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Configure Ticket and Sales Document Templates

To print tickets and other sales documents like receipts, will call headers, and mailing headers, you must configure sales document templates. When you add a template, you select the type of document you want to print. The document types available include Ticket, Itemized Receipt, Credit Card Receipt, Mailing Header, Will Call Header, Refund Itemized Receipt, and Refund Credit Card Receipt. You then select a report file to associate with the template.

The report you associate with a template should correspond with the selected document type as it determines the layout of the printed document and the information it will include. For example, if you add a sales document template and select Ticket as the type, you should also select a ticket report file. By default, the system includes a set of preconfigured report files you can use to configure your ticket and sales document templates. For more information about each preconfigured report, see Understand Default Sales Document Reports.

When you configure ticket and sales document templates, you also select a printer list to associate with the template. This list determines the printers that are capable of printing the document. For example, if you add a sales document template and select Ticket as the type, you should assign a printer list to the template that includes only ticket printers. For more information about printer lists, see Configure Printer Lists.

In addition to assigning a printer list to a template, you also configure printing rules for each template you use. The printing rules you configure determine whether tickets and other sales documents print based on the sales method and delivery methods selected during the sales process. Whether printing is deferred is based on the configuration of each delivery method. For more information, see Configure Printing Rules for Advance, Daily and Online, Sales. If your organization processes group sales and accepts credit cards as a form of payment, you should also configure group sales printing rules. For more information, see Configure Printing Rules Group Sales

Note: Ticket templates differ from the other sales document templates in that you can assign ticket templates to the specific programs you configure and sell. This allows you to print different tickets on a individual program basis. Ticket templates are also prioritized when they are assigned to programs. For more information, see Assign Ticket Templates to Programs.

Understand Default Sales Document Reports

Add Ticket and Sales Document Templates

Edit Ticket and Sales Document Templates

Configure Printing Rules for Orders with No Balance

Configure Printing Rules for Advance, Daily and Online, Sales

Configure Printing Rules Group Sales

Configure Sales Document Print Priority

Edit Ticket and Sales Document Templates

Remove Ticket and Sales Document Templates

Mark Ticket or Sales Document Templates as Inactive

Mark Ticket or Sales Document Templates as Active

Preview Ticket Templates

Assign Ticket Templates to Programs