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QuoteWerks Knowledgebase Topic (Article ID 6130)

Print Layouts - Differences Between

This information applies to :

Article ID
6130

Created/Updated
July 17, 2019

Category
Print Layouts


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
What are the differences between the various default Print Layouts?:

Standard Quote, Order, and Invoice layouts are differentiated by the document type/label in the upper right of the layout.



Purchase Order Layout:
-Used for buying from a vendor or multiple vendors.
-By default, the layout displays contact information for the company preparing the purchase order, the Vendor(s), the Ship To record, and the Sold To record.
-Does not display comment lines, running subtotals, subtotals, group header lines, % charge lines or % discount lines (discounts are taken into account, but not displayed).
-By default, the layout displays the following line item fields: Vendor Name, Vendor Part Number, Description, Unit Cost, Total Cost, and Total Extended Cost.
-If more than one vendor is being ordered from, there is a box in the Print Document screen which will print a Purchase Order for each vendor if checked.
-If this box is not checked, the vendor contact information will not be displayed in the finished PO and all line items will be grouped together.

Sales Order Layout:
-Typically used internally to give information about the current sale including the Sales Rep., Commission Amount, the Profit Amount, and the Profit Percent.
-By default, the layout displays the following line items: Quantity, Description, Unit Cost, Extended Cost, and Extended Price.
-By default, the layout displays contact information for company preparing the quote, Sold To company, and Ship To company.
-Does not display comment lines, running subtotals, subtotals, group header lines, % charge lines or % discount lines (discounts are taken into account, but not displayed).

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