Order Manager
Version 8
Order Manager
Version 8
Contents of this Topic: Show
The Print Options screen is where an order can be Approved, paperwork can be printed, and confirmation emails can be sent to the customer. This screen is called by the Approve button on the Process Orders screen and by the Save Order button on the Summary tab of the Manual Orders screen.
If program is configured to automatically approve manual orders (ApproveManualOrders=TRUE), the caption of the screen changes to "Approval Options". The buttons at the bottom of the screen are also relabeled Approve Without Printing, Approve & Print Now, Approve & Print Later. The Cancel button is not available.
Approval (Print) Options
specify the number of copies to print
default values for these fields can be set in Page 2 of the Printing & Report Options section of the Setup Wizard, or they can be over-typed here
specify the number of copies to print
default values for these fields can be set in Page 2 of the Printing & Report Options section of the Setup Wizard, or they can be over-typed here
send an order confirmation e-mail to the customer or clear Send Email Confirmation if an e-mail should not be sent to the customer at this time
to have this selected by default, set system parameter ConfirmManualOrders to TRUE
select the e-mail template to use
change the email address by over-typing it here or use the drop-down list of existing contacts
change the email address by over-typing it here or use the drop-down list of existing contacts
the subject line of the selected template is displayed here
it can be manually changed here without affecting the template
to edit the text of this e-mail message, simply over-type it here - the template is not changed
view the message before sending it
approve the order but do not print the paperwork now
leave this screen without approving or printing the order