Documents editor - instructions

LoMag inventory management offers ready templates for warehouse documents. The program also enables you to conveniently design your own document templates. The documents editor has been created for that purpose.

1. Launching the documents editor in LoMag inventory management.

Before launching the editor:

• You should have at least one item in the warehouse database.
• You should have a properly installed printer on which the labels will be printed.
• You should add at least one warehouse transfer

You can open the documents editor in two ways:

Launching the documents editor- method 1:

Launching the documents editor with method one is done from the level of adding a warehouse document. Let's launch the editor via adding a Goods Received Note (). Select from the menu, the window will be displayed.

Next, go to the menu of the window and select to add a warehouse transfer (warehouse document). A form (window) for a new Goods Received Note will be displayed.

To launch the documents editor, first you must add a new document (find out how to do this here).

By pressing the button in the above dialogue box, you will launch the documents editor.

• Launching the editor with the first method may be executed in the same way from the level of all documents ().
• The editor has been launched together with the default template of a warehouse document, which you may edit or start a new template.

Launching the documents editor - method 2:

The second method of launching the editor is also done from the level of documents. Go to the window, tab in the inventory management program.

You have to have at least one warehouse transfer - mark it and select from the menu.

• If the document list is empty, and you know you have warehouse documents in the database, use the function to display them.

The dialogue box will be displayed; to launch the documents editor click .

• The editor has been launched with the default template of the warehouse document, which may be edited in any way you wish. You may also start a new template.

2. Designing a warehouse document.

To start designing a new document select from the editor menu.

Designing a warehouse document - settings:

Go to the drop-down list (marked below) and select the size of the sheet, on which you wish to design your new warehouse document.

Select the tool from the menu, to set the number of copies. A window for setting the number of copies will come up.

The option is very interesting; it enables you to generate and print appropriate amounts of copies based on the warehouse data.

• We recommend creating the warehouse document template on an A4 sheet, due to the considerable amount of information, which can be found on warehouse documents.
• When creating a template of a warehouse document, do not use the division to multiple labels function.

Designing a warehouse document - the template:

After setting the parameters of the documents editor, you may proceed to design a personal document template.

When designing a warehouse document template, you will need the tools which you will find on the left-hand side of the editor and the design mock-up.

Before you start designing, think what the document should look like, so that it is simple and transparent. What information should be included? Once you know more or less what your document should look like, it is time to make your vision reality.

The first information which should be found on warehouse documents is its type (Goods Received Note, Goods Issued Note, etc.). Use to include information about the type of document (transfer), left-click the tool (located on the left-hand side of the editor), then, while still holding the left mouse button drag it onto the design mock-up.

Let's use the tool and check what the generated document will be like.

As you can see above, information about the type of warehouse movement has been generated automatically, however, it has not been fully displayed as the tool field is limited.

• The example has been presented for a Goods Received Note, but it could equally include information about goods issued, interbranch transfer, etc. The information has been automatically generated - in accordance with the previously added (or selected) warehouse transfer.

To display full information on the type of warehouse movement, you must adjust the size of the field () to its content. Go to tool settings, which can be found in the place marked below.

To display full information about a warehouse transfer, i.e. to remove the size limitation for the field, got to the parameter in tool settings, and change its value from to . Once you have done this, the size of the field will be automatically adjusted to the size of the generated content.

To verify the results of your actions use the print preview ().

As you can see, as a result of the above actions, full information on the type of a warehouse movement is now displayed.

The tool also enables you to configure other parameters. For instance, you can change the size and the type of the font by going to the parameter and clicking , which will make the configuration window come up.

The next information to be added to your document example is the document number. You have to use two tools to achieve that: and . The tool will be used to enter the following information (text): "Document No", the tool will have its content automatically generated (similarly as in the case of the tool).

Add the above-mentioned tools ( and ) to your design mock-up, just like you did with the tool.