Bulk Order Printing Follow

Bulk Order Printing

The Bulk Order Printing feature lets you sort through all of the orders in the system and then print them out all at once. This is especially useful when you want to send out invoices in bulk to your account customers, instead of printing out each invoice individually.

 

1.        From the GlasPacLX menu bar, select File and then Bulk Order Printing to display the following window.

Bulk_Printer.gif

2.        In the �Start Date� and �End Date� fields, use the drop-down calendars to set a beginning and end date range from which to filter orders.

3.        In the �Customer� field, type the name of the customer�if you want to restrict the orders that appear to a certain customer.

4.        In the �Insurance� field, type the name of the insurance company�if you want to restrict the orders that appear to a certain insurance company.

5.        In the �Branches� section, click on the Select button to display the following window.

Select_Branches--Bulk_Printer.gif

The Select Branches window lists all of the available branches from which you can pull the orders. By default, all branches are selected.

To deselect a branch, click on the check mark(s) next to the corresponding branch(es). To deselect all branches at once, click the Unselect All button. This may make it easier if you only want to print orders from a few branches.

To reselect all of the branch(es), click the Select All button.

When you have selected the branch(es) you want, select the Save and Close button to return to the Bulk Printer window.

6.        In the �Order Type� section, select the order type(s) that you want to print. Each order type with a checkmark will appear in the list. Your choices are:

Quote Select this option to include quotes in the order list in the Bulk Printer grid.

Workorder Select this option to include workorders in the order list in the Bulk Printer grid.

Refund Select this option to include refunds in the order list in the Bulk Printer grid.

Cash Sale Select this option to include cash sales in the order list in the Bulk Printer grid.

Invoice Select this option to include invoices in the order list in the Bulk Printer grid.

 

7.        In the �EDI Invoices� section, if you do not want to print out EDI Invoices, you can filter them out of the list by selecting or deselecting the following options.

Only Non-EDI Select this option to include only non-EDI orders in the order list in the Bulk Printer grid (This is the default setting).

Only EDI Select this option to include only EDI orders in the order list in the Bulk Printer grid.

Both Select this option to include both EDI and non-EDI orders in the Bulk Printer grid.

 

8.        In the �Install Information� section, you can also filter by installer and/or an installation date range.

In the �Start Date� field, use the drop-down menu to select the beginning date of the installation date range from which you want to filter invoices.

In the �End Date� field, use the drop-down menu to select the last date of the installation date range from which you want to filter invoices.

In the �Installer� field, enter the name of an installer whose jobs appear on the invoices you are looking up.

To set the current criteria as the default, select the Set Default button.

To return the filtering criteria to the previous default, select the Clear button.

9.        After you have finished selecting your filtering criteria, select the Find Now button. The orders you have specified appear in the Bulk Printer grid, as shown in the first image of this topic.

By default, all orders in the grid are selected. To deselect them, select the Unselect All button. You can select specific orders and ranges of orders using regular Windows line selection methods.

To select specific ranges of orders, click on one line while holding down the [Shift] key and clicking on another line.

To select multiple random orders in the list, click on each order while holding down the [Ctrl] key.

To reselect all orders, click the Select All button.

Note: If you want to view a specific order, click on the line with that order and select the Open Order button.

10.        When you are ready to print, select the Print Selected Orders button.

Note: Bulk printed orders are in a different class than regular printed orders. This will only be apparent when viewing order history reports, where they will appear as �bulk printed.�

 

For details on printing individual orders, see Printing Quotes and Workorders.

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