Set Up Form Options for Sales Quotes
You can choose a Sage 50 Form or a pre-printed form to be your default template when you print a sales quote.
To select:
A standard Sage 50 Form
- In the Home window on the Setup menu, choose Reports and Forms.
- On the left side of the window, click Sales Quotes.
- Under the Printer Form Settings section, click Custom Forms.
- In the Description box, select a template.
- Click OK.
A Sage 50 Form you've created or modified
- In the Home window on the Setup menu, choose Reports and Forms.
- On the left side of the window, click Sales Quotes.
- Under the Printer Form Settings section, click Custom Forms.
- In the Description box, select User-defined Sales Quote.
- Click Browse.
- In the Select Sage 50 Form window, select the file you have saved, and click Open.
- Click OK.
A pre-printed form
- In the Home window on the Setup menu, choose Reports and Forms.
- On the left side of the window, click Sales Quotes.
- Under the Printer Form Settings section, click Pre-printed.
- From the list In the Form Type box, select a pre-printed form template.
- Click OK.