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Jun 15, 2023

Work Order Format - Header Tab

Prerequisite: If you are NOT using preprinted contracts, you must first add your logo into Point of Rental software. Go to Program Menu>Configurations>System Configurations>Parameters>Store Info. 
  • Select Logo Tab
  • Copy/Paste logo into the field. * Note: logo size should be either (1" x 2" or 1" x 4")
 
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Overview: Setting up the function under the header tab will allow selected items to be printed on the contract. Other key factors include.
  • Determining your logo size - Select from the drop-down menu how big the log will display across the top of the contract.  if are NOT set up to use preprinted contracts. The functions set in the header tab are equivalent to the top of the contract. 
  • Fonts - Select from the drop-down the color font. The standard font is Arial, which you will be able to select from (Black Navy, Green, Maroon, Purple, or Red)  to display on the contract.
  • Header Tab - This allows you to select what will display or print on the top of the Work Order. 



Header Tab

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Headers     You may choose from 11 different headers.  The example above uses a small 1”x2” logo at the upper left.  You must insert your logo in a parameter to use this feature. 
FontsYou may also choose from 5 different fonts.
Operator NameChecking this box will allow the Operators Name to print on the contract.
BarcodeChecking this box will allow barcodes to print on the contract.
Setup TimeChecking this box will allow Set Up Time to print on the contract. 
Bill ToThis will print your customer’s billing address instead of the physical address; the billing address needs to be entered in the Account tab of the customer’s file record.
Remit ToThe Remit To will print your billing address, which you need to enter in the Store Info tab in Parameters
Include Web LinksWill print a small web logo by your store information that the customer can click and it will take them to your website (In Parameters)


Header View (Logo's)

Standard - Prints store name, address, phone and fax#, and website information in the upper left.

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Logo-1x2 - Prints 2"w x 1"h logo in the upper left, with address, phone and fax#, and website information just to the right of the logo.  The logo must be formatted in 2 x 1 size.

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 Pull Sheet - Prints minimal company info at the top, with larger customer name.  Designed for pulling and staging reservations.

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No Logo – 1x4 - This prints no company information in the upper left.  It is designed for preprinted logo no bigger than 4"w x 1"h.  In this format, your preprinted logo must have your address, phone, and web information included in it.

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 Use Invoice Format – No longer used for Contract Format Versions after Version 2010

 Remit with Store - Prints store name, address, phone and fax#, and website information in the upper left.  Also, prints store remit to address just to the right.
 

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Logo - 1x4 - Prints on the contract a 4"w x 1"h logo instead of company information in the upper left.  This REQUIRES you to incorporate your company information in the logo.

Logo - 1x4 Box - Different design than the others, that uses boxes for the store and customer information.

Logo - 1x4  Basic - Prints on the contract a 4"w x 1"h logo instead of company information in the upper left, with minimal contract information on the header.
 


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No Logo – 1x2 - Allows 2"w x 1"h area in upper left for the preprinted logo.  Note: This header does print company address, phone and fax#, and website information just to the right of the preprinted logo.  This is designed for multi-store users that want all stores to have the same logo, but also print addresses at each store.  Note:  The box is an example of where you may preprint.
 

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No Logo – 1x8 - Allows 4"w x 1"h area in upper left for the preprinted logo.  Nothing will print at the top of the heading section.

 

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Contract View

Selecting certain fields under the header tab, will either display or print on the Work Order. If any of the drop-down functions or boxes are selected, they will be displayed at the TOP of the work order.  


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Related Work Order Format documents

Work Order Format - Item Details Tab
Work Order Formats - Detail Columns
Work Order Format - Sections
Work Order Formats - Footer
Work Order Formats - Parameters
 

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