Printing Custom Forms for Transactions

1. To get started on creating or modifying your custom form, first access the Setup menu. Then, create any attributes that you want to include as transaction attributes. 


      Step 1: Select the Attribute Type as "Transaction Item".

      Step 2: Create a name for your attribute, select a format, and then select the green Add New Attribute option.

      Step 3: Your newly created attributes will appear on the right. 


2. After all your desired attributes have been created, you must access the POS screen. From there, select a customer and then select Recall Trns or press F3 on your keyboard. 




3. Next you will want to click on the 021.PNG button, and then select Print Custom Form.




4. The Transaction Custom Form screen will then appear next.  From this screen simply click on 022.PNG to open the Label Designer.



5. Once the Label Designer is open you can choose to modify an existing label or create a new label (even delete a label if needed).  The label is the template for your Custom Form.  For this article we will progress by choosing to create a New Blank Label.



6 When open the Label Designer you will either see an existing label or a new blank label depending on what you chose from the Label Designer. 




For full details behind the functions in the label designer, please see the article HERE.

(If you don't want to create your custom form from scratch, then you can use the template HERE.)


7. Select the 012.PNG option and then select the template from wherever you saved it on your computer.



8. The template will appear with some basic information, though the majority of the form will allow you to specify fields as-needed for your business.





 9. If you want to use your own attributes, you must use the following command line, but you must change a certain section of it to match your desired attribute name. Add a text field onto the custom work form, and enter the following script into the databaseFieldSpecial for the text: 


Replace ########## with the name of the transaction item attribute so that it will be linked properly to pull that information for the SKU. This guide uses "Model Name" as the example attribute filled in. 



For more information about setting up Transaction Item Attributes, please see the article HERE.


10. When you are finished modifying the fields needed to display for your custom form, be sure to click on 014.PNG before closing the form designer.


11. Now when you sell a SKU that has the transaction attributes you setup, it will automatically print a custom form from your default printer, and create a digital copy accessible in AmberPOS simply by recalling the transaction invoice. For more information on recalling a transaction, see this link.


     Step 1: Select the Custom Form option at the bottom of the Invoice.

     Step 2: Under Form Type, select what you named your custom form. 

     Step 3: Next, select Manual / Preview to view it. 


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