Print Templates Overview

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 
   

                                                                                             Figure 0.0

Understanding "Print Templates" Layout

By clicking "Print Templates," you can see its page. This page displays the following: Name, Type, Template Data, Created/Updated, and Actions.

                                                                                                Figure 1.0

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:
   

                                                           Figure 1.1

1. Dymo Label Writers: Dymo Label Writers are a line of electronic label-making devices that can be used to create and print custom labels quickly and easily. They typically print using thermal technology, meaning no ink or toner is required. Some popular Dymo Label Writer models include the Dymo 4XL, Dymo 450, and Dymo LabelWriter 550 series.
   

2. Zebra Label Print: 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.

1. Once the data is filled in the fields, click on "Save," "Save & Close," or "Save & New" to save the changes.
   
2. Click on "Cancel" to discard the changes and close the Add New Print Template.

                                                                                                                                           Figure 2.0          

1. Edit the information in the selected print template. 
   
2. Once the data is filled in the fields, click on "Save," "Save & Close," or "Save & New" to save the changes.
   
3. Click on Cancel to discard the changes and close the Add New Print Template.

The preview of the label is available for the Zebra type print template in the Preview Label Design. From there, you can also define the predefined dimensions as per your personal needs and requirements. 

3. Deleting the Print Template   

                                                     Figure 3.0

4. Print Manager

                                                                                                                                                                                                                                                Figure 4.0

1.1. Select Location for Data/Pricing: From the drop-down list of store locations, select one for which you wish to generate labels.

1.2. QOH 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 4.1

There are various other ways to manage the addition of products to the label printing queue. These ways are explained below:

2. Quick Search UPC: If you wish to print label for a particular product, enter the UPC that you wish to add to the queue for printing.

                                                                     Figure 4.2                 

3.1. Advanced Search: This option lets you choose the products in a broad way — not just by name or UPC, but also by department, vendor, active/inactive/all records, and    parent/child/standalone items.   

                                                                                                                                                                                                                          Figure 4.3

Sections on the Advanced Search page:

1. Type Product Name: Use this field to type and search a product.
   
2. All Products: Use this field to choose the product type - Parent, Child, Standalone, or All Products.
   

                             Figure 4.3.1

3. All Departments: Use this field to choose a particular department or all departments for searching for a product to add.

                           Figure 4.3.2

4. All Vendors: Use this field to choose a particular department or all vendors for searching for a product to add.
   

                         Figure 4.3.3

5. Search: Use this button to fetch the products as per your requirements.
   

                                              Figure 4.4

See Figure 4.4 above:

1. Click on "Search"  once the product selection customizations are done.

2. Make the selection of products by checking the checkboxes  against the product name.

3. Click on "Add Items to Queue"  in order to add the selected items to the print label queue.

                                                   Figure 4.5

3.2. Other Add Options: This field lets you choose other add-on options for the products. You can add products to the queue for print labels that have gone under price/cost changes. You can also add products that are on the adjustment worksheet or which are invoiced, i.e., they have just been added to the inventory.

                                                                         Figure 4.6

1. Add by Price Changes: Select items from the list of products that you wish to add whose price/cost is changed to the queue for label printing.

                                                                                                                                                                                                             Figure 4.6.1

1. You can search for a product by entering its name or UPC on the basis of cost or price change.
   
2. Check the product to select the product and click on "Add Items to Queue" to add them in the queue. 
   

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

                                                      Figure 4.6.2

3. Add by Invoice: Select the invoice from the list of invoices that are displayed after searching.

1. Click on "Add Invoice Items to Queue," and it will add the respective items to the queue for label printing. Whenever new items arrive at the store with an invoice, it becomes easier to print their labels in time.

                                         Figure 4.6.3

1. Once you click on "Add Invoice Items to Queue," you will be prompted with the ALERT message seen in Figure 4.6.4. 
   

                                                                                                      Figure 4.6.4

1. Select any 1 of the 4 options seen in Figure 4.6.4 and the system will add and display the list of products as per your selected option.
   

2. If you select Invoice # 0011223344 as displayed in Figure 4.6.3 and "All Items on Invoice & Children" from Figure 4.6.4 then the list of products will be added as highlighted in Figure 4.6.5.
   

                                                               Figure 4.6.5

1. Once the products have been added to the printing label queue, they can be printed as per the business requirements.
2. You can use this screen to manage items added to the printing queue.
3. Different sections of the Label Printing System screen are explained below for better understanding. 
   

                                                                       Figure 4.7

1. Product Name: Here is the name of the product for which the label is to be printed.
   

2. Product UPC: The UPC for the product is mentioned in this column.
   

3. Product Type: The Product Type is mentioned in this column as parent, child, or standalone.
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 subtract the quantity number.
   
   
5. Actions: To remove the individual added product, the "Remove Item" button can be used.
   

5. "Start Printing" Button

1. Click on the button to get directed to the Print Options page.
   
2. All the options found on Print Options are explained below: 

                                                  Figure 5.1

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 5.2. Select the printer type that suits your needs.
   

                           Figure 5.2

1. Avery Format: In case you have selected the Avery option, the customization option as per Avery format pops up, as displayed in Figure 5.3 below.
   

2. Choose Avery Format: Three options for Avery labels are explained below: 
   

                                      Figure 5.3

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 5.4.
   

                                                                                                                                                                                    Figure 5.4

2. Avery 5167: The 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 5.5.

                     Figure 5.5

3. 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 5.6.
   

                                                                                                                                                                                      Figure 5.6

                                                          Figure 5.7

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.
   
3. Include Buydowns: Enable this toggle to include buydowns to show the discounted price on the label.
4. Include Discounts: Enable this toggle to include discounts to show the discounted price on the label.
   
5. Use Aliases: If the toggle is enabled and no aliases are found for the item, the system will automatically display or print the standard UPC without prompting the user. 

If these toggles are set to NO, they will not display the price and UPC of the product on the label.

              Figure 5.8

                          Figure 5.9

1. Choose Zebra Format: There are many predefined zebra formats. Choose the one from the drop-down.
   
2. 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.
3. Choose Printer: Choose the printer from the drop-down list.
   

Download JS Print Utility: In case the JS Printer is not installed on your system, click on the link button as highlighted in Figure 5.9 to do so. This utility helps in previewing the template for your label.

1. Include Buydowns: Enable this toggle to include buydowns to show the discounted price on the label.
2. Include Discounts: Enable this toggle to include discounts to show the discounted price on the label.
   
3. Use Aliases: If the toggle is enabled and no aliases are found for the item, the system will automatically display or print the standard UPC without prompting the user. 

Printing Label with Print Label Button:

                Figure 5.10

                           Figure 5.11

1. Choose Dymo Format: There are many predefined formats. Choose the one from the drop-down.
2. Choose Printer: Choose the printer from the drop-down list.
3. Include Buydowns: Enable this toggle to include buydowns to show the discounted price on the label.
4. Include Discounts: Enable this toggle to include discounts to show the discounted price on the label.
   
5. Use Aliases: If the toggle is enabled, and no aliases are found for the item, the system will automatically display or print the standard UPC without prompting the user. 

A sample Dymo label:

          Figure 5.12

You need to install the Dymo Web Service App to print the Dymo labels.