Standard Layout Setup for Readysell 8 Stores

Owned by Shannon Ball
Last updated: Jul 08, 2014

Layouts for Readysell 8 Workstations 

Set for Automatic Printing:

  • Invoices (1 Copy)
  • Picking slips (1 Copy)
  • Sales docket (1 Copy)

Criteria Settings for layouts (Non-POS Workstations):

  • Invoices = [Status] = 'Posted' Or [Status] = 'Posting'
  • Picking Slips = [Status] = ‘In Progress’

Criteria Settings for Layouts (POS Workstations):

  • Picking Slips = [Status] = ‘In Progress’
  • Sales docket = [Sale Invoice Tenders][[Tender.Tender Method] <> 'Customer']
  • Tax Invoice = [Sale Invoice Tenders][[Tender.Tender Method] = 'Customer']

The list of standards layout which is setup with installation:

 

Form Report

Comment

Sale Order     

Sales Order/Customer Credit Request/Quotation

 

Sale Shipment  

Picking Slip (with Back Orders)

 

Sale Invoice   

Tax Invoice/Adjustment Note (by Shipment) Landscape

There are 3 other reports to choose from: 1. Tax Invoice/Adjustment Note (Sale) Portrait   2. Tax Invoice/Adjustment Note (by Shipment) Portrait   3. Tax Invoice/Adjustment Note (by Shipment) Landscape. The ones that have (by Shipment) in breaks are for the one invoice a month customers.

Purchase Order 

Purchase Order/Supplier Credit Request

 

Customer Payment

Customer Receipt

 

Supplier Payment

Remittance Advice

 

Service Order  

Service Orders

 

Delivery       

Delivery manifest

 

Sale Invoice

Sales Docket

Set Receipt printer in general settings and report settings. This only effects workstations which have a receipt printer connected to them.

 

Testing of Layouts:

The standards process for printing manually:

  1. Created a sales order and click the “Ship” button.
  2. When once is created into a shipment, click the “Pick”.
  3. Confirm that the Picking slip splash screen appear and a picking slip is printing from the selected printer which is marked in the workstation settings.
  4. Once this is completed and checked, continue with the order and complete the order.
  5. Once completed, Confirm that the invoice prints to the correct printer and no other layouts prints unexpectedly.

The standards process for Automatized Warehousing:

  1. Created a sales order and click “save and close”.
  2. After a certain period of time, check the select printer which was marked workstation settings for picking slips and verified if the picking slip was printed for the order which you are testing with.
  3. After confirming that the picking slip is printed correctly. Complete the order.
  4. When completing the order, Confirm that the invoice prints to the correct printer without any other layouts printing as well.

The test for receipt printing:

  1. Complete a sale with no customer and check to see if a docket print out.
  2. Complete a sale with a customer and check to see if a tax invoice print out.