Print tags are a hierarchical setup that controls which printouts are to be generated, and how they are to be delivered, when an action triggers a printout in Sapera. A tag gathers one or more printouts with associated printer, quantity and delivery options (print, PDF, Excel, email).
Tags are organized in a tree structure, so they can inherit or override the setup from a parent tag. Per organizational unit, an independent preference level can be defined, so that for example a specific store uses a different printer or a different quantity than the chain as a whole.
From the hamburger menu in the top left corner of Sapera, open Financial. In the left menu, select Printouts → Setup → Print tags.
If you cannot see the menu item in the menu, you probably do not have permission to it. Contact support.
On the left, a tree list of all existing print tags is shown. Click a tag to view and edit its setup on the right. The system's own tags (marked as system tags) cannot be deleted.
To create a new tag, select the tag that is to be the parent, then click New. The new tag is added as a child in the tree.
Click Save to save the changes. If you try to switch to another tag with unsaved changes, the system asks whether the changes should be saved.
Name: The tag's display name. The field supports Danish and English.
System name: A unique technical name. Can only be specified on creation and cannot be changed afterwards.
Allow change of quantity: Tick this if the user may adjust the number of copies when printing via a simple preference printout.
At the bottom of the edit form, a two-column view is shown with an organization structure on the left and a list of print preferences on the right.
Select an organizational unit in the tree on the left to view or create preferences for that specific level. The preferences are inherited automatically from the nearest parent level that has a setup. You can choose Create to create preferences at the selected level, Override setup to copy the parent level's setup as a starting point for a local override, or Delete setup to remove the level's local setup and fall back to inheritance.
Within a preference level, one or more print entries can be associated. Double-click an entry to edit it. The following fields are available in the edit dialog box:
Printout: Which report is to be generated.
Logical printer: The printer to be used for physical printing.
Quantity: Number of copies to be printed.
Support print: Allow the entry to be used for direct printer output.
Support PDF: Allow the entry to generate a PDF file.
Support Excel: Allow the entry to generate an Excel file.
Allow sending by email: Allow the entry to be sent as an email.
Override default email type: Specify an alternative email type instead of the report's default type.
Override CC email addresses: Specify fixed CC addresses (separated by semicolon) that are added to all emails for this preference.
Override BCC email addresses: Specify fixed BCC addresses (separated by semicolon).
Preselected on screen: Tick this if this preference entry should be preselected when the user manually opens the print dialog box.
Default selection on quick print: Tick this if this entry should be used for automatic printing without user interaction.
Deselect others on selection: When the user manually selects this entry, the other entries at the same level are automatically deselected.
Want to know more?
Read more in these related articles:
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