Do the following sub-steps for each salesperson… (as of June 2018: JB Wagman Sales)

*Go under “Sales”, “Options”

*Select “Sales person” tab

* Double click on the salesmen’s name. (JB Wagman)

*Select “Invoices” tab

1. Go under “Sales Orders”
   1. Double click on each of the sales orders for last week, Sun.-Sat.
   2. Go under “File”, “Print”
   3. Select #2 (Order Confirmation)
   4. Change to PDF Creator, hit “Print”
   5. When the box pops up, hit “Wait/Collect”
   6. Minimize the PDF Creator box.
2. Go under “Outstanding”
   1. Double click on each of the outstanding for last week, Sun- Sat
   2. Go under “File”, “Print”
   3. Select #1 (Invoice)
   4. Change to PDF Creator, hit “Print”

*Close out totally

*In lower right hand corner on the computer screen (on tool bar), double click on the red PDF button

*Hit Ctrl-A to put it all in one file

*Hit the printer with red button

*Hit “Save” instead of “Wait/Collect”

*Save as “JBW & (present date)” for JB Wagman Sales

*Close out

*For JB Wagman Sales, email to Tim & Ivan, and wags@chorus.net, and Wagmans@tds.net (Note: text expander is: *conf)

(subject…New Invoices & Confirmations)

Attach file from Documents

 

EDS 7-23-18