Select a Template to Modify

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Point of Sale ships with default templates for each document, tag, and label type. You can directly modify one of the default templates or make a copy of a default template to use as a starting point to create a new template.

To select a document template to modify or copy:

1. From the Tools menu, select P rint Designer.

2. Select the document category you wish to modify from the Select a Document Type drop-down list.

3. Select the specific template you wish to work with from the Available Documents list.

4. Select the desired option:

- To create a new template, choose C opy Selected from the Options menu. When done, save the template with a new name and answer Yes when asked if you want to make it the default template when printing that document type.

- To modify the default template, select M odify at the bottom of the window.

The selected template is displayed in the Print Designer, ready for you to modify.

Other options from this window include:

- Revert Design to Default available from the Options menu, this selection resets a modified template back to its original design.

- Delete Selected Design available from the Options menu, removes the selected design. Note that default templates can not be deleted.

- Import & Export provides a way to move modified templates to another company data file or to remote stores. Learn more.

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