Stock Extra: Print Price List and/or Order form |
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Go to Stock > Stock Extra > Print price list and/or Order form
Hover the mouse over the different fields on the form. If the cursor changes to a hand (
) , click to get more information.
Usage:
1) To print a specific price list.
2) To export a specific price list to an Excel order form.
You can email the Excel order form to your clients, who can fill it in, email it back to you and you can import it directly into a sales order.
1) Link an item to a price list. This you can do in the Main Inventory Form > Additional Info tab (See image below)
Once you have linked your items to a price list, you can either print the price list or export it to an Excel order form (see image below).
Go to Stock > Stock Extra > Print price list and/or Order form. The following form will open.
Field |
Description of the field |
Select the price list you want to print |
|
Change selected label |
If you want to change the name of the Label. |
Price Level |
Which price level would you like to print or export. SI+ has 10 different prices per item, as shown in the Inventory Main form. |
Print Selected |
Print the selected price list. You can design your own price list. |
Excel Order Form |
|
Export Stock Levels |
If the client/dealer must see how much stock you have. |
Export Prices |
If the client/dealer must see the items price. |
Export Price Inclusive |
Toggle between Inclusive or Exclusive |
Stock Group Filter |
Select which stock group to use. |
Click on the Export to Excel Order Form button.
The data will be exported to an Excel file and the following image will pop up, telling you the name and location of the file.
You can now email the file to the client or dealer, who can fill it in and email it back to you.
After you have received the filled-in order form, you can go to Quote/Sales Order > New Sales Order, select the customer, click on Extra, and select Import from Excel.
