Receipts

1. Customizing Evergreen’s Receipt TemplatesTerran McCannaPINES Program ManagerGeorgia Public Library Servicetmccanna@georgialibraries.org

2. Receipts Windows Printer Settings Evergreen Printer Settings Evergreen Receipt Templates

3. Overall Steps for Setting Up Receipts Receipts • Install Printer Drivers for Laser and Receipt Printers and Set Up Paper Size / Properties • Set Windows Default Printer to the Laser Printer • Configure Evergreen Printer Settings • Default Settings = Laser Printer • Receipt Settings = Receipt Printer • Offline Settings = Receipt Printer • Instructions at: http://pines.georgialibraries.org/printers • Customize Receipt Templates

5. Receipt Template Editor Receipts > Admin > Workstation Administration > Receipt Template Editor

7. Macros Receipts

8. Macros Receipts

9. Macros Receipts

10. Macros Receipts

11. HTML Receipts

12. HTML Receipts

13. Numbered List of Items or Bills Receipts

14. Bulleted List of Items or Bills Receipts

15. Add an Image Receipts Upload an image to your web site and note the URL. Add code to receipt template header or footer: <imgsrc=“my image path” />Example:<imgsrc="http://pines.georgialibraries.org/sites/default/files/PINESLogo.gif" />

16. Add an Image Receipts

17. Adjust Image Size Receipts If image size is too large for the receipt, you can shrink the size it prints at with HTML: <imgsrc="http://pines.georgialibraries.org/sites/default/files/PINESLogo.gif" width="100%" /><br/>

18. Tables Receipts

19. Font Changes with CSS Receipts

20. Font Changes with CSS Receipts

21. Date Format for Due Date Receipts

22. Date Format for Today’s Date Receipts

23. Trim Strings Receipts

24. Sort List of Items Alphabetically Receipts

25. Example: Large Transit Info Receipts

26. Example: Add Balance Owed Receipts This only works on checkout, not on items_out.

27. Example: Show Total Value Receipts

28. Includes Receipts Use Includes to store and update standard text that will be used on multiple receipts and/or workstations. Permissions needed: UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.alert_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.event_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.footer_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.header_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.notice_text

29. Includes Receipts First, Edit Text in the Library Settings Editor: Go to the Library Settings Editor (Admin > Local Administration > Library Settings Editor). Choose your Context Location (local branch or local system). After the list loads, filter by "include" to display the list of options: alert_text, notice_text, event_text, header_text, footer_text.

30. Includes Receipts

31. Includes Receipts

32. Includes Receipts Next, Update Receipt Template: Go to the Receipt Template Editor Choose a template you'd like to add the Include to (for example, checkout). Add the macro: %INCLUDE(x)%

33. Includes Receipts Test Results:

34. Sharing Receipt Templates Receipts Receipt templates must be updated on each workstation individually, but you can export and import to make the job easier.

35. Export Customized Receipt Templates Receipts Update and save all of the receipt templates you wish to modify on one workstation. In the Receipt Template Editor on that workstation, click the Export button (it does not matter which template you are viewing, as it will export all of them). Save it to a convenient location (flash drive, network drive, etc.)

36. Import Customized Receipt Templates Receipts Go to a workstation you want to add the receipt templates to - open the Receipt Template Editor. Click the Import button (it does not matter which template you are viewing, as it will import all templates). Navigate to the location of your exported template file and either double-click on the file name or click the Open button on the pop-up window. Click the Save Locally button.

37. For Further Information: Receipts http://pines.georgialibraries.org/receipt-templates