Setup Print and Email for Repair Job Invoices and Cards

Setup Print and Email for Repair Job Invoices and Cards

The below instructions explain how to setup Report Mapping for the Repair jobs done in Retailer. These settings are used when Previewing, Printing and Emailing from the Repairs screen.
  1. From the Main Screen of Retailer, click Setup -> Point of Sale.
  2. Open the 'Terminals' tab.
  3. Under the list of Terminals, open the 'Report Mapping' tab.

Repair jobs uses the following Report Types:
  1. Repair Invoice
  2. Repair Payment
  3. Job Card
  4. Job Card Internal
  5. Job Card Customer


Each Report Type needs a line in Report Mapping to Preview or Print. If you wish to email, then you need to add a second line for each Report Type above, as needed.

Add Report Mapping

  1. In the Report Mapping list, look for the Report Type, for example, Repair Invoice. If it not in the list, click the plus button to add a new line and select Repair Invoice as the Report Type.
  2. In the 'Printer' column, select the Printer you wish to print to. Alternatively, select Preview as the Printer.
  3. Choose a Template from the list. e.g. POS Repair A4
  4. To remove Report Mapping, click the Report Mapping line and click the minus button or press the Delete button on the keyboard.
  5. Once complete, click the Green Tick to Save.
  6. If you wish to email the invoice or job card, repeat these steps and choose 'Email Customers via Retailer' as the Printer. Make sure you select the same Template as the Print line.
  7. Repeat these steps for each Report Type listed above.
Report Mapping options for printing and emailing are set per Terminal. Repeat the above steps for each Terminal you wish to use for Repairs.
You can only see the correct available printers for the current Terminal. Be sure to go to each Terminal and check these settings from each one.

Once complete, the following lines should be visible in the Report Mapping list, in addition to the Report Mapping for other Report Types.

Repair Invoice / Job card information

Certain information on the Repair invoice or job card may be hidden/displayed based on some settings. These settings can be found in the Repairs screen, in the Setup button at the top right.
Info
For further information on what the available settings are, click HERE.