Visma Net
Print, email or export an order
Follow the steps below to print an order, email it, or export it to Excel or PDF.
- Go to the Sales orders (SO30100S) window.
- Create and save a new order, or select a specific order number.
- In the window footer, click Preview document.
Result:- for order types SO, CS and IN, the document opens in the Order confirmation (SO64111S) report,
- for order type QT, the document opens in the Quote (SO64101S) report.
-
From the table below, choose you next action based on what you want to do with the order:
IF you want to THEN print the order click email the order click Send and continue in the Send (CR306015) window download the order in Excel or PDF format - click Export
- select Excel or PDF