Printing a sales order

Printing a sales order creates a professional formatted document that you can send to your customer, use internally, or file. The system provides options to print directly to your printer, preview the document, or export it as a PDF.

Before you start

• The sales order must exist in the system.
• You must have permission to view and print sales orders.
• A print template must be configured by your administrator (the default template is usually active).
• Decide if you want to print to a physical printer or save as PDF.

Steps

1. Navigate to Sales Orders → View/Edit. Open in Usystems

2. Find and open the sales order you want to print.

3. Look for a Print button, usually located near the top of the page or in an action menu.

4. Click Print or the print icon.

5. A print dialog or preview window opens. You will see:

   • A preview of the formatted sales order
   • The company letterhead and contact information
   • Item details, quantities, and prices
   • Terms and conditions (if configured)
   • Any notes or special instructions

6. Choose your print destination:

   • Print to printer: Select your physical printer and click Print.
   • Save as PDF: Choose "Save as PDF" or similar option and pick a location on your computer.

7. If printing, confirm any additional printer settings (paper size, color, etc.).

8. Click Print or Save to complete.

Tips & common mistakes

• Preview first: Always review the preview before printing. Check that all line items are visible and prices are correct.
• Check your template: If the printed document looks wrong or is missing information, your template may need adjustment. Contact your administrator to customize the template.
• Use email instead of print: If the customer prefers digital delivery, save as PDF and attach it to an email rather than printing and mailing.
• One-page layouts: Some sales orders may span multiple pages if there are many line items. Plan accordingly if you need to file or mail printed copies.