Create a Print Template

Create and configure templates for the items employees print at the site. The available print template types include:

  • Cash Pull

  • Customer Receipt

  • Drawer Audit Report

  • Final Receipt

  • General Report

  • Guest Check

  • Gift Balance

  • Kitchen Ticket

  • Merchant Card Payment

  • No Sale

  • Paid In/Out

  • Refund

  • TSR Receipt

  • Time Clock Punch

  • Waste

To create a receipt template:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Settings.

  3. Select Receipt > Receipt Templates.

  4. Select New Receipt Template.

  5. Configure the record as needed.

Define General Settings for a Print Template

To define general settings about a print template:

Xenial Portal → Data Management → Ordering Settings → Settings → Receipt → Receipt Templates

  1. Open the General section of the template record.

  2. In the Name field, type a name for the template.

  3. Set the Active toggle to Active if the template is available for use at the site.

    • Multi-site users: Select the globe icon located to the right of the field to define values for each site.

  4. From the Template Type dropdown, select the applicable print template type.

  5. In the Description field, type a description of the template.

Define Optional Elements for a Print Template

Nota

The following is only applicable to the following print template types:

  • Kitchen Ticket

  • Merchant Card Payment

  • Receipt

  • Refund

To define optional elements for a print template:

Xenial Portal → Data Management → Ordering Settings → Settings → Receipt → Receipt Templates

  1. Open the Options and Sorts section of the template record.

  2. Select the desired Sort Option. The selected option determines how information on the printout is sorted.

  3. From the Optional Elements section, select the elements to include on the printout.

Nota

The sort options and elements that are available for selection vary by template type.

Select an Image for a Print Template

Nota

The following is only applicable to the following print template types:

  • Kitchen Ticket

  • Merchant Card Payment

  • Receipt

  • Refund

To select an image file to include with a print template:

Xenial Portal → Data Management → Ordering Settings → Settings → Receipt → Receipt Templates

  1. Open the Image section of the template record.

  2. Select Choose File.

  3. From the Open window, locate and select the file to upload.

  4. Select Open to upload the file to the template. A preview of the image is displayed.

  5. In the Image Size % field, type the desired size as a percentage.

  6. From the Image Align field, select the desired alignment for the image: Left, Center, or Right

Edit the Print Template Content

To edit what the template prints when a print job is generated:

Xenial Portal → Data Management → Ordering Settings → Settings → Receipt → Receipt Templates

  1. Open the Content section of the template record.

  2. In the Template Editor field, edit the markup language as desired.

    • Select Template Help to view the template variables and layout functions that are available for use.

  3. Select Update Preview to see a preview of the printed template.

    • Select Reset to Default to reset the template markup to its default configuration.

Nota

If a template is not defined for a particular receipt/report, the default template is used when a print job is generated.

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