--- /dev/null
+<?xml version="1.0" encoding="utf-8"?>\r
+<section xml:id="lsa-receipt" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
+ xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
+\r
+ <info>\r
+ <title>Receipt Template Editor</title>\r
+ <indexterm><primary>receipt template editor</primary></indexterm>\r
+ </info>\r
+\r
+ <para>This tip sheet will show you how to customize your receipts. This example will walk you\r
+ through how to customize the receipt that is printed on checkout. </para>\r
+\r
+ <para>Receipt templates are saved on the workstation, but it is possible to export the templates\r
+ to import to other workstations. </para>\r
+\r
+<procedure>\r
+\r
+ <step>\r
+ <para>Select <menuchoice><guimenu>Admin (-)</guimenu><guisubmenu>Local Administration</guisubmenu><guimenuitem>Receipt Template Editor</guimenuitem></menuchoice>. </para>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ \r
+ <para>Select the <guimenuitem>checkout</guimenuitem> template from the dropdown menu.\r
+ </para>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <para>You can edit the <guilabel>Header</guilabel>, <guilabel>Line\r
+ Item</guilabel> or <guilabel>Footer</guilabel> on the right hand side. </para> \r
+ </step>\r
+\r
+ \r
+ <step><para>In the upper right hand corner you can see the available macros by clicking on the\r
+ <guibutton>Macros</guibutton> button. A macro prints a real value from the database.\r
+ The macros that are available\r
+ vary slightly between types of receipt templates (i.e. bills, holds, items). </para>\r
+ </step>\r
+\r
+ \r
+ <step><informalfigure> <para>Here are the available macros for an item receipt, like a checkout receipt. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-5.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-5.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+ \r
+ </procedure>\r
+ \r
+ <simplesect>\r
+ <info>\r
+ <title>Adding an image</title>\r
+ </info>\r
+\r
+<procedure> \r
+ <step><para>You can edit the <guilabel>Header</guilabel> to have an image. This is the default checkout <guilabel>Header</guilabel>.\r
+ </para>\r
+ </step>\r
+\r
+ \r
+ <step><para>Using HTML tags you can insert a link to an image that exists on the web. The\r
+ link will end in <emphasis>.jpg</emphasis> or possibly <emphasis>.gif</emphasis>. To\r
+ get this link you can right click on the image and choose <guimenuitem>Copy Image\r
+ Location</guimenuitem> (<application>Firefox</application>). </para>\r
+ \r
+<para>If you are using <application>Internet Explorer</application> right click and select <guimenuitem>Save Picture\r
+ As…</guimenuitem>\r
+ </para>\r
+\r
+ </step>\r
+\r
+ <step> <para>Enter the URL of the\r
+ link for the image that you just copied off a website. </para>\r
+ \r
+<para>By clicking outside the <guilabel>Header</guilabel> box the <guilabel>Preview</guilabel> will update to reflect the edit you just\r
+ made. </para>\r
+\r
+ </step>\r
+ \r
+ <step><para>If the image runs into the text, add a <br/> after the\r
+ image to add a line break.</para>\r
+ </step></procedure> \r
+ <tip><para>You may use most HTML tags. See <link xlink:title="http://www.w3schools.com/html/" xlink:href="http://www.w3schools.com/html/">http://www.w3schools.com/html/</link> for more information on HTML tags. </para></tip>\r
+ </simplesect>\r
+ <simplesect>\r
+ <info>\r
+ <title>Line Item</title>\r
+ </info>\r
+\r
+ <informalfigure> <para>This is what the default <guilabel>Line Item</guilabel> looks like:</para>\r
+ \r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="1" fileref="../media/receipt-11.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scalefit="1" width="100%" contentdepth="100%"\r
+ fileref="../media/receipt-11.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure>\r
+\r
+ <para>In this example, the macro %barcode% prints the item barcodes of the books that were\r
+ checked out. The macro %due_date% prints the due date for each item that was checked out.\r
+ </para>\r
+\r
+ <para>In this example, we will not make any changes to the <guilabel>Line Item</guilabel></para>\r
+\r
+ \r
+ <note> <para>The due date can only be printed in the YYYY-MM-DD format. </para></note>\r
+\r
+ </simplesect>\r
+ <simplesect>\r
+ <info>\r
+ <title>Editing the footer</title>\r
+ </info>\r
+\r
+ \r
+<procedure> <step><informalfigure> <para>This is what the default <guilabel>Footer</guilabel> looks like:</para>\r
+ \r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="1" fileref="../media/receipt-12.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scalefit="1" width="100%" contentdepth="100%"\r
+ fileref="../media/receipt-12.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+\r
+ \r
+ <step><informalfigure><para>Remove the “You were helped by %STAFF_FIRSTNAME% <br/>”. As many\r
+ libraries use a generic circulation login on the circulation desk, the “You were\r
+ helped by…” note isn’t meaningful. </para>\r
+ \r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="1" fileref="../media/receipt-13.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scalefit="1" width="100%" contentdepth="100%"\r
+ fileref="../media/receipt-13.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+\r
+ <step><informalfigure> <para>Once you have the checkout template how you want it, click <guibutton>Save Locally</guibutton> to save\r
+ the template to your computer. </para>\r
+ \r
+\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="../media/receipt-15.jpg"/>\r
+ </imageobject>\r
+ \r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+\r
+ \r
+ <step><informalfigure><para>Click OK.</para>\r
+ \r
+\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-16.png"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-16.png"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step></procedure>\r
+ \r
+ <tip> <para>The footer is a good place to advertise upcoming library programs or events. </para></tip>\r
+ \r
+ </simplesect>\r
+ <simplesect>\r
+ <info>\r
+ <title>Exporting templates</title>\r
+ </info>\r
+\r
+ <para>As you can only save a template on to the computer you are working on you will need to\r
+ export the template if you have more than one computer that prints out receipts (i.e., more\r
+ than one computer on the circulation desk, or another computer in the workroom that you use\r
+ to checkin items or capture holds with).</para>\r
+\r
+ \r
+<procedure> <step><informalfigure> <para>Click on <guilabel>Export</guilabel>. </para>\r
+ \r
+\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-17.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-17.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para>\r
+</informalfigure></step>\r
+ \r
+ \r
+ \r
+ <step><informalfigure><para>Select the location to save the template to, name the template, and click <guibutton>Save</guibutton>.\r
+ </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-18.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-18.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para>\r
+</informalfigure></step>\r
+ \r
+ \r
+ \r
+ <step><informalfigure><para>Click <guibutton>OK</guibutton>. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-19.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-19.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step></procedure>\r
+\r
+ </simplesect>\r
+ <simplesect>\r
+ <info>\r
+ <title>Importing Templates</title>\r
+ </info>\r
+<procedure>\r
+ \r
+ <step><informalfigure> <para>Click <guibutton>Import</guibutton>.</para>\r
+ \r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-20.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-20.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+\r
+ \r
+ <step><informalfigure><para>Navigate to and select the template that you want to import. Click <guibutton>Open</guibutton>. </para>\r
+ \r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-21.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-21.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+\r
+ \r
+ <step><informalfigure> <para>Click <guibutton>OK</guibutton>.</para>\r
+ \r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-22.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-22.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+\r
+ \r
+ \r
+ <step><informalfigure><para>Click <guibutton>Save Locally</guibutton>.</para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-23.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-23.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step>\r
+\r
+ \r
+ <step><informalfigure><para>Click <guibutton>OK</guibutton>.</para>\r
+ \r
+\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject role="html">\r
+ <imagedata scalefit="0" fileref="../media/receipt-24.jpg"/>\r
+ </imageobject>\r
+ <imageobject role="fo">\r
+ <imagedata scale="80" fileref="../media/receipt-24.jpg"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para></informalfigure></step></procedure>\r
+ </simplesect>\r
+</section>\r
projects / Evergreen-DocBook.git / blobdiff