Tuesday, October 16, 2018
How To: Install a Custom Receipt Template
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To create a new receipt template and update your registers to use it, please follow these steps:
  1. Open up Retail Management Systems Store Operations Manager.

  2. Go to Database -> Registers -> Receipt Formats. This should open the Receipt Formats window.

  3. Copy your current RMS receipt template by using the Copy button.  (Alternatively you can create a new template by pressing the New button.)

  4. Give the new template a meaningful Title and Description.

  5. Press the browse button (looks like an magnifying glass), and find the XML receipt template file you wish to load.

  6. Press Open.

  7. When the prompt asking Would you like to update all transaction types that are currently set to 'Receipt Template Name'? comes up, press Yes, unless you have a particular reason not to do so.

  8. If you have need, click the Properties... button and update any settings within the template. When you are finished, press OK to the Receipt Format Properties window.

  9. You will now need to configure your register(s) to use the new receipt template. Go to Database -> Registers -> Register List.

  10. Select each register you wish to update from the list, in turn. and click Properties.

  11. Inside the Register Properties window, go to the  Receipt Printer 1 tab.

  12. Under the Receipt Format section, click the browse button (looks like a magnifying glass), and choose the newly created receipt template.

  13. Press Ok

  14. If RMS Point of Sale was open, you will need to close and reopen it for the changes to take effect.

Microsoft Dynamics Retail Management System

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