Form/Label Editor

The Form Editor is a centralized form system managing the format of receipt, invoice, and report forms.  Workstation and printer specific forms are created from this system.  A standard format is provided for each of the forms which can then be modified for use at an individual workstation or the entire system.  Workstation forms and printer relationships are assigned within Company Setup | Workstation | Printers.

 

 

Each form/label has the system defined variables to print the appropriate information for each of forms/labels.  Additional information can be added to any form/label.  The following help files illustrate the procedures that are available to add other information to any form/label.  If other information is desired, please call TransActPOS for the appropriate variable name to add to a form/label.

 

 

Within the form editor, the Report Controls toolbar provides standardized editing tools for the elements of the report form.

 

 

The report controls allow the user to modify the layout and physical characteristics of the report form.  

 

A list of defined invoice forms will be displayed.  Select the desired form or click on the New button to create a new form.

 

The Setup tab will display the form information from which the form can be modified by clicking on the Modify Form button.  The Form Type can not be changed once it is defined in creating the form.

 

The Report Designer editor will display the predefined form from which modifications can be made.

 

The List tab will display all the defined labels.  Click on the New button to create a new label or highlight the one of the listed labels and click on the Properties tab to display the label information.

 

Enter a Label ID and a description.  Select the type of printer for the label and the Label Format of individual or sheet.  Click on the Modify Label button to edit the label and the Print Test button after modifying the label to determine if further editing will be necessary.  There are four defined system formatted labels; Item. Bin, Customer, and Sold Tag.  Select each and modify them to the desired format.

 

 

The following standard Bin label may then be edited in the Label Designer editor.

 

The standard system Gift Card form contains the following which can then be edited or additional information can be added.

The standard system Service Form contains the following information which can then be edited.