Saving to PDF

When creating a PDF throughout GO Business / MEHD, your PDF will save as the first or first two letters of the type of document being saved and the document number.

Name

(Type of Document) + (Type of Document Number)

Example

Work Order 1341 = WO1341

Quote 515 = Q515

Invoice 15156 = I15156

Steps

To save the document as a PDF, go to the applicable list (Quote List, Order List, Invoice List, etc.). 

Beside the (Quote, Sales Order, Invoice, etc.) that you wish to save as a PDF, click on the blue menu button.

In the drop-down click View as PDF.

A new window will appear, download the PDF. You will notice the name of the document follows the formula provided above.