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Print Setup

To help you accurately configure the system to print sales documents such as tickets, receipts, and will call headers, use the Print Setup page to guide you through the necessary steps. The Print Setup page provides an interactive list of the tasks necessary to successfully complete initial configuration. To access the Print Setup page, from Tickets, click Print setup.

The tasks on the Print Setup page are presented in a specific order because some build on others. Each task is linked to the corresponding area of the program where you complete the selected task. For example, when you select Workstations from the Print Setup page, you are sent to the Workstations page so you can add and manage the workstations your organization will use to print sales documents. For information about how to manage workstations, see Manage Workstations

Next to each task on the Print Setup page a red “X” appears to indicate that configuration is incomplete. After each task is fully complete, a green checkmark appears. When you first access the Print Setup, some tasks will already have a green checkmark due to default data provided in the system. You should review all default data to determine how it should be edited or what needs to be added.

If a task has a dependency upon the completion of another task, it will be inactive until all other tasks on which it depends are complete. For example, Printer Lists will be inactive until you have configured at least one workstation, and associated at least one printer to that workstation. Provided under each task is a brief description, as well as a count of how many active individual records have been configured in each feature area. For example, if you have configured five active workstations, “5 workstations available” appears under Workstations on the Print Setup page.

After you complete a task, you can navigate back to the Print Setup page by clicking the direct link provided in each feature area. This allows you to easily continue to the next task. To return to Print Setup from a feature area, under Setup on the explorer bar, click Print setup.

For more information about each item on the Print Setup page, see Print Configuration Checklist.