File - Changing Printers & Templates in Agility Pro
To select a different printer, template or alter the printing settings go to File-Printing-Printer Setup
Click on which one you want to change the settings for:
See extra details of templates below.
The below example is for Invoices. Highlight the printer you wish to print to, there is also the 'Always Prompt' option if you want to be prompted to choose a printer each time you print.
The 'Print Immediate' radio button should be selected if you want the document to print immediately, or select Use Queue if you want to send printing to the Print Queue. (The Print Queue can be access via File-Printing-Print Queue)
To change which Template is being used, with the Crystal radio button selected, choose the template from the dropdown.
Copies should be set to 1 to print the document once. If it is set to 0, it will not print at all.
Click OK when done. If the changes are not picked up by Agility, restart Agility Pro
| Description | Fold in Templates | Purpose |
| Invoice | INV | Invoice |
| Credit Note | CRN | Printing Credit Note |
| Credit Note | CRS | Emailing Credit Note |
| Quotations | QUT | Quotes |
| Purchase Order | POR | Purchase Orders |
| Draft Purchase Order | DPO | Draft Purchase Orders |
| Back to Back Purchase Order | BBP | B2B Purchase Order done through sales and Deliveries |
| Purcase Return Note | PRR | Purchase Return Note |
| Debit Note | PDR | Debit Notes used when doing a Purchase Invoices as the qty or price is difference |
| Goods In | GIN | Goods In |
| Despatch Note | DSP | Despatch Note for Cash Sales through the delivery system |
| Remittance Advice | RA | Remittance advice when paying suppliers list all trntypes being paid |
| Sales Order Confirmation | SOC | Used with Sales Orders and summary of deposits etc though collections |
| Account Receipt | REC | Account Receipt Used when a customer pays money off the account |
| Depot Transfer Out | DPO | If site has multiple depots then stock can be transferred between these. This is for sending stock |
| Depot Transfer In | DTI | For Receiving above stock transfer |
| Credit Letter 1 | CR1 | When customers need reminding to pay outstanding balance each letter can be changed |
| Credit Letter 2 | CR2 | |
| Credit Letter 3 | CR3 | |
| Consolidated Invoice | ConInv | For when customers want one invoice for all goods purchased in a period |
| Cash Book Remittance | REM | When making payments through the cash book |
| Shelf Labels | BAR | Being Removed with New APP |
| Deliver Load List | LOA | Load List for deliveries |
| Delivery Stock Pick List | LOD | Normally Suppressed |
| General Pick List | PCK | Module based for grouping all the same items together so that these can be picked and then broken down for the Load of each customer |
| Customer Collect Docket | CCL | Customer Collection Statement |
| Delivery - To Be Collected | COL | Delivery to be collected |
| Delivery - To Be Delivered | DEL | When despatching deliveries for accounts |
| Delivery - COD's | COD | For use with COD's via deliveries |
| Collection - Skip | SKC | For delivering skips |
| Delivery - Skip | SKD | For collecting skips |
| Direct Invoice | DIN | Direct Sale Invoice |
| Direct Sales Credit | DCR | Direct Credit Note |
| Barcode | IBA | |
| Mini Statement | STA | Mini Statement from POS for trade accounts |
| Pro Forma Invoice | PFI | Pro Forma Invoice for customers that you want to pay before sending goods this is in connection with quotations |
| Sales /Return Advice | Sales/Return Advice | ??? |
| Additional | ||
| Direct Marketing | Direct Marketing | For Attaching documents to be printed and emailed with statements |
| Hire Invoice | HIR | Hire Program |
| Hire Credit | HRC | Hire Program |
| Hire Return | HRR | Hire Program |
| EiTrax Barcode | IBA | Barcode for Eitrax |
| Invoice | INS | Emailing Invoices |
| SEPA | SEPA | Used with Paying Suppliers |
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