Printing options can be set up by location. These options include:
Quote - The Quote Template is the default template that is used when printing quotes in the IDI platform.
Receipt - The Receipt Template is the default template that is used when printing receipts from a POS printer in yhe IDI platform.
Network Receipt - The Network Receipt Template is the default template that is used when printing 8.5 x 11" receipts in the IDI platform.
Print Service Agreement - The Print Service Agreement is the service agreement that will be printed automatically after it is signed by the customer (if the box is checked).
For each of your locations, you can specify different headers and footers to print on the receipts. These options allow you to easily change the message that displays at the top and bottom of the receipts without having to change the templates themselves. These headers and footers may be different for each of these transaction types.
Sale
Return
Exchange
Bill Payment
To configure printing options for back office locations:
Right-click the location and select Printing.
From the Printing for [location name] window.
Check the appropriate radio button to either inherit the global printing options, or override them.
Note
If you're on the Printing for Global window, there are no inherit nor override options.
If you want to override global options (or to set options for the global level), you can select a template for the following printable items:
Quote - The Quote Template is the default template that is used when printing quotes in the IDI platform.
Receipt - The Receipt Template is the default template that is used when printing receipts from a POS printer in yhe IDI platform.
Network Receipt - The Network Receipt Template is the default template that is used when printing 8.5 x 11" receipts in the IDI platform.
Check Print Service Agreement if you want to automatically print the agreement after it has been electronically signed.
Select a Store Credit Card Receipts option if you want store the receipt.
The purpose of this is to ensure that, on viewing the stored receipt, the POS Location, Customer and Service information will match that of the original receipt. When a receipt is not stored, on a request to view the receipt, the system regenerates receipt with current information which may differ from what was on the original receipt.
The available options are:
None (default) – Do not generate .html copy for storage (equivalent to not checking the old check box)
Signed Cards – Equivalent to checking the old check box
All – Store network receipts for all transactions as listed below:
Quick Sale
Make Sale (including Returns and Exchanges)
Bulk Retail Sale
Tendered Bill Payment
Sales Request
Return Request
Access the following tabs to enter a custom header and/or footer for the different types of receipts.
Sale
Return
Exchange
Bill Payment
Click Save to keep your changes.