Printing Sales Documents

During the processing of orders, you may need to print copies of the processed documents. The printer the system uses for printing documents, must be configured, as described in Configuring Hardware Devices in DeviceHub. The following sections describe which printable Sales Orders documents you can prepare in MYOB Advanced.

Printing Orders and Quotes

You can print a sales order or quote by clicking the Reports > Print Sales Order/Quote action on the Sales Orders (SO301000) form. This action opens the Sales Order (SO641010) report form with the printable form of the order or quote.

Printing Pick Lists

A pick list is a document that is printed for a warehouse worker. It contains the lines from the shipment with quantities, lot or serial numbers of items, and warehouse locations from which the items have to be collected; a pick list does not contain information about prices. The pick list is prepared based on item availability information and the pick priorities of warehouse locations. If the highest priority location has insufficient stock of any of the requested items, the system will search for another location with some quantity available for shipping to fill the remainder. On a pick list, items are ordered based on location, pick priority, and expiration dates of items.

With MYOB Advanced, you can print a pick list for a particular shipment with the On Hold or Open status by clicking Action > Print Pick List on the form toolbar of the Shipments (SO302000) form. For a step-by-step procedure on how to print a pick list for a particular shipment, see To Print a Pick List for a Shipment.

If you need to print pick lists for multiple shipments, you can select the Print Pick List action on the Process Shipments (SO503000) form and process all the shipments on the list or only the selected shipments. For a step-by-step procedure on how to mass-print pick lists for multiple shipments, see To Print Pick Lists for Multiple Shipments.

Note: If a pick list was once printed for a shipment, the shipment will be listed on the Process Shipments form for this processing only if the Show Printed check box is selected—this helps avoid double packing for the same shipment.

Printing Shipment Confirmations

You can print a shipment confirmation for a particular shipment by clicking Reports > Print Shipment Confirmation on the form toolbar of the Shipments (SO302000) form. This action opens the Shipment Confirmation (SO642000) report form with the printable form of the shipment confirmation. For a step-by-step procedure on how to print a shipment confirmation, see To Print a Shipment Confirmation.

For multiple shipments, you can print shipment confirmations by using the Print Shipment Confirmation action on the Process Shipments (SO503000) form. For a step-by-step procedure on how to mass-print shipment confirmations, see To Print Shipment Confirmations for Multiple Shipments.

Printing Sales Orders Invoices

You can print a Sales Orders invoice by clicking Reports > Print Invoice on the form toolbar of the Invoices (SO303000) form. This action opens the Invoice & Memo (SO643000) report form with the printable form of the Sales Orders invoice.

You can mass-print multiple invoices by using the Print Invoices action on the Process Invoices and Memos (SO505000) form.