Updated: 24.04.2023

Print Documents

This section describes how to print documents.

Note

Print documents can have a unified layout as well as a company-specific header/footer.

To set up a header/footer, proceed as described in Set up company-specific documents

This chapter covers the following topics:

This section describes how to print a sales shipment.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Posted Sales Shipments.
  • The page Posted Sales Shipments is displayed.
  • Select a posted sales shipment that you would like to print out.

Tip

You can also select multiple sales shipments. Press the Control key to select a single sales shipment. Press the Shift key to select multiple sales shipments at the same time.

  • Click Actions in the menu bar.

Note

If you cannot find Actions, click on More Options in the menu bar.

  • Select Print... from the submenu.
  • The print wizard opens.

Print wizard for posted sales shipments

  • In the Printer field enter the printer that you would like to use to print out the sales shipment.
  • You can adjust the following settings via the Options area:
Option Description
Hide Header/Footer If you activate this option, the header/footer won’t be included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) won’t be included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers will be included on the printed document instead of the item numbers.
Print Customer Signature Activate this option if you want to include a field for the recipient signature on the printed document.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following buttons:
Button Description
Send To... Click this button to export the document as a PDF, Word or Excel file.
Print Click this button to print the document.
Preview Click this button to display a preview of the document.
Cancel Click this button to cancel the printing command.

The following section describes how to print a sales quote.

This section describes how to print a sales quote.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Sales Quotes.
  • The page Sales Quotes is displayed.
  • Select a sales quote that you would like to print out.

Tip

You can also select multiple sales quotes. Press the Control key to select a single sales quote. Press the Shift key to select multiple sales quotes at the same time.

  • Click Print/Send in the menu bar.
  • Select Print....
  • The print wizard opens.

Print wizard for sales quotes

  • In the Printer field enter the printer that you would like to use to print out the sales quote.
  • You can adjust the following settings via the Options area:
Option Description
Hide Header/Footer If you activate this option, the header/footer won’t be included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) won’t be included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers will be included on the printed document instead of the item numbers.
Print Customer Signature Activate this option if you want to include a field for the recipient signature on the printed document.
Change Report Name Activate this option if you want to change the name of the document from Quote to Cost Estimate.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following buttons:
Button Description
Send To... Click this button to export the document as a PDF, Word or Excel file.
Print Click this button to print the document.
Preview Click this button to display a preview of the document.
Cancel Click this button to cancel the printing command.

The following section describes how to print a sales return order.

This section describes how to print a sales return order.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Sales Return Orders.
  • The page Sales Return Orders is displayed.
  • Select a sales return order that you would like to print out.

Tip

You can also select multiple sales return orders. Press the Control key to select a single sales return order. Press the Shift key to select multiple sales return orders at the same time.

  • Click Actions in the menu bar.

Note

If you cannot find Actions, click on More Options in the menu bar.

  • Select Print....
  • The print wizard opens.

Print wizard for sales return orders

  • In the Printer field enter the printer that you would like to use to print out the sales return order.
  • You can adjust the following settings via the Options area:
Option Description
Hide Header/Footer If you activate this option, the header/footer won’t be included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) won’t be included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers will be included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following buttons:
Button Description
Send To... Click this button to export the document as a PDF, Word or Excel file.
Print Click this button to print the document.
Preview Click this button to display a preview of the document.
Cancel Click this button to cancel the printing command.

The following section describes how to print a sales order,

This section describes how to print an order confirmation.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Sales Orders.
  • The page Sales Orders is displayed.
  • Select the sales order for which you would like to print out an order confirmation.

Tip

You can also select multiple credit memos. Press the Control key to select a single sales order. Press the Shift key to select multiple sales orders at the same time.

  • Click Print/Send in the menu bar.
  • Select Print Confirmation.
  • The print wizard opens.

Print wizard for order confirmations

  • In the Printer field enter the printer that you would like to use to print out the order confirmation.
  • You can adjust the following settings via the Options area:
Option Description
Hide Header/Footer If you activate this option, the header/footer won’t be included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) won’t be included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers will be included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following buttons:
Button Description
Send To... Click this button to export the document as a PDF, Word or Excel file.
Print Click this button to print the document.
Preview Click this button to display a preview of the document.
Cancel Click this button to cancel the printing command.

The following section describes how to print a sales credit memo.

This section describes how to print a sales credit memo.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Posted Sales Credit Memos.
  • The page Posted Sales Credit Memos is displayed.
  • Select a credit memo that you would like to print out.

Tip

You can also select multiple credit memos. Press the Control key to select a single sales order. Press the Shift key to select multiple sales orders at the same time.

  • Click Print/Send in the menu bar.
  • Select Print....
  • The print wizard opens.

Print wizard for sales credit memos

  • In the Printer field enter the printer that you would like to use to print out the credit memo.
  • You can adjust the following settings via the Options area:
Option Description
Hide Header/Footer If you activate this option, the header/footer won’t be included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) won’t be included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers will be included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following buttons:
Button Description
Send To... Click this button to export the document as a PDF, Word or Excel file.
Print Click this button to print the document.
Preview Click this button to display a preview of the document.
Cancel Click this button to cancel the printing command.

The following section describes how to print a sales invoice.

This section describes how to print a sales invoice.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Posted Sales Invoices.
  • The page Posted Sales Invoices is displayed.
  • Select a sales invoice that you would like to print out.

Tip

You can also select multiple sales invoices. Press the Control key to select a single sales invoice. Press the Shift key to select multiple sales invoices at the same time.

  • Click Print/Send in the menu bar.
  • Select Print....
  • The print wizard opens.

Print wizard for sales invoices

  • In the Printer field enter the printer that you would like to use to print out the sales invoice.
  • You can adjust the following settings via the Options area:
Option Description
Hide Header/Footer If you activate this option, the header/footer won’t be included on the printed document.
Hide Return Address If you activate this option, the return address (your company address) won’t be included on the printed document.
Show Vendor Item No. If you activate this option, the vendor item numbers will be included on the printed document instead of the item numbers.
No. of Copies Here you can enter the number of copies for this document.
Design Activate this option to export the document template as a file.
  • At the bottom of the page you can choose between the following buttons:
Button Description
Send To... Click this button to export the document as a PDF, Word or Excel file.
Print Click this button to print the document.
Preview Click this button to display a preview of the document.
Cancel Click this button to cancel the printing command.