WorkFlows - Receipt Printer Setup, Receipts, and Transit Slips
About
This article and video tutorial (below) cover setting up a receipt printer, customizing receipts and printing transit slips.
Configuring a Receipt Printer
To set up a receipt printer on a workstation:
1.
Select
Preference
from the menu bar >
Peripherals
>
Receipt Printer...
2. Check
Receipt printer available at the top of the pop-up.
3. Decide whether to check
Display receipt printer dialog.
- If checked: WorkFlows will ask if you want a receipt after every action that prompts a receipt. If you only want to print receipts sometimes, leave this checked. Doing so will grey out the fields in steps 5, 6 and 7.
- If unchecked: WorkFlows will automatically print receipts without prompting you. If you always want a receipt, leave this unchecked.
4. Select your receipt printer from the drop-down.
5. Decide whether to check
No builtin raster driver.
- If checked: Receipts will print as soon as you start scanning items. Checking this will grey out the field in step 3.
- If unchecked: Receipts will print once you finish a transaction, e.g. when you close the wizard or choose to check out to another user.
6. If you chose to check
No builtin raster driver, check
Form feed supported.
7. If you want to change the amount of space that appears between items and users on your receipts, look up the
ASCII sequence for your printer model and adjust accordingly.
8. Click
OK.
9. Restart WorkFlows and select
Yes when prompted to save changes.
Custom Receipts
Formatting
When formatting your receipts, remember to:
- Update the formatting on each workstation that requires it.
- On each workstation, update the formatting in three (3) places:
- CheckOut wizard properties
- Renew User wizard properties
- Renew Item wizard properties
1. Right-click on the
CheckOut wizard.
2. Select
Properties...
3. From the
Behavior tab, look for the section on
Charge printing.
4.
Print date due slips or
Print charge receipts should be checked, depending on your library's setup. Most libraries use
Print due date slips.
5. Click the button to the right of your selected option. A pop-up will display your current receipt header, fields and footer.
6. Click the
gadget to the right of the section you want to edit.
7. In the
Enter String field, type the word string you want to add.
8. Click
Add.
9. Position the string where you want it by highlighting it and clicking
Up or
Down.
10. Once you've finished editing, click
Save.
11. Once you've finished editing the other sections, click
OK.
12. Click
OK to close the properties pop-up.
13. Repeat these steps for the
Renew User and
Renew Item wizard properties.
14. Restart WorkFlows and select
Yes when prompted to save changes.
Value of Using the Library (Money Saved / Item Prices)
To communicate how library use saves money you can format receipts to display the
total value of checkouts and/or the
price of individual items.
To display the
total value of checkouts:
1. Check the box to
Print sum of checked out item prices.
2. Click
OK.
3. Restart WorkFlows and select
Yes when prompted to save changes.
When this box is selected, the receipt will read
"Money you saved borrowing from the library", followed by the total dollar amount of the user's checkouts.
This option is only available to configure within the CheckOut wizard properties; however, the CheckOut helper, which can be accessed from other wizards, such as the Renew User wizard, inherits this property from the CheckOut wizard properties. This means that item prices from renewals can be included in the total on the slip when a checkout occurs during a renewal transaction.
To display individual item prices:
1. Click the
gadget
to the right of the
Receipt fields
section.
2. Add the
Price field to the
List selected.
3. Click
OK.
Price should now appear in the
Receipt fields section.
Prices come from the item price listed in WorkFlows. If an item doesn't have a price listed, the amount will be 0.
4. Click
OK to close the properties pop-up.
5. Repeat these steps for the
Renew User and
Renew Item wizard properties.
6. Restart WorkFlows and select
Yes when prompted to save changes.
Transit Slips
When formatting transit slips, remember to:
- Update the formatting on each workstation that requires it.
- On each workstation, update the formatting in two (2) places:
- Checkin wizard properties
- Onshelf Items wizard properties
1. Right-click on the
Checkin wizard.
2. Select
Properties...
3. From the
Behavior tab, look for the section on
Allow - Configure Properties.
4. Check
Print transit slips.
5. Click the
Print transit slips button.
6. in the pop-up that opens, click the
gadget to the right of the
Receipt fields section to add your preferred fields.
7. Once you're done editing, click
OK.
8. Click
OK to close the properties pop-up(s).
9. Repeat these steps for the Onshelf Items wizard properties.
10. Restart WorkFlows and select
Yes when prompted to save changes.
Video Tutorials
Set Up a Receipt Printer in WorkFlows
Related Articles
WorkFlows - Installing
About This article covers installing a fresh version of WorkFlows. WorkFlows is meant to be used on library staff workstations only, not personal devices. Follow these instructions if you're installing WorkFlows on a workstation, or a recent ...Configuration - Ordering Barcode Scanners, Receipt Printers, and Other "Peripheral" Devices
About This article addresses the frequently-asked-question of which "peripheral" devices - barcode scanners, receipt printers, spine label printers, etc. - MSC libraries should purchase to use with the Symphony WorkFlows ILS. System Requirements ...Circulation - Checking In
About This article and video tutorial (below) cover setting up and using the Checkin wizard in WorkFlows. In the F1 WorkFlows Help, SirsiDynix refers to this wizard as Discharge/Checkin. The MSC has chosen to use Checkin as the default name for this ...Circulation - Filling Holds
About This article covers filling hold requests in WorkFlows using the Onshelf Items wizard and Checkin wizard. For more information on filling holds using the MobileStaff app, refer to MobileStaff - Managing Holds and the Holds Shelf. Properties ...MobileStaff - Installing, Logging In, and Managing Settings
About This article covers installing, activating, and logging into the MobileStaff app (previously known as MobileCirc), as well as adjusting default settings. Settings can be adjusted for devices, check out, deselection (weeding), ...