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Printing an Estimate

Bodyshop estimating allows an estimate to be printed in any one of a number of selectable methods from within the estimate maintenance screen.

To print an estimate:

  1. From the Rev.8 Master Menu, select the Bodyshop estimating interface option and Company required.

    The BODYSHOP ESTIMATING main menu is displayed.

  2. Select the Estimate maintenance option.

    The Estimate maintenance form, Summary tab is displayed.

  3. Click the Ellipsis button [...] in the Number field.

    The Search for Estimate form is displayed.

  4. Select a Method radio button or enter search criteria and click Search.

    The list of current estimates is displayed according to the criteria you have entered.

  5. From the list, select the estimate you want to print.

    The details of the estimate are displayed in the Summary tab fields.

  6. To print the estimate to the currently selected printer click on the Print Print icon on the icon tool bar. Alternatively if you want to print to a different printer then you must select File and then Print.

Tip: Click on the Check estimate icon Tick and check all estimate details passed with no reported errors and make sure main address entered which is indicated by a tick under the contact details column.

Note: On selecting Print, the system checks that the estimate details are all present. (If they are not, the process is halted.) A list of available formats is then displayed. (If there is only one format, it is selected automatically.) Select the format required and then press OK. The estimate is then printed to the currently selected printer and also saved.

RELATED TOPICS:

Ad-hoc Enquiries

File Maintenance

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