Customize a Document Item List

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The group of fields making up the item list on printed documents is slightly different from other field groups. As shown in the following images, there is a heading line and three lines for item data that can be displayed/printed for each item listed on the document. Multiple lines can be helpful, especially if you are using a 40-column printer.

Sample letter-size sales receipt item list:

Sample 40-column sales receipt item list:

You can add, remove, or rearrange the order of fields on each line, change fonts, and customize the printed headings and field labels.

To customize the item list:

1. Select the line you want to customize (blue highlighting indicates the selected line).

- The list of available fields for the selected line is displayed. If a field is already displayed on one line, it is not available to add to another. To make it available, remove it from its current line.

- Note that selecting Line 1 also highlights the heading line. The headings are based on the fields added to Line 1.

2. Select/clear the checkboxes of available fields to include/exclude from the line respectively.

- The selected fields are added to the line at their default size (shown with the field description on the right of the window).

- If you add more fields than will fit in the width of the printed page, the fields will auto-adjust to fit. Be aware that this means the printed text will be truncated to fit the smaller fields.

- Use the "Empty Space" fields to add space so printed text doesnt run together.

3. Use the Up and D own buttons to arrange the fields in the order you want to appear on the line. (up = left, down = right).

4. Resize the width of the fields on a line by dragging their separator lines. If the line is already full, increasing the width of one field means another field has to get smaller.

5. Change the Headings (Line 1 fields) or labels (Lines 2-3 fields) desired for each field used. Your choices are to use the labels defined in Point of Sale, enter a different label for printing (maybe a shorter one?), or to not print labels at all. Field labels for data on Lines 2-3 are printed right in the field, so if space is limited you may want to turn off printing of the labels.

6. Change font properties for the heading line or the data field lines.

7. Select OK to close the Properties window.

To use a style grid for listing items:

Using a style grid instead of a standard item list can be a great space saver on documents.

1. Select the item list in the template.

2. Select Properties from the tool bar.

3. Select Style Grid from the drop-down list at the top of the Properties window.

Fields are selected for the style grid in the same manner as for the item list. To change the axis for the grid, select the Style Grid Details tab.

Related Topics

Recommended sequence and tips for modifying templates