Custom Receipt Template Setup for SCIS

This topic applies to

Applies to

SuiteCommerce InStore

Use the following instructions to ensure that your custom receipt template is used on sales transactions submitted in SCIS.

To set a custom receipt template as the SCIS receipt template:

  1. Go to Customization> Forms > Advanced PDF/HTML Templates.

  2. Click Edit next to your customized template. Ensure that the Source Code toggle is on.

  3. Copy the source code that is your customized receipt.

  4. After you have copied the source code, go back to the Advanced PDF/HTML Templates list page and click Customize next to Standard SCIS Receipt Template PDF/HTML Template.

    The Custom SCIS Receipt Template PDF/HTML Template page appears.

  5. On the Custom SCIS Receipt Template PDF/HTML Template page, ensure the Source Code toggle is on, and then paste the source code of the receipt template you copied in Step 3.

  6. Click Template Setup. Change the title to something that describes your customized receipt template. Click Save.

  7. Click Save on the Advanced PDF/HTML Template page to save your template.

  8. Go to Customization> Forms > Advanced PDF/HTML Templates. Verify that your template is on the list of Advanced PDF/HTML templates.

  9. Next, set your custom template as the SCIS Receipt Template.

    In the global search box, search for the SCIS Receipt Template page. Alternately, go to Customization > Lists, Records & Fields > Records > SCIS Receipt Template. Then edit the record you are using in SCIS.

    1. Set SCIS Receipt Template filters.

    2. Select your custom template.

    3. Click Save.