Receipt Print Format Customization

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Receipt Print Format Customization

 

This feature facilitate the receipt customization process. User can create new receipt formats or update the existing formats as per the requirements. The WYSIWYG editor is powerful to help user in designing the receipts formats.

 

To open the screen, browse through Administration > Retail Configuration > Receipt Print Format.

 

Search Screen

Field

Description/Activity

Search Criteria

Code

Specify the code of the receipt format to be searched.

Description

Enter the description of the receipt format to be searched.

Type

Select the receipt type to be searched.

Followup Format

Select the follow up format to search the receipts with specific follow up format.

Search Results

Id

Displays the code of the format receipt(s) searched.

Description

Displays the description of the format receipt(s) searched.

Type

Displays the type of the format receipt(s) searched.

Follow up format

Display the attached follow up format for the format receipt(s) searched.

 

 

Data Setup Screen

Field

Description/Activity

Id

Enter the code of the receipt format. This field let you enter up to 20 alphanumeric characters.

Description

Enter the description of the receipt format. This field allows you to describe within 100 alphanumeric characters.

Type

Select the receipt type of the format being added.

Follow up Receipt

Select the receipt format to be attached as follow up receipt. You can print the Follow up Receipt after the main receipt is printed.

Document Data

Use the document data field to enter the format XML directly.

[Design]

Design button opens a new screen to design the receipt format.

[Ok]

The button updates changes to the database and closes the screen.

[Cancel]

The button does not save any changes and closes the screen.

 

Receipt Designer Screen

Field

Description/Activity

Header Tab

Header tab displays a tree view of all the available items, which can be used to design the receipt format’s header section. Drag and drop items on designer panel as required. You can enable the Header tab by selecting it from the Designer Panel at right side. By default, the Header tab remains disabled.

Detail Tab

Details tab displays a tree view of all the available items, which can be used to design the receipt format’s details sections. Drag and drop the items on designer panel as required. Detail tab will be enabled when any of the details tab is selected from the Design Panel at right side. By default, the Details tab remains disabled.

Footer Tab

Footer tab displays a tree view of all the available items, which can be used to design footer sections of receipt format. Drag and drop the items on designer panel as required. Footer tab will be enabled when any of the details tab is selected from the Designer Panel at right side. By default, the Footer tab remains disabled.

Variables Tab

Click variable tab to create new variables. Once variable is created, it will be available in Header, Footer or Details tab to drag and drop on the Design Panel. It contains following fields:

Variable Name: Enter the name of the variable being added.

[Add]: Click the Add button to add a variable. Once variable is added, it will be available in different sections like Header, Details or Footer.

[Cancel]: Cancel button cancels the addition of variable.

Existing Variable: This section displays list of available variables.

Preview

Click the Preview tab to preview the receipt, which is being designed.

Design Panel

Tabbed control adjacent to the above tabs is Design Panel. User can drag and drop properties from properties tree, add formulae, add conditions or add variables. This panel will have multiple tabs depending upon the type of the selected receipt. Various receipts can have one or multiple tabs from the following list:

Header: This is default tab. Use this tab to design header format.

Sale Items: Sale items related information can be added to this section to design sale items section in the receipt.

Exchange Items: Use the Exchange Items section to add exchange items related information in required format.

Delivery Items: Use this section to design delivery item section in the receipt.

Order Items: Use this section to design order items section in the receipt.

Layaway Items: Use this section to design layaway items section in the receipt.

Refund Items: Use this section to design how the refunded items will be printed in the receipt.

AR Payments: Use this section to design how the AR Payments information will be printed in the receipt.

Gift Certificate: Use this section to design print format of gift certificate information.

Footer: Use this section to design print format of footer section of a receipt.

Quotation Items: Use this section to design print format of quotation items information.

Coupon:  Use this section to design print format of coupon information.

Common Properties

Common Properties section is used to set common properties for all items. Following properties can be set using common properties section:

Bold: Select any item and select this option to print in bold face.

Barcode: Select this option to set bar code symbology for any item.

Symbology: Drop-down displays available barcode symbologies. Selected symbology will be applied for the selected item.

clip0381 This field will be visible if selected row has group control.

Allow Double Height: Set the row span of the selected row to 2.

Separator: Displays the list of characters, which can be used to print separator row.

Prefix: Value entered in prefix field will be prefixed to the value of the selected row

Postfix: Value entered in the Postfix field will be post fixed to the value of selected row.

Align: Select the alignment mode for selected item to align it horizontally.

Span: Value in this field set the column span for selected column

Format: Enter the desired format for fields of type date or decimal.

Format String: Enter the desired display format for all the items those are part of group control.

clip0382 This field will be visible if selected row has group control.

Formulae Settings

This section displays the following settings related to formulae :

Object: Enter the formulae that needs to be evaluated before printing. Drag and drop any item from tree view or type the item.

Operator: Displays the list of operators, which can be used in creating formulae.

clip0383 This field will be visible if selected item is a formula.

Condition Input

Condition Input section contains the settings related to condition (IF, ELSEIF) if dropped on the design. Available condition settings are:

Object: Drag and drop any item from tree view or type the value by hand. Value of this field will be compared to the value field.

Operator: select the operator which will be applied to the object

Value: Drag and drop any item from tree view or type the value by hand.

[Update]: Click the Update button to update the condition

clip0384 This field will be visible if selected item is a condition.

Variable Settings

Variable Settings section displays the settings related to a variable. It has following settings for variables:

Object: This field is used to set the value of a variable. Value in this field can be an object or an expression. Values of expression will be evaluated and assigned to the variable while printing.

Operator: Select any operator to formulate any expression.

Print Variable: Check this field if value of variable needs to be printed.

clip0385 This field will be visible if selected item is a variable.

[Import]

Click this button to import any XML receipt from the older format to the WYSIWYG receipt editor.

[Export]

Click this button to export the design to a XML format.

[Add New Section]

Click this button to add new section/tab in the Design Panel. A pop-up window opens to capture following information related to the new tab:

Section Name: Enter the desired string, which will be displayed, on the tab.

Section Type: Select the type of section/tab. Clicking the Ok button adds a new section/tab.

[Ok]

The button converts design to XML, closes the screen, and returns to the Data Setup screen.

[Cancel]

The button does not save any changes and closes the screen.

 


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