Dockets - Using Tags to Generate Order Dockets

Dockets - Using Tags to Generate Order Dockets

Starting from Retailer 3.3.2, you can now tag specific items so that when sold, the system will print a short docket containing an order number, the tagged items and any notes that were attached to those items. This docket can be set up to print to a separate printer from the regular receipt printer.

The intention of this system is to be able to print short order stubs at a second location. For example, it could be used to send order dockets through to a yard or warehouse so that parts can be picked, or to send food  orders through to the kitchen.

Tagging Stock with Printing Tags

Printing tags are added to stock in exactly the same way that normal stock tags are. For a guide to how to assign stock tags, check the link below. Once the tag has been created, you can then convert it from an ordinary stock tag into a printing tag.
To learn how to create and assign a tag to a stock item, click HERE

These are steps for converting the tag into a printing tag:
You can skip step 2 if you have already created the tag by assigning it to a stock item.
  1. From the main menu of Retailer, go to Setup->Tag Management
  2. In the Box marked 'Tag', type the name of your printing tag, then click the '+'. You should see your tag appear below. Click Add.
  3. Click the 'Tag Types' tab. You should see a list of all your tags.
  4. Find your printing tag and change the Tag Type to 'Printing'. Hit Save.
For an item in a sale to generate an Order Docket, it needs to be tagged with the special tag. Only the items in a sale that are tagged with a printing tag will appear on the docket; if no items have the tag, no docket will be printed.

Setting up Docket Printing

For a general guide to Report Mapping, click HERE
Once you have tagged your stock, you will need to add report mapping to tell the system where to print order dockets from. These settings are separate for each of your POS, so if you have multiple terminals you will need to add the report mapping to each one.
  1. From the main menu of Retailer, go to Setup->Point of Sale.
  2. Click the 'Terminals' tab then, in the second row of tabs further down, the 'Report Mapping' tab.
  3. Click the '+' button to add a new line to the grid.
  4. Click into the 'Report Type' column of the new line in the grid. Select 'Tag Docket' as your Report Type.
  5. Click into the 'Printer' column and choose the printer you want the docket to print from.
  6. Click into the 'Template' column and choose 'POS TagDocket'.
  7. Finally, click into the 'FriendlyName' column and select the Printing Tag you created earlier.
If you created multiple printing tags, you will need to add a separate line in report mapping for each tag. You can have different settings for each tag.
Order Dockets will show an Order Number along with the items that have been tagged. For more info on adding Order numbers to sales - either manually or automatically - click HERE
Order Dockets will also show any item notes that were added in the POS screen during the sale. For how to add item notes, click HERE


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