This article pertains to the Store Setup Wizard introduced in the Order Manager version 5.804.
There are three pages in the Printing and Report Options section of the Setup Wizard:
Company Information for Reports and Email Messages
Options for Invoices, Packing Slips, Credit Slips, and Mailing Labels
Additional Report Options
On this page, setup the company name, address, and logo you want to appear on email and paperwork (invoices, packing slips) for Manual, POS (if applicable), and Web orders. You can setup "default" company information, which will be used with all orders or you can differentiate your company information per order type and/or per shopping cart.
This page opens with Default, Manual & POS Orders selected. Fill out the fields for your company name and address, and any optional information you want to appear on email correspondence. Upload a logo if you want by clicking the Browse button on the left side of the page. This will be the "default" company information used on all order email and paperwork, unless you add different company information per shopping cart.
If you want to specify a different company information for one or more of your shopping carts, then select the cart from the Specific Shopping Cart drop-down list and enter company name and address, any optional information you want to appear on email correspondence, and a logo if you want.
This page of the Setup Wizard is where you format and customize your order paperwork (invoices, packing slips, credit slips, and mailing labels). The first step is to configure Default & Manual Orders options for each document type. These options will be used with ALL orders unless you setup different paperwork options for one or more of your shopping carts.
This page opens with Default & Manual Orders and Invoices selected. Follow the steps below to configure the selected document. Select each document and follow the steps below for each type (Invoices, Packing Slips, Credit Slips, Mailing Labels). Be sure to hover your cursor over each field for an explanatory pop-up message:
Enter the number of copies to print in the Print this # of copies field.
If you've opted to print more than one copy, enter an optional Message for the last copy (this step does not apply to Mailing Labels).
Select a report format from the drop-down list. Since you can't see each report before choosing here, we recommend you select the first options in the list for now (Invoice, Packing Slip, Credit Slip, Labels Avery 5160) and modify your selection later, when you're familiar with the different report formats. e Specific Shopping Cart drop-down list and follow the steps above for each document type.
Enter the Messages and Footer (this step only applies to Invoices and Packing Slips) you want to appear the designated fields.
Make your selections from the Include options (this step only applies to Invoices and Packing Slips).
Enter a label for Web Order Numbers and Internal Order Numbers (this step only applies to Invoices and Packing Slips).
For Packing Slips, choose whether to print packing slips For all orders or Only if Bill To & Ship To addresses are different.
If you want to configure your order paperwork differently for one or more of your shopping carts, then select the cart from the drop-down list and follow the steps above for each document type.
This page gives you options for printing Order Summary, Pick Lists, and Backorder reports; line shading on Invoices, Packing Slips, Quotes, and Management Reports; and Batch Printing order. Certain options are selected by default, based on typical user preferences. You may leave the default settings for now, or modify them according to your preferences.
When you are finished with this page, click the next arrow at the bottom of the screen 
to proceed to the next section.
The following articles will help you navigate the Order Manager Setup Wizard. If you're just beginning the Setup Wizard, follow the articles in order. Otherwise, click a link below to jump to that section:
Printing & Report Options
Created 2/12/09
Updated 6/26/09