printing a quote without showing the pricing?

SOLVED

We provide quotes for customers, but I don't necessarily need everyone who works for us to see the pricing...is there a way to print a customer quote without showing the pricing? - I guess it would be more of a picking list for the warehouse.

thank you!

  • 0
    verified answer

    Hi Melanie@BPL:

    If you are using one of the later versions of Sage 50 you can print a packing slip at the same time as printing up the invoice or print it up separately when doing the invoice. If you are using an older version which doesn't have this feature you can use the quote or the order form and just modify the form to not show pricing and amounts. You would physically customize the form and rename it. You would have to select the form each time you wanted to print it.

    Hope this helps!

  • 0 in reply to Agate
    SUGGESTED

    This was very helpful & works perfectly! (even better than the Sage technical support, who gave me a different solution, but it's only available for Premium & not Pro...). We haven't used the sales orders before, but they might be our new favorite thing now!

  • 0

    Melanie@BPL:

    I am glad it works out for you. In the older days we had to be creative in our solutions to customers. Have a great day!