Printing a Customer Copy in O4

Users can send a Customer Copy of a quote and customize what items are printed as well as what format (pdf or excel) the quote is sent as. This article will explain how to send a Customer Copy of a quote in O4. Note: printing a quote will change the quote status.

1. Select the  icon.

2. Select "Projects" from the drop-down list.

3. The "Project/Quote Listing" page will appear.

4. Open an existing project.

5. Select "Produce", and select "Send."

6. A new page will appear presenting the print options. Select "Customer Quote."

7. A new page will appear allowing the user to select all customer or specific customers. To include a contact, select "Contacts ".

8. A new page will appear allowing the user to limit the manufacturers that appear on the print. Select    or  .

9. If    was selected, a new page will appear that will allow the user to check the boxes for the manufacturers that should appear on the print. Select  .

10. A new page will appear allowing the user to customize the print options.

Pricing Print Options

• Unit Price- display the unit price.
• Extended Price- display extended price column.
• Show Grant Total (Lot Net)- display a grant total of all parts.
• Show Subtotals and Options- display any subtotal or option line.
• Show Component Prices- display component, lamp, and accessory prices.
• Quote 2nd Column- display a 2nd price column. Note: Unit Price must be checked.
• Show Tax Estimate- display estimate for the tax based on customer setup or project location.
• Show Tax Subtotal Estimate- display taxes for each option code on the BOM.
• Show Manufacturer Totals- display totals per manufacturer at the bottom of the print.

BOM Print Options

• Hide Quantities, Hide Line Notes, Hide Description- hide these items.
• Hide Part Numbers, Hide Manufacturer IDs, No Parts- hide these items.
• Suppress Zero Quantity- suppress lines with a zero quantity. 
• Show Manufacturer Terms- display manufacturer terms and conditions at the bottom of the print.
• Show Lot Lines- display lot lines.
• Show Components, Lamps, and Accessories- display component, lamp, and accessory lines.

Header Print Options

• Show Bid Name- display the project name, phase name, and bid name.
• Show in Landscape- print landscape orientation instead of portrait orientation.

11. Set the print output to PDF or Excel.

12. Select  .

13. The email builder will appear. Make changes to the recipients and body as necessary.

14. Select  . 

15. If the email is successful, a window will appear providing two follow up options:

• Set status to Quoted- change the bid's status to "Quoted."
• Show on Bid Board- display the bid on the bid board, including the Bid Board Tile and the Bid Board Section of the Customer Portal.

16. Select    or  . Users will be redirected to the project.