Edit Ticket and Sales Document Templates

You can edit the name and description for a ticket or sales document template. You can also select a different printer list to associate with the template. Since the template types have different behaviors, you cannot edit the Type field after it has been configured.

Warning: While the Report field is editable, we recommend that you do not change the report file associated with a template once it is in use because it will create issues with sales document printing.

For ticket templates, you can use the Edit template screen to download the default template provided in the program to edit it in a vector graphics software program. For more information, refer to Customize Ticket Document Templates.

Tip: Default ticket and sales document templates provided in the system do not have printer lists assigned as these are unique to your organization. During implementation, you must edit the default templates to assign printer lists. For more information about printer lists, see Configure Printer Lists.