Sometimes, you might run into an instance where you want to only send email statements to certain vendors and only print statements for certain vendors. Follow these steps to learn how.
Note: In order to email documents within Artisan, your email settings must be set up. Follow this article to link your email with Artisan.
Emailing Consignment Payout Statements
1. Head to “Program Options,” and “Configuration Settings.”
2. Look for “Device Configuration,” then open the “Printers” section.
3. We’ll need to set up a “Printer” to “Print to File.” This will create .pdf documents on your computer, instead of sending documents to a physical printer. We recommend using “Printer 4” if it isn’t in use. If you’re already using this slot for another printer, head to the next available printer section (ex. “Printer 5” instead).
Select “Yes” for “Print to File?“
Next, you’ll need to choose a “Print File Folder” destination. This should default to “Print to File.” If it doesn’t, select “Documents.“
Then, select “Artisan” and look for the “PrintToFile” folder.
4. Now, open the “Printer Assignment” section.
5. Look for the “Statements” section, then change the “Printer” number to our “Print to File” printer (ex. number 4). Change “Email Consignment Statements When Posted?” to “Yes.” Save your changes.
6. Now, you’ll need to determine which vendors you want to send emails to. We recommend using the Power Search to narrow your results. For example, grouping vendors by category if you’re dealing with a large number of vendors. Once you have these vendors narrowed down, we’ll need to put a special character in the “Vendor Name” field. Some examples are a reverse apostrophe or ` asterix *.
7. Next, head to “Accounting,” “Consignment Accounting,” and “Print Consignment Payout Statements.” Change “Vendors to Include” to “Range of Vendors.” You’ll notice that putting a special character at the beginning of the “Vendor Name Field” will cause these vendors to jump to the top of the list, which makes it easier for you to select which vendors are being emailed.
8. Select your starting vendor and ending vendor.
Example of Starting Vendor:
Example of Ending Vendor:
All vendors between the start and end will be included as well.
Print Consignment Payout Statements
1. When you’re finished with the vendors you want to email, go back to your “Printer Assignment” settings and turn the “Consignment Statements” printer back to “1.” Make sure “Email Consignmentment Statements When Posted?” is set to “No.” Press “Save.”
2. Return to the “Print Consignment Payout Statements” screen. Select the vendor payout statements you want to print.
