Radiant receipts: Customizing receipts

If you need to modify a standard receipt or other Point of Sale form, select the form on the Forms tab of the Form Groups window (Setup > Point of Sale > Form Groups) and click the Form Editor button to display the Receipt Editorwindow.

To create a new Point of Sale form, enter a Form filename, including the .rdlc extension (e.g., MyPSForm.rdlc), on the Forms tab of the Form Groups window and click the Form Editor button.

Regardless of whether you are modifying an existing .rdlc file or creating a new one, here are some common procedures you can perform to customize your receipts and Point of Sale forms:

ClosedAdding a data field

Follow these steps to add a database field to a receipt or other Point of Sale form:

  1. On the Receipt Editor window, click the button to display the Data tree.

  2. From the Data tree, drag the field you want to add to the Designer tab.

As you are dragging the data field, the cursor indicates that you can drop the field, while the cursor indicates that the current position is invalid.

The empty square you choose denotes the left-hand side of the field.

If you need to add an row to the form to make room for the data field you want to add, right-click a row and select Insert > 1 Empty Line to insert an empty row directly above the row you selected.

  1. Resize the field to the desired width by dragging the field's sizing handles.

  2. To make the Visibility of the field conditional, click the button next to the Hidden field in the Control properties area and define a conditional expression. Counterpoint will evaluate this expression to determine whether the field is hidden when the form is printed.

ClosedAdding a text box

Follow these steps to add a text box to a receipt or Point of Sale form:

  1. On the Receipt Editor window, click the button to display the Controls list.

  2. From the Controls list, drag the TextBox control to the Designer tab.

As you are dragging the control, the cursor indicates that you can drop it, while the cursor indicates that the current position is invalid.

The empty square you choose denotes the left-hand side of the text box.

If you need to add an row to the form to make room for the text box, right-click a row and select Insert > 1 Empty Line to insert an empty row directly above the row you selected.

  1. Resize the text box to the desired width by dragging the field's sizing handles.

  2. Click the Value field in the Control properties area and enter the text string you want to appear in the text box or click the button to define an expression that will determine the text box's value when the form is printed.

  3. To make the Visibility of the field conditional, click the button next to the Hidden field in the Control properties area and define a conditional expression. Counterpoint will evaluate this expression to determine whether the field is hidden when the form is printed.

ClosedAdding a logo

Follow these steps to include a logo or other bitmap image that is pre-loaded into your receipt printer's memory on a receipt or other Point of Sale form:

  1. On the Receipt Editor window, click the button to display the Controls list.

  2. From the Controls list, drag the Preloaded Logo control to the Designer tab.

As you are dragging the control, the cursor indicates that you can drop it, while the cursor indicates that the current position is invalid.

A Preloaded Logo control takes up an entire empty row.

If you need to add an row to the form to make room for the Preloaded Logo control, right-click a row and select Insert > 1 Empty Line to insert an empty row directly above the row you selected.

  1. Click the Logo Type field in the Control properties area and select Header Logo or Footer Logo from the corresponding list box to specify whether you want to print the header or footer image from your receipt printer's memory.

You must specify the corresponding Header bitmap filename and/or Footer bitmap filename when you configure Point of Sale devices.

  1. To make the Visibility of the image conditional, click the button next to the Hidden field in the Control properties area and define a conditional expression. Counterpoint will evaluate this expression to determine whether the image is hidden when the form is printed.

ClosedAdding a custom field

You can add a custom field to a receipt or Point of Sale form to display data from a column you have added to one of the following tables or views:

Follow these steps to add a custom field to a receipt or other Point of Sale form:

  1. Add a custom column to one of the tables or views listed above.

  2. In Counterpoint, select Setup > Point of Sale > Control to display the Point of Sale Control window.

  3. Select one of the following check boxes from the ClosedTicket object options section of the Other tab:

  1. Save your changes, and then select Point of Sale > Ticket Entry to load the ticket object and refresh the database fields that are available to the Receipt Editor.

  2. On the Receipt Editor window, click the button to display the Data tree.

  3. From the Data tree, expand the CustomProperties branch or the CustomViewProperties branch to find your custom field.

  4. Drag your custom field to the Designer tab.

As you are dragging the field, the cursor indicates that you can drop the field, while the cursor indicates that the current position is invalid.

The empty square you choose denotes the left-hand side of the custom field.

If you need to add an row to the form to make room for the field you want to add, right-click a row and select Insert > 1 Empty Line to insert an empty row directly above the row you selected.

  1. Resize the field to the desired width by dragging the field's sizing handles.

  2. To make the Visibility of the field conditional, click the button next to the Hidden field in the Control properties area and define a conditional expression. Counterpoint will evaluate this expression to determine whether the field is hidden when the form is printed.

You can also use include your custom columns in expressions.

ClosedDeleting a control

To delete a data field or other control from a receipt or Point of Sale form, click the control you want to delete and select Delete from the Edit menu, or right-click the control and select Delete.