Example: Configuring a Cash Tender Receipt for Printing

The following procedure uses the cash tender receipt as an example. The same procedures can also be applied to other forms of tender.

Choose Generic Printing from the main window.
Define the physical properties and processing rules for the document (for example, cash receipt).
Create the cash receipt.
Apply the physical properties and processing rules to the cash receipt.
Link the cash receipt document to the cash tender.

Setting Up Physical Properties for the Cash Receipt

In the Store Configurator menu, select the Transaction Functions tab.
Choose Generic Printing.
Choose Physical Properties.
Choose New. The system provides the next sequential number for this definition.
In the Media Description field, type as much of the description Cash Receipt Properties as the field width allows.
Select the Print Destination drop-down menu and select Receipt.
Save and close.

Note Note

Receipts and paper journals have standard layouts and cannot be customized.

End of the note.

Setting Up Processing Rules for the Cash Receipt

In the Generic Printing window, choose Processing Rules.
Choose New.
In the Description field, type the description Cash Receipt Rules.
In the Copies field, enter 2.
In the Priority field, enter 1.
Save and close.

Activate the Standard Selection Library

You must activate the Standard Selection library. Only documents created in the Standard Selection library can be linked to a transaction, tender, or department.

In the Generic Printing window, choose Document Maintenance.
Right-click Standard Selection and select Set Active Library from the pop-up menu.
A yellow mark appears on the Standard Selection icon, indicating that the Standard Selection library is now active. You can now create the cash receipt document.

Creating the Cash Receipt Document

With the Document Maintenance window open, select the Standard Selection Library.
Right-click the Standard Selection Library and select Insert Item from the pop-up menu.
A New Item is added to the bottom of the document hierarchy.
Right-click on New Item and choose Rename from the pop-up menu.
Enter Cash Receipt.
Click on the Item Type drop-down box in the lower right pane of the window and select Document.

You have created the cash receipt document. You can now determine the items that should be printed on the cash receipt.

Defining Items to Be Printed on the Cash Receipt

With the Document Maintenance menu open, right-click on Cash Receipt and select Insert Item from the pop-up menu.
Right-click on the new item, select Rename from the pop-up menu, and enter Cash Receipt Elements.
Click on the Item Type drop-down box and select Document Element.
The More button at the bottom of the window is now active.
Choose More.
The Print Code (drag and drop) window opens.
Select Standard Receipt from the list of print code options.
Drag and drop the Standard Receipt print code into the bottom right pane of the Document Maintenance window.
In the Print Code drag and drop window, choose Close.
Save and close.

Configuring Generic Print Criteria

After defining the elements to be printed on the cash receipt, you must apply the physical properties and processing rules for the cash receipt document.

In the Generic Print window, choose Document Maintenance.
Open up the Standard Selection Library by double-clicking on Standard Selection.
Right-click on Cash Receipt and select Insert Item from the pop-up menu.
A New Item is added to the bottom of the Cash Receipt file structure.
Click on New Item.
Click on the Item Type drop-down box and select Physical Property.
Select Cash Receipt Properties.
The New Item is renamed to Cash Receipt Properties. The cash receipt physical properties are now applied to the cash receipt.
Right-click on Cash Receipt and select Insert Item from the pop-up menu.
Click on the New Item.
Click on the Item Type drop-down menu and select Processing Rules.
Select Cash Receipt Rules.
The New Item is renamed to Cash Receipt Rules. The cash receipt processing rules are now applied to the cash receipt.
Save and close.

Linking the Document to Cash Tender

After creating the cash receipt document and applying all of its parameters, you must link this document to the cash tender.

In the Generic Print window, choose Link Document.
Choose New.
Click on the Document drop-down menu and select Cash Receipt.
Click the Link Type drop-down menu and select Tender.
Click on the Link Code drop-down menu and select Cash.
Save and close.

The cash receipt and all of its parameters are now linked to the cash tender.

Note Note

For this function to work, you must convert and apply all modified files to the POS Server. From there, they can be copied to the POS terminal.

End of the note.