Setup Print and Email for Quote and Invoice Management

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.

    • Related Articles

    • Quote and Invoice Management Setup

      Changing Quote and Invoice Management Settings From the main screen of Retailer, click on Stock Maintenance -> Quote and Invoice Management. Near the top left, click on Setup. Default Delivery Date is # days from Created Date – Lets you set the ...

    • Print or Email Customer Invoices and Receipts (also in bulk)

      In the Customer screen, you can email or print out a customer's invoices/receipts from a button near the bottom right of the screen. This can be done in bulk as well. To email invoices/receipts, your email needs to be setup in Retailer first. Click ...

    • Email Setup

      This advice sheet explains how to setup Emailing in Retailer to send emails from your existing Email Accounts. These settings are used to send emails to Customers, Suppliers or business owners. These steps are for Retailer 3.1 and newer versions. ...

    • Processing / Ageing Statements (Print / Preview / Email)

      Considerations Customer statements are generally printed and sent once a month and are only used if you have customer accounts in Retailer. These are similar to statements that one would receive from the bank or utility (water, electricity etc.) ...

    • Creating an Invoice in Quote and Invoice Management

      In the Quote and Invoice Management the last and final step is to create an invoice. It is during this process that you assign your serial numbers to items contained on the invoice. Creating an Invoice from a Quote Quotes for Non-Account Customers ...