Traverse Global v11.2 - Service Repair
Use the Print button, on the toolbar, to print reports. The reports available to print are determined by the transaction type.
- If the transaction type is Quote, the Quote report is available to print.
- If the transaction type is Estimate Job or Approved Job, the Estimate report is available.
Other reports available to print include the In-House Estimates, Material Pick List, Quick Delivery Ticket, Job Card, and Job Card Label reports.
If the job transaction has the Invoice From field set to Detail, and you are printing an online Quick Delivery Ticket, you will have the option to select Print Prices and/or Print Detail on the report pick screen.
Print Estimates or Quotes
When you print job estimates or job quotes from the Job Transactions screen, the Print Estimate/Print Quote screen appears.
- Mark the Additional Descriptions check box to include additional descriptions on the estimate/quote.
- Mark the Total Estimate Tax check box to print the total estimate tax on the estimate/quote.
- Mark the Freight to Bill check box to print the freight to bill amount on the estimate/quote. In order for the tax on freight to print on the Estimate, you must check both the Total Estimate Tax box and the Freight to Bill box.
- Mark the Total Estimate check box to print the total estimate amount on the estimate/quote.
Click a command button to
| Click | To |
|---|---|
| Print the report. | |
| Output | Output the report as a PDF. |
| Send | Save the report as a PDF and attach it to an email using your default mail program. |
| Preview | View a preview of the report. |
| Reset | Set all fields to their default values. |
| Activity | Open the Activity Log for the report. |
| Search Document | Search and reprint archived documents if you are using document archiving. |
| Search Document Queue | Search the email queue for documents that have not yet been sent. |