Add a ticket or sales document template

1. From Tickets, under Printing, select Sales Documents.

2. Select Add.

3. Enter a name and description to identify the template.

4. In the Type field, select the type of sales document you want to create.

5. For all document types other than Ticket, Itemized Receipt, or Credit card Receipt, in the Report field, select the report to attach to 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 select Refund Itemized Receipt as the type, you should select a refund receipt report file. For more information, see Understand Default Sales Document Files.

6. If you select Ticket as the Type, select to option to upload the custom .svg template file from your local machine. For more information, see Customize Ticket Document Templates.

7. In the Printer list field, select a printer list to assign to the template. The list you select should include printers that are capable of printing the document. For example, if you add ticket template, you should assign a printer list to the template that includes only ticket printers. For more information, see Configure Printer Lists.

   Note: When a document is printed, the printer list assigned to the document template is compared to the workstation’s available printers. If the first priority printer is not available, the document prints on the next available printer of the highest priority.

8. Select Save.

You can now configure printing rules to determine whether the documents print based on the sales method and delivery methods selected. For more information, see Configure Printing Rules for Advance,Daily, and Online Sales

Note: If you added a ticket template, you must assign it to programs. For more information, see Assign Ticket Templates to Programs.