Bill Designer for Shoper 9

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2 The information contained in this document is current as of the date of publication and subject to change. Because Tally must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee the accuracy of any information presented after the date of publication. The information provided herein is general, not according to individual circumstances, and is not intended to substitute for informed professional advice. This document is for informational purposes only. TALLY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR IN CONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANY CONDUCT UNDERTAKEN BY PLACING RELIANCE ON THE CONTENTS OF THIS PUBLICATION. Complying with all applicable copyright and other intellectual property laws is the responsibility of the user. All rights including copyrights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this document may be reproduced, translated, revised, stored in, or introduced into a retrieval system, or transmitted in any form, by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Tally Solutions Pvt. Ltd. Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written licence agreement from Tally, the furnishing of this document does not give you any licence to these patents, trademarks, copyrights, or other intellectual property Tally Solutions Pvt. Ltd. All rights reserved. Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners. Version: Bill Designer for Shoper 9/1.1/July 2009

3 Contents Bill Designer for Shoper 9 Introduction... 1 Process... 1 Installation of Bill Designer... 1 Design a bill printing template... 6 Deploy a Bill Printing Template Uninstall Bill Designer Configure a Bill Design Template in Shoper FAQs Sample Bill Template Designs for different Printers i

4 Introduction Bill Designer is a tool to create a template for a bill. This template is used by Shoper 9 to print a bill in the format specified in the template. A separate installer for Bill Designer has been integrated with Shoper 9. This designer is not a part of the product and is made available only to authorised development and service partners. Process Installation of Bill Designer Browse for the folder ShoperBillDesigner located in the Shoper 9 folder on the installation CD Click the folder ShoperBillDesigner to display the ShoperBillDesigner window as shown. Figure 1. ShoperBill Designer window A file Shoper 9 Bill Designer.exe is available to install the Shoper 9 Bill Designer. 1

5 Double click the file to install Shoper 9 Bill Designer. The Shoper 9 Bill Designer InstallShield Wizard window is displayed. Figure 2. Shoper 9 Bill Designer, InstallShield Wizard window Click Next to continue. The License Agreement window is displayed. Select I accept the terms of the license agreement and click Next. 2

6 The Destination Location window is displayed with the default destination folder path. To select a different path/ folder, click Browse. Figure 3. Destination Location window 3

7 The Choose Folder window is displayed. Figure 4. Choose Folder window On clicking Browse, a popup window displays the directory list of folders for you to choose from. Select the folder and click OK. Click Next to continue. 4

8 The Installation Completed window is displayed. Click Finish to complete the installation. Figure 5. Installation Completed window 5

9 Design a bill printing template To open the Shoper 9 Bill Designer, double click the icon available on the desktop created during installation by default. The Design Empty window is displayed. The Header consists of options related to: Figure 6. Design Empty window Selection of fonts Size of fonts BOLD Italic Style (applicable to Inkjet/other printers only) Underline (applicable to Inkjet/other printers only) Adjusting/ Justify the fields to left, right or center Load Background Image (applicable to Inkjet/other printers only) Page Setup 6

10 The Footer consists of the options: Environment Retail Distributor Type of Printer Design for Dot Matrix Printer Design for Others Parameters Print Continuation string? Contd (to be printed at the end of the first page) (For Dot Matrix printers only) Print in Double Spread? Suppress Blank Tender Lines? Suppress Blank Sub Line Items? (For Inkjet/ Other printers only) Print Bill Header in All pages? Suppress Footer Section? Print Table Title in All pages? Decide and set the Header and Footer field parameters before starting a Bill Design. To setup a page Page Setup feature is used to choose the settings of a page in the bill template. To set a page, click the Page Setup button. 7

11 The Page Setup window is displayed. Choose the settings and click OK to accept. Figure 7. Page Setup window Use the option, Load Background Image to include a background/ watermark image in a template. This feature can also be used to recall preprinted stationary image to cross check with the bill template being created. A background/ watermark image is applicable to dot matrix printers only to view but cannot be used in printing. To load a background image, click, Load Background Image button. The Select Background Image window is displayed. Select a TIF image file and click Open to import the image. If the recalled preprinted stationary image is not removed before saving the template, it will be considered as a background/watermark image while using an inkjet printer. Dot matrix printers do not use any background/watermark image. To set the fields in a bill template 1. The bill template can function only with the values stored in the file, FieldsList.gpf located in the application folder. This file contains all the field ids and its details. This file should not be edited by the user. 2. New fields introduced are incorporated by the authorized partners. 3. No new fields can be added while designing the bill template 8

12 Header Fields: These fields can be used as headers in a bill. Selection of the fields is based on the section and category. You can configure/edit the titles of headers, example, Showroom address, Bill Prefix, Bill No, Cash Invoice, Customer details, Company Name, Date, Tin No, CST etc., as per the requirements of the customer and also set a condition for printing the same. Footer Fields: These fields can be used as footers in a bill. Selection of the fields is based on the section and category. You can configure/ edit the message to be printed in the bill, title of the footers, example, Sales Person code or name, Doc Remarks, Total amount in Words, Credit Note Details, Tax Details, total qty & value, Discount details, Tender Fields, Vat Details etc.; add Constants like Contd..., Reason, Copy No, User ID, etc., and also set a condition for printing the same. Except the footer fields, VAT Summary & Tender, all other fields can be used in both header and footer sections. Tables: Use this option to select and position fields pertaining to retail / distributor details in a grid/ table. Example: S.No, Stock No., Product, Brand, Style, Shade, Size, Item Description, etc. Tag Label: To display/print the field tag and the field value in a bill, check this option before selecting any other field. Uncheck this option to display/ print only the values of the selected fields. Other details: Use this option to draw lines, insert boxes, insert picture, insert from file and a blank label, for printers other than Dot Matrix Printers. The options for Dot Matrix Printers are Draw Lines, Insert from file and Blank Label. 9

13 The options under Other details are as shown. To insert images: Figure 8. Other details menu Select Picture. The Select Image to be Inserted window is displayed. Browse and select the required image file with the extension.bmp or.tif. Click Open to insert the image/ picture. To insert the content from a TXT file: Select Insert from File. The Select File to be Inserted window is displayed. Browse and select the required text file with the extension.txt. Click Open to insert the file. To alter the box size for any field, hold down Alt and drag the border of the box to the required size. 10

14 Process To load an existing file, go to File > Load To position a field In the Design Empty window, point the cursor at the place where you want to position a particular field and right click the mouse to display the list. The following pop up menu is displayed. Figure 9. pop up menu Check or uncheck the Tag Label as per the requirement. Select the required field from the list Header, Footer or Table fields. Based on the Tag Label setting, the selected fields are displayed in the Design Empty window. When the Tag Label is checked, the field label is displayed in a box on the left and the field value is displayed in a box on the right. If it is unchecked, only the field value is displayed. To use the fields in the option Other details, follow the procedure used for Header and Footer fields. Edit/ set a field label or a field value Conditions can be set to print required values in the Header, Footer, Other details or for any values in the template, except Vat summary & tender fields. Select the field label you want to edit. Right click the mouse on the text value displayed (left box). Select Edit to change the text. Select Print When to set the condition. The option Print When is as shown. Figure 10. Print When menu 11

15 Example: The option, Total Add Ons Value from the Footer section is selected. Right click the mouse on the text value displayed and select Edit to change the text to ADDONS. Use Print When to set the condition, example, if the value is more than zero, print the ADDONS, else, leave a blank space. The Print when: Label Total Add Ons Value window is displayed. Figure 11. Print when: Label Total Add Ons Value window Select the field Total Add Ons Value from the list and click Select Field. Type the condition > 0 : ADDONS : next to the field in the Expression window and click OK. 12

16 To set a Table Right click the Bill Designer screen and select Tables > Retail Detail Info. The Setup Table Retail Detail Info window is displayed. Figure 12. Setup Table Retail Detail Info window Select the required field from the list displayed under Select Fields Click the button > to add it to the bill template Repeat to add more fields Use the up or down arrow to rearrange the selected fields Click the button < to remove any field from the selected list Click OK to accept the selection A table/grid is displayed with the selected fields To format the borders of a Table, right click the table grid and select Border. 13

17 The Table Border Retail Detail Info window is displayed. Select the required type of border and click OK. Figure 13. Table Border Retail Detail Info window The positioning of the fields in the table/grid is as per the rearranging done in the Setup Table Retail Detail Info window using the up and down arrows. On completing the Bill Design template, save the file in a folder. For example, C:\shop723\Bill Templates. To save the settings, go to File > Save To quit the bill designer, go to File > Exit On saving the template file in a folder, four files with the following extensions are created in the same folder. 1. EPL: This file contains the information regarding the entire design of the Bill Printing. The details of a design are extracted from this file and the template can be edited. 14

18 2. IPL: This file contains the page setup information, i.e., all the details of a page will be stored. Example, the number of lines captured in the file, i.e., how many lines have been captured for Header, Detail, Footer, etc. Also, the parameters of Page Setup are stored here. 3. TPL: This file contains the template structure for all the sections. 4. VPL: This file contains the conditional values defined at the time of designing the bill template. Deploy a Bill Printing Template The files in the Shoper 9 Bill Designer folder are zipped and sent to a customer in any location. The customer is intimated and in turn has to extract the file and save it in the Bill Template folder under the Shoper application folder. Uninstall Bill Designer Since Bill Designer is not required to run Shoper 9, it can be uninstalled after designing the bill printing template. Go to Start > Settings > Control Panel > Add or Remove Program > Shoper 9 Bill Designer Click Remove to uninstall. Configure a Bill Design Template in Shoper 9 The Bill Design Template is present in the Bill Template folder of Shoper 9 POS. To access the Bill Templates, go to Setup > General > Printing Templates. 15

19 The Printing Template Selection window is displayed. Figure 14. Printing Template Selection window Select the Transaction Type, i.e., Sales, Inwards or Outwards. Based on the Transaction Type selected, a screen for further selection of templates is displayed. Example, on selecting the transaction type Sales, a list of templates under the categories Sales, Sales Returns and Void Sales are displayed. Choose an appropriate template. This will be the default template. Conditions can be set to use a particular template. To set conditions, click Conditional Template. 16

20 The Select Conditional Template window is displayed. Figure 15. Select Conditional Template window Select the template from the list displayed under the transaction type, example, Sales To view the list of Field ID, click the corresponding row under Field ID and select from the dropdown list To view the list of Operator, click the corresponding row under Operator and select from the dropdown list Enter the Conditional Value in the corresponding line Click Done when finished The Conditional Template is marked to indicate that a condition is set and available Click SAVE to update the Printing Template Selection settings. If there is no Conditional Template available, the default template is used for printing. To preview a print, the integer for the rec id, Print Preview-Inkjet is set to 1 in the sysparam, by default. Set it to 0 to remove the preview option. This is applicable only to Inkjet/ Other printers. 17

21 FAQs 1. How is a Bill Designer template shipped by a Tally Partner to a customer s location & multiple locations (customization live-update aspects)? The files in the Bill Printing Template folder are zipped and sent to the customer at any location. The customer is intimated and in turn has to extract the file and save it in the Bill Template folder. You can select the relevant files as required for a transaction. 2. How is a Bill Designer template installed in case of a full product re-installation? Take a backup of the Bill Designer template before re-installation. After re-installation, copy the templates to Bill Template folder in Shoper application and check the template and then print the bill. 3. What are the highlights of DMP and Windows Printing? How are they different from the EXE based printing with regarding page length, tear off, etc? The EXE based printing caused misalignment in the stationary. Shoper 9 converts all EXE based printing to Bill Design template printing. The page length and width can be defined and adjusted to stop exactly at the tear off position. 4. How do we define the number of copies of a bill to be reprinted? To define the settings, Go to Setup > General > System Parameters > Bill Printing. Figure 16. No of Copies menu Set the Prompt to Yes or No and the No. Of Copies to be printed. 5. How do we test the bill printing template in the absence of a DMP? Add a Generic Printer and set it as the default printer. Click Print. A file, SHPFC.txt is generated at c:\shop9\genprntmp. Open this file to check. 18

22 After checking the printed bill, close all the files in the folder C:\shop9\GenPrnTmp. Though the alignment may differ, correct values will be picked. 6. How to print on a USB DMP? Refer the manual on configuring the DMP for USB. 7. How do we print on continuous stationary, without page breaks? Uncheck the footer field, Print Continuation String? in the Bill Designer. 8. How should I configure VAT Summary Fields? To configure VAT Summary Fields, right click the design screen. Select Footer Fields > VAT Summary Fields. The list of type of VAT SUMMARY available is displayed. Select the required type of VAT Summary from the list. Align VAT SUMMARY when there is more than a line. Select Edit to change the title/ text value or select Print When to set a condition to print the values. 9. How should I configure Tender Fields? To configure Tender Fields, right click the design screen. Select Footer Fields > Tender Fields. The list of type of Tender Fields available is displayed. Select the required type of Tender from the list. Align the Tender Fields when there is more than a line. Select Edit to change the title/ text value or select Print When to set a condition to print the values. 10.How can I add a Border line to a table? To format the borders of a Table, right click the table grid and select Border. The Table Border Retail Detail Info window is displayed. Select the required type of border and click OK. 11.How do I set word wrapping of fields? By default, Word Wrap is checked. However, if it is not selected, right click a field to select Word Wrap. To set the number of lines to be printed, drag the box of a field vertically. 19

23 12.How do I set decimal digits for a numeric field? Right click a numeric filed and select Decimal Digits. The list of decimal digits is displayed. Select the appropriate one. 13.How do I add an image/logo? To add an image/ logo, right click the design screen and select Picture. The Select Image to be Inserted window is displayed. Browse and select the required image file with the extension.bmp or.tif. Click Open to insert the image/ picture. 14.Can I print a field more than once in the Retail detail Info section? You can not print a field more than once in Retail detail Info section. 15.How many sub-lines can I print in the Retail detail Info section? You can print two sub-lines in case of dot matrix, but you cannot print sub-line for inkjet/ other printers. 16.How do I remove/delete a field from the Bill Designer? Select any field, other than Other Details and press Delete. In case of Tables, to add / remove a field, Select the required field from the list displayed under Select Fields Click the button > to add it to the bill template Repeat to add more fields Use the up or down arrow to rearrange the selected fields Click the button < to remove any field from the selected list 20

24 Sample Bill Template Designs for different Printers. A sample Bill Template Design with Bill Header in Center position. This template is for Laser Printer in retail showrooms. Figure 17. Bill Template Design in Center position 21

25 A sample Bill Template Design with Bill Header and left justification is displayed. This template is for Laser Printer in retail showrooms. Figure 18. Bill Template Design with Bill Header and left justification 22

26 The Header of a sample Bill Template created for a Distributor. Figure 19. Header Bill Template created for a Distributor 23

27 The Footer of a sample Bill Template created for a Distributor. Figure 20. Footer Bill Template created for a Distributor 24