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:

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

   In the entry layout you specify if you want to automatically e-mail an order once it is completed.

   Per entry layout you can set one of the following options:

   • Always - Profit will always e-mail the order immediately, as soon as you complete the order.
   • Never - Profit will never e-mail the order when the order is completed.
   • Pose question - On completion of the order, Profit will ask whether you want to e-mail the order.

   You can set this for all order types (quotation, order, packing slip, etc.) via the various entry layouts.

   Note:

   Whether or not a report is eventually e-mailed, depends on the issue method set for the sales contact. Only the supply method matching the setting entered here (e-mail and/or print) is performed.

   To set e-mailing for an order:

   1. Go to: General / Management / Entry layout.
   2. Open the entry layout properties
   3. Go to the tab: General settings.
   4. Select a value for E-mail order.
   5. Click on: OK.

   Set order printing

   In the entry layout, you specify whether you want to print the order once it is complete.

   In this case you have the following options:

   • Always - Profit always prints the order immediately, as soon as you complete the order.
   • Never - Profit never prints the order when the order is completed. You must do this manually afterwards using the Print action.
   • Pose question - On completion of the order, Profit asks whether you want to print the order.

   You can set this for all order types. So this also applies to the entry layouts for the basic order, quotation, packing slip and invoice.

   Note:

   Whether or not a report is eventually printed depends on the issue method set for the sales contact. Only the issue method that matches the setting entered there (e-mail and/or print) is performed. That means that if you want to print, an option including printing must be listed there too.

   To set order printing:

   1. Go to: General / Management / Entry layout.
   2. Open the entry layout properties.
   3. Go to the tab: General settings.

      

   4. Select a value for Print order.
   5. Click on: OK.

   See also:

   • Set e-mailing and printing in an entry layout