How to Create Custom Recipe Printouts
Summary: Custom Recipe Printouts are a PLUS account feature and it enables users to create recipe reports that have a certain layout and information. These can tailored to specific needs, such as needing a report without monetary information of the recipe or a report with recipe information for customers.
To edit or create custom reports for recipes, open the 'Features' part in the navigation panel. Click on 'Custom Recipe Printouts'. On the Custom Recipe Printouts page you will see the current list of Recipe Printouts options.
Edit Recipe Printouts:
To toggle the visibility of printouts, click the eye symbol () in the listing. This will either hide or show the printout in the dialog box when trying to print a recipe. This is the only option to remove system default printouts.
To duplicate and edit a printout, click the copy symbol (). This will duplicate the layout of the printout, and show it in the printout editor below.
Editing or deleting of user created printouts can be done with the edit () or the delete () icon.
The printout editor is where the actual printouts are designed and it starts empty, with a button entitled 'New Printout Design'. Pressing that button will initialize an empty canvas, with one section added.
First thing to do is give the printout a new name. Enter it in the "Printout Name" field. Give it a descriptive name that lets you know what this printout will contain.
To understand how the printouts are laid out, we need to imagine that the vertical space of the canvas or page is first cut into sections.
These sections then need to have layouts added. These layouts cut the section into horizontal spaces where the individual report items will be put. There are currently four layout options:
- 1. Full Width - the whole width of the section is used for the item
- 2. 50/50 Split Width - the section is split into two, with equal parts
- 3. 40/60 Split Width - the section is split into two, with the first part smaller than the second
- 4. 60/40 Split Width - the section is split into two, with the first part larger than the second
Here is an example of a 50/50 split layout in the first section:
When a new printout design is started it contains one section already added to the page, so the first thing to add is a layout to that section.
Click on the section where it says 'Click to Add Layout' and a pop up window will appear.
The pop-up window's first button is entitled 'Add Layout', which when clicked will open the right panel with the layout selection. Select one and the section will be divided in the layout parts.
The other buttons of the pop-up will enable you to remove what was clicked on (in this case, the section), or will allow you to add a new section above or below the current one. These three additional buttons will show in general in the pop-up in the printout editor.
Once you added a layout, you can click each part of the layout to add an item to that part. When you click a layout part a new pop-up window will appear, similar to the last one, that will have 'Add Item' in the first button.
Click the 'Add Item' button to open the right panel with all available report items. These items are sorted by information contained. When you hover the mouse cursor over each one, a quick explanation of the item will appear. Once you have added an item to the layout, a placeholder will appear in items place.
In this example, we added a header without image into the left items place. Continue adding more sections with layouts, and items, to fill the printout until all needed information is placed. Please note that multiple pages may be created if many sections and items are added.
TIP: A good guide to start with is to duplicate the system reports and edit them to have the desired information on the printouts.