The Print Order button allows you to print the current state of any order, including Jobs, Layaways, Special Orders, or Sales. This feature is available even before the order has been added to the Point of Sale (POS) system or before a receipt has been issued, such as with draft orders.
You can use the Print Order button to provide quotes to your customers or to generate up-to-date balance statements for open orders. This ensures that both you and your customers have accurate and timely information regarding the status of any order at any stage of the process.
How to: Print Orders
Access the Order Record Page
Navigate to the module corresponding to the order type you want to print (e.g., Job, Layaway, Special Order, or Sale).
Open the specific record for the order you wish to print.
Locate the Print button
On the order record page, look for the Print button in the top-right corner of the page
Initiate Printing
Click the Print Order button.
Review the document to ensure all information is accurate and complete.
Finalize Printing
Click the Print button.
Select the appropriate printer and settings (e.g., paper size, orientation).
Click Print to complete the process.
How to: Send Email with the print preview attached
Access the Order Record Page
Navigate to the module corresponding to the order type you want to print (e.g., Job, Layaway, Special Order, or Sale).
Open the specific record for the order you wish to print.
Locate the Print Button
On the order record page, look for the Print button in the top-right corner of the page
Send Email
Click the Email button in action button menu.
Provide First Name, Last Name and Email.
Click Send to email the order with the print preview attached.
How to: Send SMS with the print preview attached
You can choose how to notify a customer with print preview attached via SMS when their order is ready for pickup.
💡Note: If you don`t have SMS button in the document, please contact your administrator.
Access the Order Record Page
Navigate to the module corresponding to the order type you want to print (e.g., Job, Layaway, Special Order, or Sale).
Open the specific record for the order you wish to print.
Locate the Print button
On the order record page, look for the Print button in the top-right corner of
Send Email
Click the SMS button in action button menu.
Provide First Name, Last Name and Phone.
Click Send button to send SMS that the order with the print preview attached.