Set up receipt profiles (Retail essentials)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up receipt profiles. A receipt profile is a group of form layouts that can be assigned to point-of-sale (POS) printers via a hardware profile. A receipt profile provides a set of receipt templates for the printers at your registers. You must set up form layouts and receipt profiles to print receipts and other documents from Retail essentials. After you set up the receipt profiles, you must assign them to the hardware profile, so that the POS register can print the receipts.

Note

In Retail essentials, the forms that you use to complete these tasks include a subset of the controls that are available for other configurations of Retail. If other topics about these forms describe controls that you don't see, it may be because you’re using Retail essentials.

Set up a receipt profile

  1. Click Retail essentials > Channels > Setup > POS > Profiles > Receipt profiles.

  2. In the Receipt profile form, click New to create a new receipt profile, or select an existing receipt profile.

  3. In the Receipt profile ID field, type a unique identifier for the profile.

  4. In the Description field, type a name for the profile.

  5. On the General FastTab, click Add to add a receipt format to the profile.

  6. In the Receipt type field, select the type of receipt that you are creating a profile for. This is the type of receipt that is printed from the POS register.

  7. In the Receipt format field, select the receipt format to add. You can select only one receipt format for each receipt type. Only receipt formats that can be used with the selected receipt type are displayed in this field.

    For more information about how to set up a receipt format, see Set up receipt formats (Retail essentials).

  8. Click Designer to view the selected receipt format.

Assign a receipt profile to a hardware profile

The receipt profile that you select in a hardware profile assigns a set of receipt formats to the printers on the registers that use that hardware profile.

  1. Click Retail essentials > Channels > Setup > POS > Profiles > Hardware profiles.

  2. In the Hardware profiles form, select the hardware profile to add a receipt profile to.

  3. On the Printer FastTab, in the Receipt profile ID field, select the appropriate receipt profile.

    For more information about how to set up a hardware profile, see Set up hardware profiles (Retail Essentials).

See also

Setting up Retail POS (Retail essentials)