Choose the layout every document prints on

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can say what a printable format is and why a reprint uses today’s template, upload each layout from the applet it prints for, name the four moments a layout is chosen and which of them read a branch default, plan GadgetSphere’s layouts by document type, branch and company, give each branch one default with its header and footer text, run the print, e-mail and e-invoice check, find the first place to look for an empty dropdown and a bare e-mail, and change a layout with an approver, a kept copy and a one-branch trial.

Before this series: Branches and locations, and what each setting changes

Presentations

1. What a layout is, and the four moments one is chosen — about 8 minutes, narrated
2. Set each branch’s layout, test it, and change it safely — about 9 minutes, narrated

Modules this series draws on

• Core Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• My E-Invoice Admin Applet
• Sales Invoice (Internal)
• Printable Formats and Per-Branch Defaults

All presentations · Presentations for the whole-system operator