Articles on: OneHash CRM | Printing

Print Settings

Print Settings

In Print Settings you can set your printing preferences like Paper Size, default text size, whether you want to output as PDF or HTML, etc.

Since OneHash is a browser-based application, the actual print command is executed by the browser you're using.

To edit Print Settings, go to:

Home > Settings > Print Settings

Various Configurations available in the Print Settings

1. PDF Settings

PDF or HTML: When you email any document (like Sales Order/Invoice) from OneHash, it is sent in the PDF or HTML format. The file is sent in PDF by default. If you wish to send a document in the HTML format, just untick the field "Send Print as PDF".
Repeat Header and Footer in PDF: The letterhead is a master where you can define the standard Header and Footer which is appended to the document's Print Format. If this property is enabled, then Header and Footer are added to each page. If you don't want header and footer repeat on each page, just disable this setting.
PDF Page Size: The default size for printing PDF pages is A4, you can change it to letterhead size.

2. Page Settings

Print With Letterhead
Enabling this property will automatically tick the Letter Head option when printing a document. Note that you need to either set Letter Head as default or select one in the transaction for it to appear in the print view.

Compact Item Print
Transactions like sales orders/invoices have a table detailing items bought or sold. It has multiple columns like Item Name, Description, UoM, Rate Amount, etc. If there are many columns in the Item table, then Print Format looks bit cluttered. You can improve the view of the table by enabling Compact Item Print.

As per this setting, there will be only four columns in the Print Format, namely: Description, Qty, Rate, and Amount.

The values of other columns (like name, description, image, serial nos. etc.) are concatenated in the Description column.

When the checkbox is unticked, the print format looks like this:

This is what the Compact Print Format looks like:

Allow Print for Draft
The documents (mostly transactions) have two stages of authentication, Save and Submit. The saved documents are the first draft and not submitted to the system. Hence printing is restricted for the documents at this stage. However, if you wish to permit users to print documents at the Draft stage as well, enable this checkbox.

Send document web view link in the email
OneHash has a portal view available from where parties like Customers and Suppliers can sign up and view their order history.

When you email a transaction to your party, you can also send a web link to view the same document on the portal of your OneHash account.

Always add "Draft" Heading for printing draft documents
Enabling this setting also print "Draft" in the Print Format, thus indicating that document shared is not completely authenticated yet.

Allow Page Break Inside Table
If an item's description captures more than usual space of a page, then enabling this setting will split the item's details to the next page. Hence, a page break will be inserted between the Item Description, and the rest of the details will be pushed to the next page.

Allow Print for Canceled
Canceled transactions are the ones which don't have any impact on the reports. If you wish to allow printing for the canceled transactions, then enable this setting. A transaction can be canceled only once it is submitted.

Print Taxes with Zero Amount
In the sales and purchase transactions, you can add apply multiple taxes on the item. By default, in the print format, only taxes which have some amount calculated are visible. If you wish to also print the tax which was not applied and has zero tax amount, enable this setting.

3. Network Printer / Print Server

You can enable print server by filling the print server IP and port. Then chose the default printer.

Before enabling this feature you have to install the pycups library.

You may need first to install cups library if is not already on your system

For Debian OS Family:

sudo apt-get install libcups2-dev

For Red Hat OS Family:

sudo yum install cups-libs

After that, install pycups in the env using the command:

./env/bin/pip install pycups

This is executed from the frappe-bench directory.

4. Raw Printing

You can enable raw printing and print to many supported thermal printers.
Learn more about Raw Printing

5. Related Topics
Print Format
Print Style
Print Headings
Custom Translations

Updated on: 01/04/2023

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