We have a video guide on setting up the receipt printing in Retailer - 🎬 Setting Up Tills, Cash Drawers and Receipt Printing

Retailer gives you full control of where & how receipts are printed, but you must first configure your printers on each POS terminal.

These features require the appropriate printer drivers/software to be installed on your computer.

Configuring POS Printing in Retailer

1. On the top menu bar of Retailer, click on Setup -> Point of Sale.
   

Printing tab (general printer settings)

This section mainly selects the default printer for receipts (docket or A4) and has options to include logos or extra stock details on the receipt.

1. Click on the Terminals tab and then, in the middle row of tabs, Printing.
2. In the Receipts section:
• In Receipt Type, select the type of printer for receipts.

If you select A4 or A5, select the printer from the drop-down box and go to Step 4. If you select Receipt Printer, continue below.
• In Printer, select the brand/make of the receipt printer from the drop-down box.
• In Port, select LPT1.
• Tick Use Printer Driver.
• In Driver Name, select the receipt printer driver name from the drop-down box.
• Tick Add Logos to Receipts, if required. Click HERE to learn more about receipt logos.
• Tick Print Extra Details on Receipts, if required. Click HERE to learn more about stock extra details.
3. Click Save.
   

Report Mapping tab (specific receipt and printer settings)

This section let's you assign different sale types to print receipts to different printers, and receipt email behaviour. It also allows selection of the receipt template to use (docket or A4).

1. Click on the Report Mapping tab. The screen should already be populated with default settings. If not, follow the steps below to add them.
2. You can use the Add Defaults button, which will add all receipt types for the currently selected printer (Printer and Driver options can be found under the printing tab). Alternatively you can use the Plus button down the bottom left hand side to add in report mapping options individually.
3. To add additional printing options:
   
• Click on the + button.
• Under Report Type, select the type of transaction receipt.
• Under Qty, enter the number of copies to print.
• Under Friendly Name, type in a name for the printer. This is optional and only appears if you multiple printers for the same receipt type.
• Under Code, type in the terminal code for the printer. This is only used for Multi-store users with Terminal Services selected under the Printer option.
• Under Printer, select the printer driver from the drop-down box or one the options below:
  

  Choose Printer	Allows you to choose a printer when the receipt type is generated.
  Preview	Allows you to view the receipt on-screen before printing it out.
  Terminal Services	Used for Multi-store users that access Retailer using a Remote Desktop Connection.

• Under Template, select the receipt style from the drop-down box.
  
• Under Margin Right, you may set a margin for the right side of the receipt, to adjust alignment of printing. A bigger number adds more space on the right.
  
• Under Margin Left, you may set a margin for the left side of the receipt, to adjust alignment of printing. A bigger number adds more space on the left.
  

  See the Report Types for Report Mapping section below, for explanations and suggestions of setting this up for different types of sales/transactions.
• Repeat the steps above for each receipt type that you want to print.
• Click the Green Tick icon to save the changes.

Report Types for Report Mapping

For transactions in Point of Sale , Previous Sales, and in Customer Screen

These can be set to go to docket or A4 printers (Printer column), using docket or A4 templates (Template column). The report types are for the different transactions shown below:

2. POS - Normal (Cash) Sales performed in Point of Sale, where payment is taken during the sale
   
3. POS Invoice - Invoice Sales to Account Customers, where payment will be taken later, and the customer account is charged the amount
4. POS Payment - Account Customer Payments
   
5. POS Credit - Invoice Credits to Account Customers where items is returned, and instead of a refund, a credit is given to customer account
6. POS Layby - New laybys created for sales, some may have 2 copies printed with one for the customer and another for the business
   
7. POS Layby Collection - Different receipt for when Laybys are completed and items collected
   
8. POS Layby Payment - Receipt for when Layby payment is made
   
9. POS Layby Refund/Cancellation - Receipt for cancellation of Laybys, including refunds
10. Gift Voucher - Gift Vouchers issued from Point of Sale and tracked by Retailer
    
11. Gift Exchange - Receipt without Dollar Amounts. See Gift / Exchange Receipts
    
12. No Sale - No Sale Receipts. See Adding / Removing money from the Till
    
13. Tax Free - Tax Free Sale receipts. See Duty-Free / Tax-Free Sales
    
14. Valuations - Valuation Certificates. See Valuation Certificates
    
15. Merchant Copy - Eftpos Merchant Copy receipts
    
16. POS Pickslip - Pickslip for any sale transactions, this can even be used for cash sales.

For transactions in Quote and Invoice Management screen

The Quote and Invoice Management receipt/invoice templates and settings are described in more detail in another advice sheet. Click HERE to see that.

For transactions and job cards in Repairs screen

The Repair invoices and job cards templates and settings are described in more details in another advice sheet. Click HERE to see that.

Emailing Receipts Report Mapping Setup

To set up Retailer to send email receipts automatically, follow the same steps above, but you only need to select the Report Type, Printer and Template for each of the different Report Types you wish to email. This must be done per terminal.

From the main screen of Retailer go to Setup -> Point of Sale

Go to the Terminals tab and then, in the middle row of tabs, Report Mapping.

Use the Plus button down the bottom left hand side to add in a Line 

Report type - The type of sale generating the receipt (e.g. POS, POS Layby, Customer Invoice etc.).

Printer:

Select Email Customers Via Retailer to only email receipts linked to Customers profiles in Retailer, or

Select Email All Customers Via Retailer for Retailer to prompt for an email address when you don't select a customer. It will send emails automatically if you do select a customer

Template - The style of receipt you wish to print (e.g. portrait/landscape, A4/A5/Receipt, Inc/Ex GST).

For troubleshooting report mapping click HERE.