A combination of WorkBook layouts, watermarks and print settings are used to create the branded, client facing documents the system outputs, such as price quotes, purchase orders and invoices.
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LAYOUTS
WorkBook has standard layouts (known as reports) coded to pull system entered data in to the client facing documents, i.e. price quotes, purchase orders and invoices.
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The level of detail displayed on price quotes, project price quotes and invoices can be tailored on a case by case basis using that record’s “Print Settings”.
Print settings are set by the individual printing the report e.g. price quote (348)
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