You can set up Artisan to automatically print specific documents (“sales slips”) during certain transactions or “conditions.” These conditions range from normal sale or credit, layaway, order, deposit/payment, return to vendor, internal use, donation, and more. Common examples are printing a customer copy of a receipt, printing packing slips, and printing fulfillment worksheets.
There are a few settings you must configure beforehand. In order for Artisan to recognize that a document needs to be printed after the transaction has occurred, you must have the station’s receipt printer settings configured correctly.
Head to “Device Configuration” in “Program Options.” Click on “Printers.”
Determine what printer(s) you’ll be using. For example, if you’re using a receipt printer to print a receipt and a sheet printer to print an invoice after a transaction, you’ll want to edit both of the printers’ settings.
Select what printer the document(s) will print at. Or, if you want to review the document(s) in another program before printing them out, you may select “Adobe PDF” or a similar application from the dropdown.
Learn more about configuring printer settings in Artisan here.
Make sure “Disable?” is set to “No.” Press “Save.”
Just above “Device Configuration” is “Customizing Printed Forms and Receipts.” Expand that section.
Click on “Edit Slip Styles.”
This opens a list of all documents, such as receipts, invoices, and fulfillment forms.
Editing a slip style brings up the following screen.
If you want to look at the document before it prints, such as to review or email the document within Artisan, check off “Preview.” Artisan will open the document before printing. To email the document, click the mail button at the top of the screen.
Determine how many copies of the document you want to print in the “Default # of Copies” field. In this case, we just want to print one Standard Full-Sheet Invoice. A common use for printing more than one copy is printing one for the customer and one for your personal physical records.
Next, click on the “Conditions” tab to determine when the document will print.
Select the printer the document will print to.
Determine what payment types apply to this condition. You may select all payment types or refine the payment types further. For example, if “Any Credit OR Debit Card” is selected, the condition only applies to credit and debit cards.
For further options, select “A Specific Payment Type” and choose the type from the dropdown.
Next, determine if there is a total amount of the sale or return that triggers this document. For example, maybe you only want to print out invoices for more expensive orders or returns.
Determine if this document applies to all customers…
Or a specific customer type.
You may also narrow your selection by keyword. This will apply to all customers that have this keyword in their customer record and fit the other criteria selected. An example is a custom form you created to only print when loyalty club members buy an item.
Determine if the item(s) in the sale must meet further requirements. For example, maybe you only want to print a custom form for items in a specific category or from a specific vendor.
Enter the code(s). Separate multiple codes with commas.
If this condition applies to any item, leave this field set to “of any type.”
Finally, select which site this condition is relevant to. Perhaps you’re hosting a sale event at a single location and thus only want this document to print at that location.
Check off all transaction types that apply to this condition.