Open topic with navigation

Reports

In the Sales work area you are able to generate simple reports, such as quotations, sales orders, order confirmations, service invoices and pro forma invoices.

How to generate a report

1. Open the quotation/order you wish to print out, by clicking on for example Lists - Sales Orders and selecting the order from the list.
2. Click Preview PDF in the toolbar and choose the report you wish to create.

   Note! You must save the quotation/order before you preview the PDF. Only saved information will be visible.

3. Select Open or Save the file locally.

You have now generated a PDF file that can be viewed, printed from the local computer or sent by e-mail to the customer.

Note! You cannot print invoices from Mamut Online.

Read more about:

About Sales

Getting Started with Sales

The Sales Work Area

Working with Quotations and Sales Orders

Quotation/Sales Order/Invoice/Credit note

Lists in the Sales Work Area

Working with Unissued Credit Notes

User Settings for Quotations/Sales orders

Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.

© 2018 Mamut Software Ltd. All rights reserved. Right reserved to change the product. Mamut and the Mamut logo are registered trademarks for Visma AS or subcompanies of Visma AS. All other trademarks are registered trademarks of their respective companies.