Overview

This document answers a few common questions regarding POS usage:

  • How to setup a printer that will bypass POS Receipt printouts altogether.
  • How to setup a printer that will allow optional print-to-file or bypassing of the POS Receipt printout.
  • How to use the regular Sales Order invoice with POS on-the-fly.
  • How to use a customized report as the POS Receipt printout.


Step-by-step guide

Setup printer to bypass POS Receipt printing (Windows 10 steps, other OS versions may vary)

  1. Click the Windows Start button and run the "Settings" app (search for it or click the gear-wheel icon).
  2. Click on Devices → Printers & Scanners.
  3. Click on "Add a printer or scanner", let it search for a moment, then click "The printer that I want isn't listed".
  4. Choose to add a printer manually and then click "Next":



  5. Choose the "Create a new port" settings and set the "Type of port" to "Local Port", then click "Next".  Give the port a descriptive name and click OK:



  6. In the "Manufacturer" list select "Generic", then select "Generic / Text Only" from the "Printers" list and click "Next":



  7. You may be prompted to install a new driver or use the currently installed driver, so choose the recommended option and click "Next".
  8. Give the printer a descriptive name (the default name is fine) and click "Next".
  9. If asked about sharing, choose the "Do not share this printer" option and click "Next".
  10. Uncheck the "Set as the default printer" option and click "Finish".

  11. Load the Spire desktop app and login.
  12. Browse to the "Sales" module and then to the "Reports" tab.
  13. Select "POS Receipt", click the printer icon, select "POS Receipt" in the report list, set the "Printer" to your new generic/text printer, then click "Save Defaults":


Setup printer for optional print-to-file POS Receipt printing (Windows 10 steps, other OS versions may vary)

Note that if you already have a print-to-PDF or similar file-writing printer setup with Windows, you can skip steps 1 through 10.  Please refer to the prior section for illustrations of similar steps (and adjust your actions as necessary).

  1. Click the Windows Start button and run the "Settings" app (search for it or click the gear-wheel icon).
  2. Click on Devices → Printers & Scanners.
  3. Click on "Add a printer or scanner", let it search for a moment, then click "The printer that I want isn't listed".
  4. Choose to add a printer manually and then click "Next".
  5. Choose the "Use an existing port" setting and select the "PORTPROMPT:" entry, then click "Next".  If that entry doesn't exist, you'll have to add it.
  6. In the "Manufacturer" list select "Microsoft", then select "Microsoft Print to PDF" from the "Printers" list and click "Next".
  7. You may be prompted to install a new driver or use the currently installed driver, so choose the recommended option and click "Next".
  8. Give the printer a descriptive name (the default name is fine) and click "Next".
  9. If asked about sharing, choose the "Do not share this printer" option and click "Next".
  10. Uncheck the "Set as the default printer" option and click "Finish".
  11. Load the Spire desktop app and login.
  12. Browse to the "Sales" module and then to the "Reports" tab.
  13. Select "POS Receipt", click the printer icon, select "POS Receipt" in the report list, set the "Printer" to your new PDF printer, then click "Save Defaults".


Now when you print an invoice from the POS module, you'll be prompted to save the PDF receipt to a storage device.  If you want to save it, enter a filename and click "Save" or press Enter.  If you click "Cancel" or press Esc, then no receipt will be printed or saved.

 


Use the regular Sales Order invoice with POS on-the-fly

  1. Add items to your POS order as usual.
  2. When you are ready to invoice, click the "(F6) Order Entry" button or just press F6.
  3. Your sale is now transferred to a formal Sales Order form.  Make any adjustments as required and then click the "Invoice" button.
  4. Choose the payment method and continue posting the invoice as usual.



Use a customized report for the POS Receipt

This example shows you how to use a customized POS Receipt as a new POS Receipt.  For example, you may want to enlarge the content or include more details.

  1. Copy the original report "C:\Program Files (x86)\Spire\Reports\POS Receipt.rpt" to the server's "C:\ProgramData\Spire\Reports" folder.
  2. If you don't want to also print out the original POS Receipt when using the POS module, and you only want to print the customized version, please move the file "C:\Program Files (x86)\Spire\Reports\POS Receipt.rpt" to some backup folder so the Spire server cannot find it.
  3. If you want the custom report to only be available to one company, move the report into a sub-folder that's named the same as the company's database name (for example, "C:\ProgramData\Spire\Reports\company_db_name").
  4. Browse to the custom reports folder (i.e. "C:\ProgramData\Spire\Reports").  You can optionally rename the file to include a suffix, such as "POS Receipt custom.rpt".
  5. Open the custom report with Crystal Reports in order to edit it.
  6. Go to the File menu in Crystal Reports and open the Summary properties.  It's recommended to change the "Title" value from "POS Receipt" to something more descriptive such as "POS Receipt customized" so the end user is aware that the receipt is a customized report.
  7. Make any custom design changes as necessary and then save the file.
  8. Run the "Components Services" Windows app and select the "Services" node.  Right-click the "Spire API Server" entry and restart the service.
  9. Run the Spire desktop app. 
  10. Browse to Sales → Reports and select the "POS Receipt" report.
  11. Click the printer icon, check the report, select the report, assign a default printer with the "Printer" drop-down list and then click "Save Defaults".



  12. Go to the POS module.  Enter an order and invoice it - verify the customized report is now used.