Printing an Order Summary for Outside Orders in pp+

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Discussion Overview

This thread discusses methods for printing order summaries for outside orders using the Pampered Chef PP+ system. Participants share their experiences and suggestions regarding how to provide hosts with totals for orders that have not yet been paid.

Discussion Character

  • Anecdotal, Opinion-based

Main Points Raised

  • One participant describes a situation where a host needs to provide totals for outside orders but is unsure how to print an order summary from PP+.
  • Another participant suggests using the show summary report, although it does not provide totals.
  • A different participant mentions that printing receipts on white paper and marking them as not final could be a viable option.
  • One participant shares a method to access a payment overview through the consultant and customers tabs in PP+, which can help track payments owed.
  • A participant expresses gratitude for discovering the print payment summary feature, indicating it was previously unknown to them.

Areas of Agreement / Disagreement

Views differ on the best method to provide order summaries, with no clear consensus on a single approach.

Contextual Notes

The discussion centers around the use of PP+ for managing outside orders and the challenges faced by consultants in providing accurate totals to hosts.

Who May Find This Useful

Consultants looking for ways to manage outside orders and provide order summaries to hosts may find the shared experiences and methods helpful.

kam
kam
Staff member
Messages
3,655
I have a host who has a bunch of outside orders. Most have not given her the money yet and asked her to total the order, add S&H and tax and provide amount due.

I told her I would provide all the $ due information to her. I have put them all into PP+ and I was wondering if there was a way to print an order summary (not the receipts since I would not want to provide anything that is a receipt without money being paid). I could re-type everything in Excel, but I really don't want to do that. I could not locate any thing that appeared to be an order summary.

Can anyone help?

Thanks!
 
You can view the show summary report and print that but that does not give totals.

What I'd do is print the receipts on white paper and just write on them, not a final receipt - not paid.
 
The receipts do state that it is invalid without the certificate of guarantee on the back side so if you print on white paper you should be fine.
 
You can also go under the show in P3 and go under payment (at the top), then halfway down there are two tabs, consultant and customers. If you click on the customers tab, there is a link that says print payment overview. It will give you a list of all payments and their payment types. It's pretty handy if people still owe you money. Just make sure that you enter their payment in as not yet paid.
 
  • Thread starter
  • #5
Thank you! I would NEVER have found the print payment summary!

Also, that is good to know about printing the receipts on plain paper.
 

Frequently Asked Questions

How do I print an order summary for outside orders in pp+?

To print an order summary for outside orders in pp+, first navigate to the 'Orders' section in your dashboard. Select the specific order you wish to print, and then look for the 'Print Summary' option. Click on it, and your order summary will be generated and ready for printing.

Can I customize the order summary before printing?

Yes, you can customize the order summary before printing. In the order details, you can choose to include or exclude certain items, add notes, or adjust the layout settings. Make sure to review the summary before hitting the print button to ensure it meets your needs.

What should I do if the order summary does not print correctly?

If the order summary does not print correctly, check your printer settings to ensure it is connected and configured properly. You can also try refreshing the page or re-generating the order summary. If issues persist, consider reaching out to customer support for assistance.

Is there a way to save the order summary as a PDF instead of printing it?

Yes, you can save the order summary as a PDF. Instead of selecting the print option, look for a 'Save as PDF' feature in the order summary section. This will allow you to download the summary to your device for future reference or emailing.

Can I print multiple order summaries at once?

Currently, pp+ does not support printing multiple order summaries at once directly. You will need to print each order summary individually. However, you can streamline the process by selecting multiple orders and generating their summaries one after the other.

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