Zeyto Academy · Specialist · Module 13
Documents, Printing and Designers
Print, PDF, labels and barcodes: templates and defaults, the Document and Label Designers, printers, and sharing documents by WhatsApp or e-mail.
You will be able to
- Print, download and share documents from the print page
- Set company identity, stationery and discount printing
- Edit and publish templates with the Document and Label Designers
- Set up receipt and label printers and configure e-mail, WhatsApp and export settings
How documents print: templates, looks and paper
- Print is available only after submission; the print page offers Back, Download PDF, Share and Print.
- Lists and reports use Export (CSV, Excel, PDF), not templates.
- Three looks plus Classic Emeron; paper A4, A5, roll 80 or roll 58.
- A per-document-type setting overrides the company default.
Company identity, stationery and discount printing
- Company Profile supplies TRN, logo, bank line and stationery for every print.
- Letterhead images, Pre-printed paper and Plain paper decide what Zeyto prints.
- Hide takes discounts into the printed price; after-tax discounts are never hidden.
- Customer and document choices override the company default.
The Document Designer
- Shipped templates are read-only; saving creates your own copy.
- Preview PDF uses the production engine; problems block saving.
- Set as Default decides which template prints.
- Use Totals fields for money so print matches the posting.
Templates, defaults and the field reference
- Settings ▸ Templates chooses defaults; the designers edit layouts.
- One default per document type; without one, e-mailed PDFs fall back to plain text.
- Doc Type is fixed after the first save.
- The Field Reference lists every binding path a template can print.
Labels, barcodes and printers
- Label templates use the same designer with label-sized pages.
- Choose a barcode symbology and keep 2 mm quiet space.
- Print Labels from the Items list, the Print Labels screen or a purchase invoice.
- Printers speak ESC/POS, TSPL or ZPL; always test with your own scanner.
Sharing by WhatsApp and e-mail, and export settings
- Printing and exporting work offline; WhatsApp and e-mail need the internet.
- WhatsApp PDF opens WhatsApp but you attach the file yourself.
- Sharing queues the Daily Business Summary when Day Close runs; nothing is sent without a click.
- Export & Print controls headers, footers, paper, Excel and CSV format, never the figures.
How documents print: templates, looks and paper: key table
| Look | Description |
|---|---|
| Standard | Black rule and a black table header. The default. |
| Modern | Airy and brand-coloured: title card, tinted header, striped rows, rounded totals. |
| Classic | Traditional ledger: serif type, boxed sections, a fully ruled table, bordered totals. |
| Classic Emeron | A brand style on A4 for tax invoices, advance tax invoices, credit notes, proformas, quotations, orders, delivery notes, vouchers and the statement of account. |
Company identity, stationery and discount printing: key table
| Printed paper | What Zeyto does |
|---|---|
| Letterhead images | Prints the Header Image and Footer Image on every document |
| Pre-printed paper | Leaves the top and bottom blank for your own letterhead and does not print the company name and address |
| Plain paper | Images are not used |
The Document Designer: key table
| Feature | What it does |
|---|---|
| Duplicate | Makes a copy named with (copy) in the template list |
| Reset to standard | Deletes your edited copy of a shipped template and brings the standard one back |
| Export JSON / Import JSON | Backs up or moves a template to another Zeyto install; an import starts an unsaved template |
| Version history | Lists every saved version of your copy and lets you load an earlier one |
| Visible when | A condition such as doc.total == 0; the element prints only when it is true |
| Carry totals across pages | Prints Carried forward and Brought forward lines on multi-page tables |
Templates, defaults and the field reference: key table
| Registry column | Meaning |
|---|---|
| Templates | How many templates the type has, with default or no default |
| Flags | Voucher, Lines (has item lines), VAT and Tax Invoice |
| Fields | Header and line fields a template can print |
| Permissions | The permission keys for viewing and submitting the document |
Labels, barcodes and printers: key table
| Type | Used for |
|---|---|
| Receipt printer (ESC/POS) | Small roll printer at the till; 80 mm or 58 mm paper |
| Label printer (TSPL) | TSC, Godex and most label printers |
| Label printer (ZPL) | Zebra label printers |
Sharing by WhatsApp and e-mail, and export settings: key table
| Share Queue field | Values |
|---|---|
| Status | QUEUED, SENT, FAILED or CANCELLED |
| Channel | EMAIL, WA DESKTOP (you send it by hand) or WA API |
| Event | DBS_DAILY is the Daily Business Summary; DOC_WHATSAPP is a WhatsApp PDF started from a document |
| Error | Why a message failed, such as SMTP not enabled or the mail server refused it |