How to add document for printing – Winner Bizz

Summary

General
- Locations
- Placing the imported document
Locations of documents

General

Locations

Users can add documents from 5 locations:

Graphical batch print
Sales conditions
Follow-up documents
Document box
Existing file

Placing the imported document

PDF: if the document is a pdf it can be placed before or after the chosen printing type
Other documents: they can be placed before, after or inside the chosen printing type
Move up & Move down: Place the document on top, below or inside the printing steps.
Merge pdf documents together: Example, if you send by email you will have only one attachment

Locations of documents

Graphical batch print

Go to the Sales tab and select Design system settings.
Select the company.
Go to the Printouts tab and select New.
Configure the batch print
Select Close.
Print the document.
In the printing list go to the "All" tab
Select Add.
Select From graphical batch print.

Configure and add general sales conditions

Go to Sales tab and select Sales settings.
Select the Sales conditions tab.
Add the Sales conditions.
Print the document.
In the printing list go to the All tab.
Select Add.
Select From sales conditions.

Follow-up documents

If the user selects this option, a window containing all the documents in the follow-up related to the document you want to print is displayed. The user may choose several.

Document box

The documents in the document box can be found by clicking the icon located in the top right corner:

Print the document.
In the Printing list go to the All tab.
Select Add.
Select From document box.

Existing file

Users can add a file directly from their PC.

Print the document.
In the Printing list go to the All tab.
Select Add.
Select Existing file.