Sri Software
ABN:45612647971
sales@srisoftware.com

Print Forms


1.Go to the back-office and click on the option Company Administration - Print Setup and then click on the option Print Forms.

2. Print Forms define the document layout to be used to print for the selected document.

3. Add New : This Button is used to Add New Print Forms.

4. In below image click on Add New Button then it will displays the following image.


5. A New Print Templates will open the new page and fill the details.

6. Fields in this Print Forms Include:

  • Doc Type
  • Doc Format
  • Doc Code
  • Language
  • Description
  • Doc Status
  • Doc Location
  • Output Type
  • Active
Doc Format: is fixed after the initial setup. The default is HTML.

Output Type: The default is View. Select the correct option action needed for this document. Set it o View to allow the user to select the output type dynamically during the actual print action.

Doc Location: Set this to 0000 or leave it blank to define this form to be used for all locations in this company.

Doc Code: The default is DEF. This code identifies this form as belonging to this particular document group. This code can be maintained in the bp doc routing table for each customer. When printing this code is checked and matched for identifying the document to be used.

7. Click on Template Settings and then fill the details.

Header: This section defines the top header section of the document. Including the Logo, company name and other details. Select the header template that you want to use for this document.

Details: This section defines the detail / middle section of the document. Showing the line details of the invoice and etc. Select the detail template that you want to use for this section.

Footer: This section defines the footer section of the document. It shows the invoice totals and etc. Select the detail template that you want to use for this section.



8. Click on Print Settings and then fill the details.

Default Printer: Select the default printer to be used when printing directly

Print Method: Print Immediately or as a batched job.



9. Click on Email Settings and then fill the details.

From Email: Enter the email address used to send from.

Subject: Enter the subject line for the email subject.



10. Click on Override Message and then fill the details.




11. Click on Attachments and then click on Add new button then enter the details.

12. Once you have completed the Print Forms details, clicking the Add button as shown








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