In day-to-day retail and wholesale trade, transaction documents received by customers (receipts, delivery notes, invoices) serve not only to record the fact of a sale but also as a direct marketing tool. Business owners are interested in how these documents can be visually customized: how to place a store logo at the top of a receipt, how to display the price before discount and the discount percentage, how to reduce the size of the printed QR code to save receipt paper, and how to print information about product exchange or return conditions. This article explains in detail how to configure print forms to address these business needs.
Basic concepts and current options
The visual appearance of documents in Torgsoft is configured using the built-in report generator.
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Print template — a system file (with the .fr3 or .rp extension) that defines the structure, list of variables, and appearance of a document when printed.
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FastReport — Torgsoft's built-in visual editor that allows users to drag and drop blocks, change fonts, add images, and create the required document layout.
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Sales Receipt (non-fiscal) and Delivery Note — documents that can be freely edited and branded to meet the needs of a particular business.
Important: a fiscal receipt cannot be modified. A fiscal receipt is a legal document whose structure is strictly regulated by tax legislation. It is prohibited to modify it or add non-standard blocks (for example, logos or advertising). Any custom elements should only be added to a sales receipt, which is printed separately — after or together with the fiscal receipt.
Step-by-step guide to document branding
The process of changing the visual style starts in Torgsoft via Settings — Print Template Settings. Standard templates are displayed on the left side of the window. After selecting the required document (for example, "Non-Fiscal Receipt" or "Retail Delivery Note"), click Settings..., and the FastReport editor will open.
1. Adding a company logo
To make their brand identifiable on documents, businesses most often add a logo.
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In the FastReport editor window, select the "Picture" object (Picture) on the toolbar.
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Place the cursor at the top of the document (usually in the ReportTitle or PageHeader area) and click the left mouse button.
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In the dialog box, upload a previously prepared logo image file saved on your computer.
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Use the mouse to resize the image to the required dimensions.
Answer to a frequently asked question:
If a message such as "Bitmap image is not valid" appears when uploading a logo for certain hardware fiscal registrars, this means that the file format is not supported. Images used for the device's technical settings must meet strict technical requirements (.bmp format and specific pixel-size restrictions). For regular sales receipts in FastReport, standard image formats (JPG, BMP) can be used.
2. Typography settings: fonts and sizes
Receipt readability depends on choosing the right font.
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To change text, select the required field (the rectangle containing the data).
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Font, text size, and style settings then become available at the top of the editor window (for example, bold can be used to highlight the total amount).
Answer to a frequently asked question:
Business owners often ask why long product names are printed only partially or why the price wraps incorrectly. If a product name does not wrap onto a second line, select the corresponding field and set the StretchMode property to smMaxHeight. If a large price value (thousands of hryvnias with kopecks) does not fit on narrow receipt paper (for example, 56 mm), select the price field (Memo) and reduce the font size, for example, from 8 to 7.
3. Displaying promotions and discounts
One of the key requests from retailers is to make the discount clearly visible to the customer directly on the receipt.
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The DB Fields (Database Fields) tab is located on the right side of the editor.
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To display the original price, find the Price List Price field and drag it to the product list area (MasterData).
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To display the discount amount, add the Discount Percentage field.
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When the document is printed for each customer, the system will automatically insert the corresponding values from the database.
4. Information blocks: return and warranty conditions
To comply with consumer protection legislation and inform customers, store policies are often added to the bottom of the receipt (the ReportSummary or Footer area).
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Using the "Text" Object tool, create a new text field.
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Enter the required information approved by management. For example: "Products may be returned within 14 days only if the receipt is provided".
Answer to a frequently asked question:
To reduce the overall receipt length and save paper, users often ask how to adjust the QR code. In the FastReport editor, select the QR code object (which is printed at the end of the document by default) and use the mouse to physically reduce the size of its frame.
5. Regional settings and multiple businesses
For businesses operating on behalf of several Sole Proprietorships or shipping products to customers in different countries, flexible template selection rules are available.
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Instead of manually selecting the required logo or invoice language each time, use Invoice Printing and Sending Settings.
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The program allows you to assign a specific template to a particular business (Sole Proprietorship) or to the recipient's geographical region.
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When a document is generated, the system first looks for a template in which the Business and Region match the values specified in the invoice. If no such template exists, it looks for a match by business only, then by region only, and finally applies the default template. This makes it possible to automatically print delivery notes with Ukrainian text and the details of Sole Proprietorship No. 1 for some customers, and with English text on behalf of an LLC for others. To create such documents, use the Copy button, which allows you to take an existing branded template, quickly replace only the company details, and save it as a new regional setting.
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