The Print screen is where you can select and generate all possible documents — receipts & invoices, deal documents, service documents, parts picklist and forms — all without leaving the order. Emailing documents is actioned from this same Print screen.
Print Documents from a Customer Order
The Print screen is accessible from the Customer Order header and organizes available documents into groupings that correspond to sections of the order or types of documents.
From here you can select as many documents as needed.
As you select documents the bottom of the screen will indicate how many selections you've made and how many actual documents will be generated.
Some document types are combined onto a single document. Service worksheet selections, service job reviews, and certain invoice previews are each merged into a single document rather than producing one file per checkbox. The document count in the footer shows the exact number of documents that will be produced.
Print Documents
The Print button will generate the necessary PDF documents which will open in a new browser tab. From these PDF documents you can execute the actual print action to send them to your printer.
If the new tab does not open check your browser popup blocker and allow the application to generate popups.
Email Documents from a Customer Order
To email the documents instead of printing them, use the Email button which will provide you with an Email screen.
In this email screen you can select:
The email address to Send to
The email address that will be used as the From address
The email address that will be used as the Reply-to address
Optionally include a CC address
Include any attachments from the customer order
Enter an optional message to be included in the body of the email
The Email modal lets you send Customer Order documents directly to a customer or other recipient. You select documents in the Print modal and then click Email to open the email delivery options.
Open the Customer Order and click the Print icon in the header.
Check the documents you want to include.
Click Email in the modal footer.
Complete the email fields and click Send.
Once the email has been sent, a note will be automatically added to the Internal Notes drawer of the customer order indicating which documents were emailed and to which address.
Tips
The following notes apply when printing or emailing Customer Order documents.
If printed documents do not open after clicking Print Selected, check your browser's pop-up blocker and allow pop-ups for Blackpurl.
The Order Fulfilment Document is not available in the Print modal. It is generated during the checkout process and requires the Record Tracking Numbers setting to be enabled in Shop Settings.