Local configuration: Printers tab

Under the Printer tab of the Local configuration window, you can configure default printers for reports and work steps as well as the models used for each report and step. You can also configure the default number of copies printed for each report or work step.

Configuring default printer

In the Configuring default printer section, you can assign default printers, models and a number of copies printed for each type of report listed in the Report column. Follow the steps of the sections below to configure these parameters. These configurations are local and apply only to the workstation on which they are configured. Consequently, they have to be configured on each computer on the network.

Default printers for reports

Follow the steps below to configure default printers for different reports.

1. Access the Local configuration window under the Printers tab.
2. In the Configurating default printer section, click on a report in the Report column to highlight it in blue.
3. Click on the corresponding field in the Printer column.
4. Use the drop-down menu to select a default printer.
5. Click on the diskette button to save.

Default models for reports

Follow the steps below to configure default model for reports.

1. Access the Local configuration window under the Printers tab.
2. In the Configuring default printer section, click on a report in the Report column to highlight it in blue.
3. Click on the ... (three-doted) button at the end of the field corresponding to the Model column.
4. In the Management of reports window, select an invoice for editing or click on the + to create a new invoice.
5. Enter or modify the Name field.
6. Select a report type using the Type drop-down menu.
7. Click on the magnifying glass button beside the Directory field.
8. Select and open the file corresponding to the invoice model.
9. Click on the diskette button to save.
10. Back in the Local configuration window, click on the diskette button to save.

Default number of printed copies for reports

Follow the steps below to configure a default number of printed copies for reports.

1. Access the Local configuration window under the Printers tab.
2. In the Configuring default printer section, click on a report in the Report column to highlight it in blue.
3. Click on the field corresponding to the Copies column.
4. Enter a numerical value and press enter. This will be the default number of copies printed.
5. Click on the diskette button to save.

Printing configuration by work step

In the Printing configuration by work step section, you can assign default reports, printers, models and a number of printed copies for each step listed in the Step column. Follow the instructions in the sections below to configure these parameters. This configuration is local and only applies to the workstation on which it is configured. Consequently, it will have to be configured on each computer on the network.

Default reports for steps

Follow the steps below to assign default reports to steps.

1. Access the Local configuration window under the Printers tab.
2. In the Printing configuration by work step section, select a step in the Step column to highlight it in blue.
3. Click on the ... (three-doted) button in the Report column.
   
4. In the Management of reports window, select a report for editing or click on the + to create a new one.
5. Enter or modify the name in the Name field.
6. Select the report type using the Type drop-down menu.
7. Click on the magnifying glass button beside the Directory field.
8. Select and open the file corresponding to the report.
9. Click on the diskette button to save.
10. Back to the Local configuration window, click on the diskette button to save.

Default printers for steps

Follow the steps below to assign default printers to steps.

1. Access the Local configuration window under the Printers tab.
2. In the Printing configuration by work step section, select a step in the Step column to highlight it in blue.
3. Select the printer using the drop-down menu of the printer column.
4. Click on the diskette button to save.

Personalize report models

Each report model can be personalized. For example, you can adjust certain settings or add coupons or advertisements. Follow the steps below to personalize report models.

1. Access the Local configuration window under the Printers tab.
2. In the Printing configuration by work step section, select a step in the Step column to highlight it in blue.
3. Click on the ... (three-doted) button in the Model column.
4. In the Report Model Management window, select a report for editing or click on the + to create a new report.
5. Personalize the model.
6. Click on the diskette button to save.
7. If you created a new invoice model, double-click on it in the list to assign it to the current work step.
   
8. Back to the Local configuration window, click on the diskette button to save.

Default number of printed copies for steps

Follow the steps below to configure default number of copies printed for steps.

1. Access the Local configuration window under the Printers tab.
2. In the Printing configuration by work step section, select a step in the Step column to highlight it in blue.
3. Click on the field in the corresponding Copies column.
4. Enter a numerical value and press enter. This will be the default number of copies printed.
5. Click on the diskette button to save.

Choose invoice models

Several invoice models for different needs are available in GEM-CAR. You can consult the list of these models and find the information relative to their report file names, descriptions and examples on the following page:

List of invoice models.

You can use the same invoice model for all work steps or use different models as you may need. Invoice models can also differ from a workstation to another. Consequently, this configuration must be done on each workstation and for each work step. Follow the steps below to configure the invoice models.

1. Access the Local configuration window under the Printers tab.
2. Select the INVOICED step in the step column in the Printing configuration by work step section.
3. Click on the ... (three-doted) button in the Report column.
   
4. In the Management of reports window, select an invoice for editing or click on the + to create a new invoice.
5. Enter or modify the Name field.
6. Select INVOICE using the Type drop-down menu.
7. Click on the magnifying glass button beside the Directory field.
8. Select and open the file corresponding to the invoice model.
9. Click on the diskette button to save.
10. Back to the Local configuration window, click on the diskette button to save.

Invoice models with currency conversion

You need to restart GEM-CAR after having selected invoice models with currency conversion like the modern in CF model.

Assign invoices to printers

Follow the user manual on how to assign printers to steps selecting the INVOICED step on the list. This configuration must be done on each workstation.

Personalize or create invoice models

Each invoice model can be personalized. You can adjust certain settings or add coupons or advertisements. This configuration must be done on each work station.

Personalize invoice models

Follow the user manual on how to personalize report models for steps selecting the INVOICED step on the list. This configuration must be done on each workstation and for each work step.

Advertisements

Follow the steps below to add or modify the advertisements or coupons on invoice models.

1. Access the Local configuration window under the Printers tab.
2. Select the INVOICED step in the step column in the Printing configuration by work step section.
3. Click on the ... (three-doted) button in the Model column.
4. From the Report Model Management window, select the model to modify.
5. Uncheck the Hide advertisements box.
6. Click on the Invoice ads button.
7. Select the number of pictures to include in the ads section of the invoice. The number of pictures available will vary according to the invoice model.
8. Double-click on the pictures or grayed spaces to change and/or add pictures.
9. If applicable, chose an expiration date or a period of months using the options in the Expiration date section.
10. Check the Display the customer number on coupons and/or Display your phone number on the coupons boxes if you want the client number and your phone number to display below the advertisements.
11. Reorder the advertisements, if need be, by checking the boxes below the pictures and clicking on the arrow buttons at the bottom of the window.
12. Click on the Save the advertisement button.
13. Back to the Report Model Management window, click on the diskette button to save.
14. Back to the Local configuration window, click on the diskette button to save.

Blank space on the bottom of invoices

If there are blank spaces at the bottom of invoices, this means that the Hide advertisements box is unchecked but that no image has been configured as an advertisement. In this case, you can simply check this box to solve this issue.

You can add any picture produces by you or your marketing department. Make sure to resize them to fit the dimensions showing onscreen to avoid any blur, stretching or deformation. With GEM-CAR version 13.0.3, we provided you with the following new promotional pictures on which you can add your own promotions. They are available via the following path: c:\vdata\Logo\Pub\Images.

Logos

From the Report Model Management window, you can configure two logos on invoice models. You can add any picture produces by you or your marketing department. Make sure to resize them to fit the dimensions showing onscreen to avoid any blur, stretching or deformation. In GEM-CAR version 13.0.3, we added logos compatible with the modern invoice model for Napa, Point S and OK Tire. Follow the steps below to configure them.

1. Access the Local configuration window under the Printers tab.
2. Select the INVOICED step in the step column in the Printing configuration by work step section.
3. Click on the ... (three-doted) button in the Model column.
4. Click on the Select a logo buttons.
5. Choose one of the pictures in c:/vdata/Logo and click Open.
6. Back in the Report Model Management window, click on the diskette button to save.
7. Back to the Local configuration window, click on the diskette button to save.

Color gradient

You can modify the color gradient for the modern invoice model.

1. Access the Local configuration window under the Printers tab.
2. Select the INVOICED step in the step column in the Printing configuration by work step section.
3. Click on the ... (three-doted) button in the Model column.
4. From the Report Model Management window, the logo on the right corresponds to the color gradient on the invoice.
5. Click on the Select a logo button associated with it.
6. Choose one of the pictures for which the file name begins with C- in c:/vdata/Logo according to the color you prefer and click Open.
7. Back in the Report Model Management window, click on the diskette button to save.
8. Back to the Local configuration window, click on the diskette button to save.