Reports (5.x)

How to Modify Terms and Conditions on a Process Report
Summary This article will explain how to modify existing Terms and Conditions on a Process report.  More Information Before modifying a report, ...
Mon, 9 Jul, 2018 at 5:01 PM
How to Modify Process Reports in SalesPRO
Summary This article will explain how to tailor delivered Process Reports for your company-specific information.  More Information There are common se...
Tue, 10 Jul, 2018 at 8:39 AM
How to Add a Logo to your process Reports
Summary In this article, you will learn how to add your company logo to the standard process reports (quote, invoice, order confirmation ,etc.). More I...
Tue, 10 Jul, 2018 at 9:09 AM
Running Reports
More Information These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related...
Tue, 10 Jul, 2018 at 9:12 AM
How to add customer contact name to process reports
Summary This article will describe how to add the contact name field to your process reports (quotes, order confirmations, etc.).  There are two sections t...
Tue, 10 Jul, 2018 at 9:22 AM
How to modify email templates in SalesPRO
Summary SalesPRO provides templates for use when emailing quotes and sales to customers.  These templates can be easily modified to suit your company'...
Tue, 10 Jul, 2018 at 10:38 AM
Managing what Clients see in a Process Report: Option Detail Settings
Summary This article will explain how to manage or control the product specific information (i.e. Width, Height) you and your clients see in Order Entry an...
Tue, 10 Jul, 2018 at 10:53 AM
How to enter and use multiple installation addresses for a customer
Summary You may have customers with one billing address and multiple installation addresses.  For example, if your customer is a Property Management compan...
Tue, 10 Jul, 2018 at 11:02 AM
How to show Installation, Shipping and Other Charges as Separate items on Process Reports
Summary Beginning with version 5.0.227, you can now choose to separate Installation, Shipping and Other charges on process reports. This is a two step proc...
Tue, 10 Jul, 2018 at 11:07 AM
How to enable individual column totals on process reports
Summary Beginning with version 5.0.227, you can now show a total for many numeric columns in order entry on your process reports.  This article will provid...
Tue, 10 Jul, 2018 at 11:12 AM