Creating a New Print Template in Simple Mode
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You may need to create a new print template to customize the layout of printed documents, control which data is displayed, and specify which users are allowed to use the template.
Creating a New Print Template in Simple Mode
The following steps use a Sales document as an example.
- Go to “Settings”.
- Open the “Print Templates” page.
- Click on “New Template”.
- Select “Simple Mode” as the Template Design Mode.
- Select the Module.
- Choose the required document.
Note: The “Layout” option (Blank or Pre-printed) is available only when creating print templates for Sales Orders.
- Click on “Confirm”.
- Select the paper size (A4, Receipt, or Custom).
- Enter the template name.
- Go to “Template Style”.
- Select the font name and size.
- Choose the print direction (Right-to-Left or Left-to-Right).
- Go to “Header/Footer layout” to add a logo, image, or text to the top or bottom of the template.
- Click on the Upload icon “
” to upload an image.
Note: You can also change the labels displayed in the printed document by editing the corresponding name for each field.
- Go to “Company & Bill to Data” to select the company and customer information you want to display.
- Go to “Order Master Data” to select the required fields.
- Go to “Order Details Data” to select the required columns.
- Go to “Order Totals & Payment” to display payment and tax details.
Note: You can choose to display either the Proposed Payment or the Actual Payment.
- Go to “Template Configuration”.
- Select the users who are allowed to print using the template.
- Enable the “Print on Save” option.
- Click on “Save”.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.
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