How do I edit Print Templates for full page documents?

Yellow Dog Inventory includes a print template editor under System Setup that enables users to create and modify any printable document within the system. A number of templates are built in for users to print with or modify from the beginning

To customize an existing template without worrying about making a mistake or losing the original, click the Create New Print Template Based on Selected button on the Print Templates Screen. You can also create a new template from scratch, edit an existing template, or remove an existing template:

*Note: System setup, and edit print template permissions are needed to perform this task. If cannot see or access System Setup or Print Templates when logged in, you will need to see your on-site admin for additional permissions.*

  1. To create a new print template navigate to System Setup on the left, select Print Templates, and choose Create new Print Template. On the Editor screen, choose the appropriate type, and give it a description. 

2. To change the size of the template, right-click on the page selection at the very top of the editing field, then select the Width & height accordingly. 

  

3. Page Headers and Footers are included automatically. If you do not want to have them, simply right-click on the appropriate section and set the size to zero. 

   

4. When your size and header/footer settings are correct, you can begin adding data fields to the template. Right –click on the grid and select Insert and choose the applicable option: 

     

 •Data Field: This is used to display information associated with the item, such as retail price, description, or the current SKU. 

•Expression: You can create a variety of equations that are determined at printing. These are typically used in Purchasing documents, for weighted items, etc. 

•Text: Any text you would like on the template can be typed here. 

•Picture: Pictures can be displayed on the template as well. 

5. When you have your data field added, you can resize and move it as necessary. Right-clicking on the field will bring up a number of additional options: 

     

     

•Font: You can change the typeface and size and select bold, italics, or underline. 

•Format: Defaults based on the data field you select. However, you can change your information as needed, most commonly the barcode format, but also including date and time, currency, fraction, and several other options. 

•Alignment: There are nine alignment orientations to choose from. 

•Border: You can fully or partially border your information with a thick or thin line. 

• White on black: Display your information as white text on a black background 

•Vertical Text: Rotates the text clockwise 90 degrees. 

Print Template New Features 

• The Item List template now includes fields for Par Level and Reorder Point. This can be useful for creating order guides. 

• The Receipt template now has a date field for Picture 1

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