Printing Collection Records
There are two ways to print a Collection record.
- While entering or inspecting a Collection record, click the Printer icon in the Button Bar (Windows/macOS) or select 'Print' from the File menu (all platforms). If you want to print to screen, click the Preview icon (Windows/macOS only).
- If you need to print several Collection records at once, first ensure you are in the Rental module. Then, if you are using Windows or macOS, click the [Forms] button in the Navigation Centre and double-click 'Collections' in the 'Forms' list window. If you are using iOS or Android, tap the [Routines] button in the Navigation Centre and then tap [Forms]. Tap 'Collections' in the 'Forms' list window. Enter the Collection Number (or a range of numbers) to be printed and press the [Run] button.
When you print a Collection record using either of the methods described above, it will be printed using a Form Template. The Form Template contains the graphic layout design of the printed output i.e. it determines where on the page each piece of information will be placed. Therefore, before you can begin printing Collection records, you should design a Form Template (step 1 below), and then specify that the particular Form Template will be used when printing Collection records (steps 2-7). You can only follow this process using Windows or macOS, not iOS or Android.
- Design the Collection Form Template using the Form Template register in the System module. Use the 'Properties' function on the Operations menu to name the Form Template (in this description, we have used the name "COLLECTION") and to assign it a Form Type of "Collections". You might want to design different Form Templates for use with different Languages. A full list of the fields you can include in the Form Template design can be found here.
- Having designed the Collection Form Template, you should now specify that it should be used when printing Collection records. Select the Rental module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (zero) (Windows) or ⌘-0 (macOS) keyboard shortcuts.
- Click the [Forms] button in the Navigation Centre or use the Ctrl-D/⌘-D key combination. The 'Forms' list window will be opened: highlight 'Collections'.
- Select 'Define Form' from the Operations menu (with "cog" icon):
- In the subsequent 'Form Definition' window, enter "COLLECTION" in the Form Template field in the first row (you can use 'Paste Special' to ensure the spelling is correct).
- Click [Save] to save the Collection Form Template definition. From now on, the Collection Form Template that you have designed will be used whenever you print a Collection record.
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The Collection register in Standard ERP:
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