Printers

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General

The Printers Module will display a full list of printers which have been connected to LOCATE. Printers are added to LOCATE as services. If you do not currently have any printers listed, continue here for more information about the printing services currently available in LOCATE, and how to set them up.

List View

Filters

Printers may be sorted on Active status, Name, Service, Service Printer Name, or Printer ID by clicking the filter heading. You may filter for printers that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking Clear Filters will clear your search. Any filters that are applied in list view will carry over to the List Navigator in the detail view.

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Printer Profile Page

The Details will be the main sub-tab, with the printer name displayed as the title. Here you may view the printer name, site, active status, service, service printer name and ID. The information may be edited here by clicking Edit Details.

Printer Name
  • The name of the printer will be displayed here and may be edited.
Site
  • The site to which this printer is designated will be displayed here. This field is not required and may be edited. If a printer is not assigned to a site, it will be visible and available to all sites.
  • The site assignment determines what type of events are available to trigger a print event.
Active Status
  • Here you may see whether or not a printer is active. If the printer is inactive, it will be unavailable to print from.
Service, Service Printer Name & ID
  • The details for the service through which this printer is connected will be displayed here. This may not be edited.

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Module Navigation View

Details

View and edit details for the printer. Note that the Service details may not be edited.

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Log

The Log sub-tab will display a record of print jobs performed by the printer. Print jobs may be sorted on First Print Date, Status, or Source by clicking the filter heading. You may filter for print jobs which match specific criteria by typing a value in the text field, or selecting an option from the drop-down list. Clicking Clear Filters will clear your search.

Status
  • In Progress - A print job is currently printing.
  • Failed - A print job is unable to print. This will likely log a reason or an error message in the Log Details column.
  • Complete - A print job has finished successfully.
  • Cancelled - A user chooses to cancel the print job.
Source
  • The user or action which triggered the print job will be displayed here.
Log Details
  • Using the button next to the appropriate print job will open the Log Details window.
  • Here you may view which record was printed, or any error messages for failed jobs.

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Report Setup

This sub-tab allows you to setup specified reports to print based on events in LOCATE. For example, upon issuance of a sales order, print a pick report. You may also specify that the report should run with a particular report profile.

  • Continue here for step-by-step instructions on how to setup automatic print events.
  • Click here for more information about running reports and creating report profiles in LOCATE.

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Add Print Event

Setup of print events in LOCATE allows you to automatically print specific reports based on events or triggers which occur in LOCATE. For example, printing the Pick Ticket report when a sales order is issued.

  1. Navigate to the profile page of the printer from which you would like to automatically print.
  2. Click onto the Report Setup sub-tab.
  3. Fields:
    • Event - Select the event to trigger the print job.
      • purchaseorder/issued - Upon issuance of a purchase order.
      • salesorder/issued - Upon issuance of a sales order.
      • transferorder/issued - Upon issuance of a transfer order.
      • invoice/issued - Upon issuance of an invoice.
    • Report - Select the report that you would like to run.
    • Profile - Select the profile for the report. If left blank, the default report profile will be used.
  4. Click Add Event.

The report print event will be listed below, and may be removed by clicking Delete.

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Print By Location

Some print events in LOCATE may be sent to specific printers based on the location settings. If the location of the event (ie the pack location) matches the location set on the printer, the report will print from that printer. For more information about setting up warehouse locations, continue here.

The following print events now have the ability to print by location:

  • packwascreated
  • packwasfinished
  • shipwasfinished
  • receiptwasfinished

To setup location specific printing, follow these steps:

  1. Open the Setup menu and select Printers.
  2. Navigate to the profile page of the printer you would like to associate to a location.
  3. Click Edit Details.
  4. In the Location field, select the appropriate location.
  5. Ensure that the printer's Active status is "Yes".
  6. Click Save.

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