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.

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