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Set e-mailing and printing in an entry layout

For each part of the process (quotation, goods receipt, sales order, invoice, etc.) you can use the entry layout to specify how it should be issued to the contact: by e-mail or in print. Here you can set, for instance, whether you always or never want an order to be e-mailed, or that a question should appear.

This setting only applies when you manually complete the entry layout and if it matches the preferred issue method you have set for each contact. If the setting in the entry layout and the preferred issue method for the contact are not the same, nothing happens.

For the sales invoice, counter/direct invoice, subscription invoice, course invoice and project invoice, if the Invoice to field is completed, the preferred issue method of the sales contact from that field is used.

This means that the following will occur in case the below settings are used:

 

 

Preferred supply type for sales/purchase contact

Entry layout setting:

Print

E-mail

Print and e-mail

Print

Always

Print

Nothing

Print

 

Questions

Pose question

Nothing

Pose question

 

Never

Nothing

Nothing

Nothing

E-mail

Always

Nothing

E-mail

E-mail

 

Questions

Nothing

Pose question

Pose question

 

Never

Nothing

Nothing

Nothing

To set the supply type of the entry layout:

  1. Go to: General / Management / Entry layout .
  2. Go to the tab: General settings.

    Set order e-mailing

    Set order printing

Directly to

  1. Configure report e-mailing and printing
  2. Change/add reports
  3. Authorisation
  4. Configure the queue for printing reports
  5. Configure report e-mailing
  6. Configure a sales contact for e-mailing and printing
  7. Configure a purchase contact for e-mailing and printing
  8. Change a view for processing
  9. Configure e-mailing and printing in an entry layout
  10. E-mail and print reports (usage)

Process

Configure e-mailing and printing

Work area

app