Print Packet allows printing multiple documents at once from proposal, service order, install order, or invoice.
To setup print packet follow these steps:
- Configure reports to show in print packet:
- Go to Reports>Customize Reports
- Search and select the report you want to include in print packet. Note that different reports are available for different modules which you can see in availability tab.
- Select Report Specifiers tab
- Check "Allow on Print Packet Menu
- Repeat for all reports you want available to print
- Run Print Packet on an Order
- Go to any order such as proposal, service, install or invoice depending on the reports you selected from above
- Select Actions>Print Packet
- Select the reports you want to print.
- Select Print. The reports will open one at a time for you to print.