Note: These settings have been moved in GlasPacLX version 7. Find them under Orders>Print Setup.
Use these instructions to set default printing options for insurance and non-insurance auto and flat glass quotes, invoices, cash sales, and workorders.
Having these options available for the different types of insurance and non-insurance orders lets you customize the information you would like to show (or hide) on your order printouts for your non-insurance work orders. For example, you can set your default printer settings to allow non-insurance Workorders to print differently than Insurance Workorders.
To open either the Autoglass or Flatglass Print Options, select Company, Settings…, Branch Settings, Order Printing, and then either Autoglass Print Options or Flatglass Print Options, depending on the type of document you are formatting.
Select the type of document (i.e., Auto Quote, Auto Customer WorkOrder, Auto Insurance WorkOrder, Auto Customer Invoice, Auto Insurance Invoice, Flat Quote, Flat Customer WorkOrder, Flat Insurance WorkOrder, Flat Customer Invoice, Flat Insurance Invoice). The print options for the various document types may differ slightly.
Go through each order type (cash sale, insurance quote, etc.) and check the boxes next to the items you want to print. Checked boxes indicate that the associated print option is in effect for the selected order type. To switch a print option on or off, click in the field or tab to it and press the space bar.
The Order Print Options are split into section divisions: Header, Detail, Total, and Extra. This is intended to make the correlation between print options and the order easier to locate and identify when selecting options.
Descriptions of Print Option Settings:
Not all options listed here may be available based on the type of document and other configuration settings of GlasPacLX.
Business Heading - Select this box to have the Branch’s Name, Address, and Phone Numbers print in the top left of this order. Autoglass/Flat Glass Print Options: Business Heading Note: Clear this box if printing them on preprinted forms.
Remit Address - Select this box to have the Remit to Address (From Standard tab in Branch Maintenance) print out on the order header. The Remit to Address is the address to which payments are to be sent (e.g., company or company’s accounts receivable department).
Time On Form - Select this box to have the current time (at printing) printed under the date on this quote, workorder, or invoice.
Original Ref Number on Refunds - Select this box to reference the original invoice number on a credit in the page header on refund statements.
Customer/Insurance Invoice Number Ref - Select this box to print the customer’s invoice number, as a reference, on the insurance company’s invoice; and the insurance company’s invoice number printed on this customer’s invoice.
Suppress Federal Tax ID - Select this box to stop the federal tax ID from printing.
Prices - Select this box to have the Sell and the Total columns printed. If unchecked, no pricing details will appear on printout, even if List Price Column and Discount Percent Column are checked
List Price Column - Select this box to print the data from the List Price column (on the Estimate window). This means that the price of the item before any discount is included on printed invoices, quotes, or workorders. Note: This option will not work unless the Prices option is also checked.
Detail Line Items - Select this box to have the Qty, Part Number, Description, List Price, Discount %, Sell Price, and the Total printed out.
Kit Components -
Discount Percent Column - Select this box to print the data from the Disc % column (in the Estimate window). This means that the discount for the customer is printed. Note: This option will not work unless the Prices option is also checked.
Auto W/S Graphic on Repairs - Select this box to include a diagram of the location of windshield repairs.
Blank Line Between Detail Items - Select this box to have a blank line inserted between each detail line item (double-spaced) on the printout.
SQFT and SQFT Price on Order - Select this box to print pricing units (e.g., number of square feet) and price per unit (e.g., price per square feet) under the regular item.
PO Number as Line Note -
Suppress List Price and Discount on Markups - Select this box to prevent the list price and discount percent from printing with a markup (negative discount).
Suppress Fractional Portions of Discount Percent - Select this box to print all the discount percents rounded to the nearest whole number. Note: Must have a decimal discount on an order to see this. (i.e., 25.2%).
Suppress Child Lines on Combined Flat Glass - Select this box to stop child lines from printing when the Combine Total Flat Glass option is also selected.
NAGS estimated hours - Select this box to print the estimated NAGS hours on NAGS Labor items.
Item Warranty Info on Order - Select this box to have the warranty number and the warranty expiration date print out under the miscellaneous line items.
Combine Total Flat Glass - Select this box to combine the main items (bold type) with their sub-items (italics) (e.g., fabrications, options, etc.) on the line totals when printing.
Lot Numbers on Order - Select this box to print the Lot Number (of adhesives or other items) under the regular line item. Note: This information is entered on the order from the Edit Line window for miscellaneous parts on an order.
Print Labels -
Installation Data - Select this box to have the installation details (From Installation Data section of the General Info window) print out on the order.
Installation Notes - Select this box to print Location and Instructions.
Suppress Payment Line -
Suppress Dimensions -
Sub Total - Select this box to print the subtotal (price before taxes) at the bottom of this quote, workorder, or invoice.
Terms Code - Select this box to print the Bill To Terms Code at the bottom of this quote, workorder, or invoice by the Total.
Release Authorization - Select this box to have the authorization message appear on the order.
Tax - Select this box to print the tax at the bottom of this quote, workorder, or invoice.
Totals - Select this box to have (all) totals printed out on this quote or workorder.
Discount Code - Select this box to have the Discount Code (Discount IDs) printed on the bottom by the total.
Insurance Total Amount - Select this box to have the Insurance invoice’s total amount printed on this customer’s version of the invoice.
Collect From Customer -
Print Preview - Select this option for GlasPacLX to always display the print preview of the on the screen when the Print and Save button is clicked. If not checked, the order is printed without displaying the Print Preview window.
Print State Compliance -
Print QSSR Form on Lynx Orders - Select this option for GlasPacLX to display the following Customer Service Record window for orders originated from Lynx.
Print QSSR Form on all Orders - Select this option for GlasPacLX to display the following Customer Service Record window for all orders.