Printing of documents can be done only once the documents are saved. Only a single document can be printed. Through the Advanced Search option, bulk printing can be done.
For some type of entry, multiple documents can be tagged for printing. Example, for each Tax Invoice printed, a Statement of Accounts can be automatically printed along with the tax invoice.
For each entry type, i.e. transaction forms like money receipt, purchase order, invoice formats which are set as default, will automatically be shown. Different default formats can be setup for Business Units and type of documents too.
Single and Bulk document printing
A single document can be printed only once the document is saved. Only the saved document can be printed. A range of document numbers cannot be selected for printing. The Print Dialogue Box will open from where document will be sent for printing.
Once click on Print, it will display all set formats
Bulk printing of documents can be done from Advanced Search option. The documents which are to be printed are selected and Print button is clicked as shown below.
Printing of multiple different formats for each document
For some documents, as listed below, more than one different format can be printed for each document. All the formats which are tagged will be printed sequentially for each document, and then the process will be repeated for the second document numbering. Example, with each Booking, a Welcome letter will be sent along with the booking details, Statement of Accounts with Tax Invoice (Booking-multiple Format). Another example, Work Order – Covering letter, schedule of items, term and condition. (Wo-Order print)
1. Application Details
2. Booking
3. Agreement
4. Allotment
5. Offer of Possession
6. Possession
7. Proforma Invoice
8. Invoice
9. Credit Note
10. Reminder
11. Receipt
Default format setup
Document formats are created through Administration > Designer > Document Design page. Document formats are defined for each entry type. They can be further setup for a Business Unit and/or Type of Document for the Entry type.
Defaults are displayed automatically. Select from the list of formats to change printing format.
Default Format for Business unit and document type wise
Format can be created for a Business Unit and document type wise from Administration > Designer > Document Design page
Click on any where of Format Name column, it will open the window for selection of Business Unit and Document Type.
Set Business Unit and Document type from drop down list and click on Submit to save, Default value will be set to ‘Yes’.
At the time of printing, the previously set formats will come as default based on Business Unit and Document Type, however user can change the format if required.
Multiple print format selection : User can select multiple format for Printing
In Advance Search, the selected document remain tagged and can be used for sending Email/SMS after printing documents. The documents remain tagged until the user exits from the advance search screen.
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