In some cases, a single sales order may be handled by multiple individuals to provide the service. For example, in restaurants, a single order may include multiple food items, each prepared by a different person. To streamline the workflow, you may need to print individual receipts (slips) for each service provider, ensuring better organization within the restaurant.
This article outlines the required steps to print these receipts.
Printing Receipts Based on Service Provider
This process involves two main steps:
1- Enabling the "Allow Filtering Sales Order Lines" Setting
Go to the Settings module.
Open the “Print Setup” page.
The default selection should be the “Sales” module and the “Sales Order” Document.
Set the paper size to “Receipt”.
Select the receipt template to be printed.
Click on “More Actions” and then “Edit”.
Open the Template Configuration section.
Enable the “Allow filter order lines” option in the print settings.
Click on “Save”.
2- Printing Receipts from the "Sales Order" Page
First, ensure a custom field is created to store the names of service providers. Then follow these steps:
Go to the Sales module.
Open the “Sales Order” page.
Search for the sales order you wish to split into receipts.
Click on “⁝” and select “Columns”.
Display the custom field that contains the service providers' names.
Click on “Save”.
Click "" to print.
Select “Print Order”.
Choose the receipt template.
Filter the order lines to display only the lines assigned to a specific service provider.
Click on “Print”.
Note: You can repeat the same steps, changing the selected service provider each time to print all required receipts.
Note: The custom field for "Service Provider" is just one example of how to use the "Allow Filtering Sales Order Lines" setting. You can follow the same steps with a different custom field to leverage this feature for printing receipts based on the data stored in the selected custom field.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.