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How to View and Modify Quotation Print Settings

Introduction #

Managing quotation print settings allows users to customize how quotation documents are formatted and presented. This guide provides step-by-step instructions on how to view and make changes to quotation print settings within the Cosmic POS module.

Prerequisites #

  • Login Credentials: Ensure you have login credentials for Cosmic ERP.
  • Access Rights: Verify you have permissions to access and modify print settings.

Steps to View and Modify Quotation Print Settings #

  1. Login to Cosmic ERP
    • Enter your username and password to access the Cosmic ERP dashboard.
  2. Navigate to POS System
    • Locate and click on ‘POS System’ in the main menu after logging in.
  3. Access Print Settings
    • Within the POS module, find and click on ‘Print Settings’.
  4. Select Quotation Print Settings
    • Look for ‘Quotation Print Settings’ and click on it to open the configuration page.
  5. Make Required Changes
    • Customize the quotation template as needed.
    • Choose the quotation logo to be displayed on documents.
  6. Save Changes
    • After making adjustments, click on the ‘Save’ button to apply the changes.

Conclusion #

Managing quotation print settings ensures that your quotation documents are formatted and presented according to your business needs. Follow these steps to effectively customize and save quotation print settings in Cosmic POS.

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