Reports

Quote

• Display quick price information
• Change pricing
• Calculated Items tab
• Add accessories and extra costs

Applying a Rate

• Select styles and pricing
• Price levels tab
• Overall discounts or surcharges
• Edit an installation charge
• Edit a sales tax
• Edit a shipping charge

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Printing & Emailing

• View before printing
• Set up the page for printing (File menu)
• Select the drawing layouts to print
• Select the views to print
• Select which tabs to print
• Print an item list

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Templates

• View the item list (BOM)
• Save the current layout as a user template
• Create a quote report
• Produce a countertop report
• Create an installation report
• Cost/Sell report

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