print line.
   
7. Repeat these steps for each Report Type listed above.
   

Report Mapping options for printing and emailing are set per Terminal. Repeat the above steps for each Terminal you wish to use Quote and Invoice Management.
You can only see the correct available printers for the current Terminal. Be sure to go to each Terminal and check these settings from each one.

Once complete, the following lines should be visible in the Report Mapping list, in addition to the Report Mapping for other Report Types.

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