How to print/download documents

Modified on Fri, 14 Aug, 2020 at 4:30 PM


To print a Sales/Purchase order.


Step 1: Click on the sales order which you need to print

Step 2: Select the output type in case you have more then one assigned to your account

Step 3: Click on Print, choose from options if you want to print the document with or without a signature.



Step 4: Document will open in preview mode, with options to Direct Print or Download

a) Select option 1 to print the document.

b) Select option 2 to download the document in Word or PDF file.  




To print Shipment Documentation


Step 1: Click in the shipment for which you want to print documents and select print 


Step 2: A pop-up will appear, where the user has the ability to select the documents to be printed. The user can print either one document at a time or all documents at the same time.




Note: User has the ability to choose:

        

  1. Whether the documents are to be printed with or without a signature
  2. The various documents under that particular shipment that are to be printed
  3. The output types for each document.


If you only need to print 1 document, then select the document by clicking on the left side checkbox. 


Step 3: Once you click in Submit, a print preview of the document will appear on the screen. You can select whether to print or download as a PDF/ Word file as mentioned in the above sales order example.




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