Print Templates

Print Templates

Print Templates Overview

Print templates allow the generation and printing of barcode labels to affix to products. This includes Avery labels, Dymo labels, and Zebra labels that can be generated for single items and filters of items based on values such as invoices received, price changes, departments, categories, manufacturers, etc.

1. Reaching Print Templates 

To reach "Print Templates," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Maintenance
  4. Step 4: Choose Print Templates 
By clicking "Print Templates," you can see its page. This page displays the Name, Type, Template Data, Created/Updated, and Actions.

                                                                                  Figure A

1. Adding a New Print Template

Follow the steps mentioned below to add a new print template:
  1. Click the “Add New” button highlighted in Figure A above to add a new print template. See Figure A.
  2. The form highlighted in Figure B will appear on your screen.

                                                                                           Figure B

Print Template Fields:
  1. Name: Mention the name of the template here in this field.
  2. Type: This field offers two options, depending on the type of label printer used. Depending on the availability of the label printer at your store, you can choose either of the two:
  1. Dymo: These have unique markings that allow the devices to detect their positions.
  2. Zebra: These offer excellent print quality for thermal transfer printing up to 8 inches per second with a permanent acrylic adhesive that offers high adhesion to corrugated surfaces.
  1. Template Data: It provides context for each parameter and makes it much easier for users to modify templates.

2. Editing the Print Template

Follow the steps mentioned below to edit the print template: 
  1. Click the “Edit button highlighted in Figure A above to edit the existing print template. See Figure A.
  2. The form highlighted in Figure C will appear on your screen.

                                                                                            Figure C           
  1. Edit the information in the selected print template.    

3Deleting the Print Template   

Follow the steps mentioned below to delete a print template.

  1. Click the “Delete” button highlighted in Figure D above to delete a "Print Template." See Figure A.

                                             Figure D 
  1. Click “Yes, Delete” to continue the process of deleting the print template.
  2. Click “Cancel to close the pop-up and skip the deletion process.

4. Print Manager

This button redirects you to the Label Printing System, as highlighted in Figure D.

                                                                                                  Figure E

Fields:  See Figure E
1. Select Location for Data/Pricing: From the drop-down list of store locations, select one for which you wish to generate labels.
2QOH Filter: This field displays the different filters for quantity on hand. Select any one of the options from the drop-down list as per the requirements.
  1. Only Items > 0: This option will display only items with a QOH greater than 0.
  2. Only Items < 0: This option will display only items with a QOH lesser than 0.
  3. Only Items >= 0: This option will display only items with a QOH greater than or equal to 0.
  4. Only Items <= 0: This option will display only items with a QOH less than or equal to 0.
  5. Only Items = 0: This option will display only items with a QOH greater than 0.
  6. Only Items <> 0: This option will display only items with a QOH not equal to 0.                                                
                                                                         Figure F
3. Advanced Search: This option lets you choose the products in a broad waynot just by name or UPC, but also by department, vendor, active/inactive/all records, and    
parent/child/standalone items.    
                                    
                                                                                      Figure G
3.1: Quick Search UPC: Enter the UPC that you wish to add to the queue for printing.

                                                                                    Figure H

4. Other Add Options: This field lets you choose other add-on options for the products.

                                                                                 Figure I
4.1: Add by Price: Select items from the list of products that you wish to add whose price/cost is changed to the queue for label printing.
                                                                                                                                       Figure I1
  1. You can search for a product by entering its name or UPC on the basis of cost or price change. Select the product and click on "Add Items to Queue.

Add by Price Form Fields: 
  1. Name: It displays the name of the product name.
  2. UPC: It displays the UPC of the product.
  3. Zone: This displays the pricebook zone for that product that it falls in.
  4. Change Type: This column displays the type, whether it is a price change, cost change, or both.
  5. Total Changes: It displays how many times the product has gone under price/cost change.
  6. Latest Timestamp: This displays the last timestamp for price/cost change.

4.2: Add by Worksheet: Select the worksheet from the list of worksheets that are displayed after searching.
Click "Add Worksheet Items to the Queue,and it will add the respective items to the queue for label printing.


                                                                       Figure I2

Add by Worksheet Form Fields: 
  1. Vendor: This column displays the name of the vendor to whom the products have been returned.
  2. Location: The location of the store from where the process is initiated is mentioned here in this column.
  3. Return Type: Here, the return type that is selected at the time of worksheet creation is mentioned.
  4. Item Count: The total number of items that are to be replaced is mentioned here.
  5. Date: The date of creation is displayed in this column.

The respective items will be added and displayed as displayed in Figure I3.


                                                          Figure I3
4.3: Add by Invoice: Select the invoice from the list of invoices that are displayed after searching.
Click on "Add Invoice Items to the Queue," and it will add the respective items to the queue for label printing. So, whenever new items arrive at the store with an invoice, it becomes easier to print their labels in time.


                                                                  Figure I4
Add by Invoice Form Fields:
  1. Vendor: This column displays the name of the vendor that has sent items to the store.
  2. Location: The location of the store from where the process is initiated is mentioned here in this column.
  3. Invoice #: It is a unique code that is systematically assigned to invoices that are used to identify invoices.
  4. Date: It is the date on which the invoice was issued.

Once you click on "Add Invoice Items to the Queue," you will be prompted with this ALERT message.


                                                                    Figure I5
  1. Select any 1 of 4 options, and the system will add and display the list of products as per your selected option from Figure I5.
  2. If you select Invoice # 123 as displayed in Figure I4 and "All Items and Children" from Figure I5, then the list of products will be added as highlighted in Figure I6.

                                                            Figure I6
5. Remove Selected: To remove the selected product(s), the "Remove Item" button is displayed here.
6. Start Printing Button: This button will print the labels as per the selected options. explained below in the latter part of the document.

Printing Label Form Fields: See Figure J below:
7.1: Product Name: Here is the name of the product for which the label is to be printed.
7.2: Product UPC: The UPC for the product is mentioned in this column.
7.3: Product Type: The Product Type is mentioned in this column as parent, child, or standalone.
7.4: Qty to Print: The quantity number is the quantity number that describes how many labels should be printed for the selected products. For example, if the value of the print quantity is 5, the system will print 5 labels for each item. With (+) and (-) signs, you can add or remove the quantity number.
                                                              Figure J

7.5: Actions: To remove the added product, the "Remove Item" button is displayed here. 
See Figure K.

                                                                                              Figure K

5. Start Printing:

This button will help you choose the printer options best suited for the printer you have.

                                                          Figure L
  1. Choose Printer Type: This field lets you choose the printer type from the drop-down list that consists of three options for selecting a printer for your labels. See Figure M. Select the printer type that suits your needs.
  1. Avery Formats
  2. Shelf Templates
  3. Zebra Formats
These options are explained below:

                                                Figure M
  1. Avery Format: In case you have selected the Avery option, the customization option as per Avery format pops up, as displayed in Figure N below.
  2. Choose Avery Format: Three options for Avery labels are explained below. 

                                                   Figure N
    1. Avery 5160: The Avery 5160 label template allows the generation of labels with the product's UPC number, price, and barcode. The label will be generated as shown in Figure N1.

                                Figure N1
    1. Avery 5167The Avery 5167 label template allows the generation of labels with the product's UPC number and the product's barcode. One major difference between Avery 5160 and Avery 5167 is that it displays only the item name, barcode, and UPC in a smaller font. See Figure N2.

                     Figure N2
    1. Avery 94220: The Avery 94220 label template allows the generation of labels with the product's name, the product's price in bold fonts, and the product's barcode with UPC number. See Figure N3.

                  Figure N3
  1. Show Price: If this toggle is set to YES, it will display the price of the product on the label.
  2. Show UPC: If this toggle is set to YES, it will display the UPC of the product on the label.
  1. Choose Shelf Tag Format: The 2x1.25 Shelf Tags label template allows the generation of labels with the product's UPC number and the product's barcode. These labels are used on the shelf where the products are stored. See Figure O.

                                                          Figure O
  1. Show Price: If this toggle is set to YES, it will display the price of the product on the label. 
  2. Show UPC: If this toggle is set to YES, it will display the UPC of the product on the label.
If these toggles are set to NO, they will not display the price and UPC of the product on the label.

The Resultant Label:

              Figure P
  1. Zebra Formats: The Zebra Formats template allows the generation of labels with the product's UPC number, price, and barcode. The label will be generated as shown in Figure Q. 

                                                           Figure Q
  1. Use Full PLU: If this toggle is set to YES, this will display the full Price Lookup Unit code for the item on the label.
In case the JS Printer is not installed on your system, click on the link button as highlighted in Figure Q to do so.
The Resultant Label:

                Figure R




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