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Printing an order

You can create an order confirmation to send to both the customer and your order fulfillment team.

1. Click Merge to Word or Merge to PDF from the Orders tab. A list of shared templates is displayed.
2. If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
2. Click the order template you want to work with. The order is displayed onscreen, and it can be edited.
3. From the Edit and Merge Document page you can:
   • Modify the document for this mail merge. Add custom text, insert more Sage CRM merge fields, and apply custom formatting.
   • Preview Merge. Opens a new browser window. Note: You may need to disable any active pop-up blockers to view.
   • Save Template. Updates the template with the changes made. Available to users with Info Manager or Administration rights only. For information on how to customize tables showing line items, please refer to the System Administrator Help.
4. Click Merge and Continue.
5. From the Complete Merge Process page you can:
   • Deselect or select Create Communication. Select the checkbox to create a completed Communication record with a link to the merged document. This also makes the merged document available from the Documents tab.
   • View merged document. This opens a new browser window. You may need to disable any active pop-up blockers to view.
   • Edit merged document. This opens a new browser window where you can edit the merged document. This option is only available in IE and when the Active X plug-in is being used. Make your changes to the document, save and close. Then click Save on the Complete Merge Process page.
   • The ability to use the Active X plug-in is controlled by the System Administrator from Administration | Email and Documents | Documents and Reports Configuration.

6. Click Continue. If the Create Communication checkbox is selected, the Save Merged Document As A Communication page is displayed.
7. Add a subject for the communication, and update any other fields you need to.
8. Click Save. A Communication record with a link to the order is created, and the order is saved in the Documents tab.

See Also:

Progressing an opportunity

Sending a quote

Turning a quote into an order

Sending a quick quote or order

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