Manually Key Contact Information When Printing a Quote

Checking the "Manually Key Contact Information" box allows users to print customer copies and MFG Breakouts for contacts that are not saved in the database. Note: Ingen Software recommends adding these contacts to your database if you will be doing business with them more than once.

1. Navigate to the Quotes page.

2. Select the needed quote. The quote will appear in a separate window.

3. Select "File."

4. Select "Print."

5. The "Print" window will appear.

6. Select "Customer Copy" or "MFG Breakout." This example will use "Customer Copy."

7. The "Print Customer Copy" window will appear.

8. Check the "Manually Key Contact Information" box.

9. Enter the contact's name and address.

10. Select "Next." You will be redirected to the "Printing Options" page.