Receipt Templates
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To create a receipt template:
From the Receipt Template List homepage, select New Receipt Template.
From the Create New Receipt Template page, define the settings in the following sections:
Section
Description
General settings, including the name and template type
Specify if the template is available for use at company sites
Optional elements to include
Setup messages to print in the header or footer
Select an image file to include
Content to print
Note
The following sections are not available for all template types:
Options and Sorts
Receipt Messages
Image
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From the General section of the Receipt Templates editor, define the following settings:
Setting | Description |
|---|---|
Name | Template name |
Template Type | Select the print template type |
Description | Template description |
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From the Availability section of the Receipt Templates editor, determine if the Receipt Template is available at company sites.
Toggle Active if the template is available for use at the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
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From the Options and Sorts page of the Receipt Templates editor:
Section | Description |
|---|---|
Options | Select optional elements for the print template. |
Sorting | Select the method to sort order item types when printed. |
Summary Section | Optionally include a summary section on receipts based on product tags to highlight specific order items. |
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From the Receipt Messages section of the Receipt Templates editor, setup messages to print in the header or footer of the print template:
Setting | Description |
|---|---|
Print Header Message | To print a message in the header:
|
Print Footer Message | To print a message in the footer:
|
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From the Image section of the Receipt Templates editor, add an image to a print template (if applicable):
Select Choose File to upload an image. A preview of the image is displayed.
In the Image Size % field, type the image size as a percentage.
From the Image Align field, select the desired alignment for the image.
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From the Content page of the Receipt Templates editor, define the content to print:
Field | Description |
|---|---|
Template Editor | Edit the markup language as needed. From the upper-right corner of the Content section, select Template Help to view a description of the available template variables and layout functions. |
Template Preview | View a preview of the pint job.
|
Note
If a template is not defined for a particular receipt or report, the default template is used.
General
→ → → → → →
From the General section of the Receipt Templates editor, define the following settings:
Setting | Description |
|---|---|
Name | Template name |
Template Type | Select the print template type |
Description | Template description |
Availability
→ → → → → →
From the Availability section of the Receipt Templates editor, determine if the Receipt Template is available at company sites.
Toggle Active if the template is available for use at the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Options and Sorts
→ → → → → →
From the Options and Sorts page of the Receipt Templates editor:
Section | Description |
|---|---|
Options | Select optional elements for the print template. |
Sorting | Select the method to sort order item types when printed. |
Summary Section | Optionally include a summary section on receipts based on product tags to highlight specific order items. |
Receipt Messages
→ → → → → →
From the Receipt Messages section of the Receipt Templates editor, setup messages to print in the header or footer of the print template:
Setting | Description |
|---|---|
Print Header Message | To print a message in the header:
|
Print Footer Message | To print a message in the footer:
|
Image
→ → → → → →
From the Image section of the Receipt Templates editor, add an image to a print template (if applicable):
Select Choose File to upload an image. A preview of the image is displayed.
In the Image Size % field, type the image size as a percentage.
From the Image Align field, select the desired alignment for the image.
Content
→ → → → → →
From the Content page of the Receipt Templates editor, define the content to print:
Field | Description |
|---|---|
Template Editor | Edit the markup language as needed. From the upper-right corner of the Content section, select Template Help to view a description of the available template variables and layout functions. |
Template Preview | View a preview of the pint job.
|
Note
If a template is not defined for a particular receipt or report, the default template is used.