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Lesson 14 - Worksheets Scroll down What You Will Learn • Print a Job Estimate. • Print an Invoice. • Print a Purchase Order. Getting Started
1 Click on the Worksheets button in the Winpriser toolbar.
OR From Winpriser’s main menu, select the File | Open Worksheet menu option:
The WorkSheet Directory dialog box will appear:
2 If you have not already created a worksheet, click on the New button and refer to Lesson 12 on how to add new product items to a worksheet. If you have an existing worksheet, select the worksheet that you want to use from the list of worksheet titles and click on the F2 Open
3 Select the Job Summary view.
4 Click the Print toolbar button in the Job Summary window.
5 The Worksheet Report Manager window will appear.
The reports listed in this window are sorted according to their "report type". Scoll down to the "Job Estimate" entries and select:
At this point you can either preview the report before you print it or you can directly print the report. Click on the Print button. The Report Setup window appears, as shown below:
Some of the information in this dialog box has been partially completed for you. Most of the information can be stored permanently. Your Address information can be entered in the Winpriser Setup dialog window; the Customer’s Billing Address could have been saved in the Customer database and so on. For now, we can simply type in the missing information so that it will appear on our Job Estimate report.
6 To print the report, click on the Continue button. Your report will be printed to the default Windows printer and you will be returned to the Worksheet Report Manager.
7 To print a Purchase Order report for a supplier you may want to first assign a supplier to a group of worksheet items
. For this example, we will assume that you want to buy all the items in the current worksheet from the same supplier. To assign the same supplier to all items in the worksheet select the Extension Views | View All view from the left side of the Worksheet window, as shown below:
8 Click on the first material item in the Material extensions tab on the right side of the Worksheet window. Hold down the Shift button on your keyboard. Scroll down to the last item in the material item table and click on the last item (while still holding down the Shift button). All the items in the current view will now be highlighted:
9 Click on the Edit button to open the Multiple Material Edit dialog box:
10 Enter the name of a supplier in the Supplier field. Make sure there is a checkmark in the All checkbox:
Press the Save button to accept your revisions. You will be returned to the Worksheet window.
11 If you scroll down the Supplier column in the material extensions table, you will see that all the items in your worksheet have now been assigned to your new supplier, as shown below:
12 Click the + sign next to the Extension Views | View by Suppliers view on the left side of the Worksheet window:
13 Click on a your supplier description.
14 To print a Purchase Order for the current view, click on the Print toolbar button.
The Worksheet Report Manager dialog box will appear:
Scoll down to the "Purchase Order" entries and select:
You can preview the report before you print or you can directly print the report. Click on the Print button. The Report Setup window appears, as shown below:
Complete any missing information so that it will appear on the Purchase Order report.
15 Click on the Continue button to print the report. |
to see complete section. 
Open a Material Takeoff Worksheet
button.
Assigning a supplier to a group of material items is not required before you can print a purchase order, but we will go ahead and make supplier assignments to illustrate how you can organize your worksheet into supplier groupings. 
End of LessonCopyright Allpriser Ltd - 2011
