Before launching the editor:
You can open the documents editor in two ways:
One of the components of LoMag inventory management is the "Labels template editor". The application offers a set of ready templates, but you can also easily create your own template label. To do that, you need to launch the label designer.
Before you launch the designer:
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.
You can launch the label designer in three ways:
Select from the top menu of the program
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.
The actions above will display the label generator window.
To launch the documents editor, first you must add a new document (find out how to do this here).
Mark the items which interest you in the internal window of the inventory management program - , then select from the tool menu.
By pressing the button in the above dialogue box, you will launch the documents editor.
The following window shall be displayed . The first step is to choose the template which interests you from the drop-down list of labels, and then click .
These actions will launch the label designer window.
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.
Please note that when using the first method you launch the label designer with an empty sheet, while when using the second method, the label designer window has been launched with a saved label template, which you chose from the drop-down list of templates.
The third method is executed from the level of documents
You have to have at least one warehouse transfer - mark it and select from the menu.
For example, open the goods received note window ().
Next you need to select the goods received transfer (). Find out how to do this here.
The dialogue box will be displayed; to launch the documents editor click .
Mark the added warehouse transfer and select from the tools menu
The following window will be displayed: ; further procedure corresponds with method number two.
Please note that launching the editor with method number three could be done from the level of all documents
To start designing a new document select from the editor menu.
Select from the designer menu to start designing the label.
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.
Go to the drop-down list (marked below) and choose the size of the sheet on which you will be designing your new label.
Select the tool from the menu, to set the number of copies. A window for setting the number of copies will come up.
A sheet can divided into several labels - select from the menu. The sheet division configuration window will come up.
The option is very interesting; it enables you to generate and print appropriate amounts of copies based on the warehouse data.
To have multiple labels on one page, first you need to mark the field. Next, set the division of the sheet into columns and rows with and . The is a very interesting option - it allows the generation and printing of an appropriate number of labels basing on warehouse data.
After setting the parameters of the documents editor, you may proceed to design a personal document template.
The function is very useful when launching the editor with method 3 (described above). This option allows you to generate and print an amount of labels corresponding with the current warehouse transfer, e.g., corresponding with the amount of the received items (see below).
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.
Thanks to the function in the designer menu you can see that the program generated as many labels as there are received items.
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.
After setting the label designer parameters such as: the size of the sheet, division of the sheet into many labels, it is time to start designing your own logistic label. The example we present is on A4, divided into multiple labels - division of a sheet into 2 columns and 3 rows.
In order to design a personalised label you will be using tools, which can be found on the left-hand side of the designer and the design mock-up.
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.
Begin the designing of the label by employing the tool; it may be used for framing and encompassing various elements of the label.
Left-click the tool and then, while holding the left-click, drag it to the design mock-up.
After you do that, the tool will be located on the label mock-up (see below).
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.
To adjust the size of the rectangle to your own needs, place the pointer on the boarder of the rectangle, which is marked in red , and then, using the left mouse button drag the boarder to the desired place.
Example effect of the above operations:
Additionally, you may set several parameters of the employed tool (see below).
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.
Let’s continue with the designing of the label. Use the tool to enter text to your label. To do that, drag to the label mock-up, just like you did with the tool.
Next - enter the text - go to the tool settings.
Remove Text from the parameter and enter "Warehouse label example".
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.
Please note that the "Warehouse label example" text entered by you has not been fully displayed on your mock-up, as the size of the tool field is limited. Go to the parameter change from to . After performing these actions the size of the field will be automatically adjusted to the size of the text entered by you.
You may also change the size and the type of the font. Simply go to the parameter, and click . The configuration window will be 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 tool which may be used is ; which graphically separates data.
The tool is for adding your company logo onto the label. To do that, click the icon and carry it over to the mock-up. After you do that, the window for adding images will 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).
Next, choose an image with the logo of your company and click . The image will be uploaded onto our mock-up.
Add the above-mentioned tools ( and ) to your design mock-up, just like you did with the tool.
Now, it is time to add information about the item. First, add information about the name of the item. Simply drag the tool and the tool onto your mock-up.
Next, enter text content on the field located on the mock-up. Go to tool settings and remove Text from the parameter and enter, e.g., „Document No".
The content shall be generated automatically for the tool. Use to check how the label has been generated.
Enter the information (text) "Item name" to the field, do not enter anything to the field, it will be automatically entered. To check, how the label will be generated after using the following tools, use the print preview ().
To make sure the content in the tools (, ) displays properly, use the option and change .
As you can see above the name of the item has been filled in automatically. Please note that the name of the item has been cut short, for that reason we change the parameters of the following tools and , .
You can also merge elements together for the sake of proper display of information. Simply mark both ( and ) - using the "ctrl" button. Next, right-click and select the field.
After doing that, drag one tool to the other (see below).
You can verify the results of your actions in the print preview.
As you can see, the change of the parameter did not meet your expectations entirely. The name of the product has not been fully displayed due to the lack of space on the label. To change that, you need to use the function. Mark both tools and - using the "ctrl" button. Then right-click and select .
Once you've done the above, drag one tool to the other (see below).
Verify the effect of your actions with the use of the tool.
As you can see, this time the whole of the item name is displayed. In a similar fashion you can add other information with the tool.
Let's add the following fields to your label example: , and .
Add information about the name of the warehouse and the date of the operation onto the mock-up in the same manner. Use the , and tools to that end. The method of adding is similar to the tools added previously, do not forget the and functions. After adding the tools to the mock-up and the configuration of parameters, your example document should look similarly to the document below.
The bar code is an important element on every logistic label; use the tool. As with the other tools, drag the tool to the label mock-up.
Use the and check out how the barcode generated with the use of LoMag inventory management.
The preview above shows that the barcode number (of a given item) has been displayed. You, however, need a graphic representation of the barcode number, which you will be able to read with a barcode reader.
We add one more element to our mock-up.
The data about your company and the account (business partner) are important elements of warehouse documents. The information about your company is downloaded from the program settings. The account data is downloaded from the supplier list on the goods received notes or the customer list on the goods issued notes. Such data includes, first and foremost, the name of the company and the name of the account, address and contact data.
Next, you need to set the type (system) of coding in the parameter of the tool.
The first step is to add the tool twice to enter "Company data", "Account data".
In this case the barcode is comprised of 13 digits, so to encode your number correctly, you need to choose encoding. Below you can see how the barcode has been generated and why you had to use the tool twice.
As you can see, the barcode has been properly generated, and using the tool twice enabled the display if the barcode in two versions: text (code number) and graphic (bar code).
The second step is to drag to the mock-up the tools connected with the company data (, , , , - this data is generated automatically (from the LoMag database).
What would happen if you used the encoding? To find out change the encoding of the tool form to .
Next, do the same with the data regarding the account (, , , , ).
Check the effects of your actions; generate the document in the module.
A window comes up, informing you that the number of the item cannot be generated, as the system is dedicated for numbers with 11 or 12 digits. The product in the above example has a 13 digit number and you cannot encode it in the system.
As you can see above, your company data and the account data has been generated. Please note that the data has been "uploaded" from the program's database.
The LoMag label editor also offers the possibility of encoding in and systems. Using those types of encoding in your example warehouse label is possible, and your 13 digit product number will be properly encoded. Also, the and encoding systems make it possible to encode not only digits, but also letters (an example of an item number: ). Those systems do not encode Polish signs.
The barcode option may be also used for encoding the remaining information (tools). Let's add barcodes for information about the current stock levels and the value of an item. To do that, you need to drag the tool onto the mock-up for the second time.
As with the tool, you need to set the type of encoding for the field; to do that, go to tool settings, to the parameter - set the encoding (recommended).
Information about the flow of goods (items listing), i.e., a table with information on the flow of goods is a very important part of a warehouse document. Go to the tool - drag it onto your design. Next, verify how the document will be generated with an item table ().
Do the same for the tool and check out the generated labels by clicking .
As you can see above, in this simple way, using one tool, LoMag inventory management generated all information concerning items listing.
Now you have the information about the current stock level and the value of the items presented in text form and graphic form (bar code).
Your table may be configured freely (hide and display columns, encode information, change the name of the column, etc.); go to settings of the tool, to parameter .
Certain data connected with the current status, value, etc., may be presented in words, for example let's present the information about the value of an item () in this manner. Let us drag the tool to your mock-up label (for the third time).
Click in the parameter. The dialogue box will be displayed.
The window might be launched also by left-clicking the table (on the mock-up), selecting the field from the menu.
Next, to display information about the value of the product in words (rather than in numbers), go to the settings of the tool, and change the parameter.
To verify whether the function has been executed properly, go to the once again.
As you can see, the numbers have been automatically changed by the program into words. Such a mechanism may be used if needed with the remaining tools: .
We do the same with the rest of the unwanted columns ("From warehouse", "To warehouse", "User"). Then, confirm the introduced change by pressing .
As you can see below (on the print preview) the chosen columns have not been displayed.
The label mock-up includes more and more elements, so you might want to separate one piece of information from another to prevent any mistakes. To do that, you have to go to the tool again. For example - the mock-up includes information about the value of the item in three different forms (digits, bar code, words); to prevent any misunderstandings, mark these elements as a whole (using the tool).
Drag the icon to the mock-up as below:
You can change the hidden columns to visible ones at any moment by dragging the column names from the to the field.
Next, expand the field over all the information regarding the value of the item.
By using you can change the names of individual columns. For example, let's change the name of the column "Barcode" into "Code". Mark the column name in the window, and then type in the new name in the field. Confirm the changes with .
The name of the column has been changed.
This seemingly made the rectangle disappear from the mock-up. But not entirely! The rectangle, which we added to separate certain data, is on the label mock-up, but it hid under the big rectangle, which we added at the very beginning of the instructions. Let’s try using the function for the big rectangle (see below).
You can see a column with a barcode on the image above - it is in numerical form. By using you can change the numerical code to a graphical one. Go to window , select the "Barcode" column in the field, and select which can be found on the right-hand side of the dialogue window and confirm the changes ().
As a result, you see the rectangle, which we added a moment ago to the mock-up. As mentioned before, it will include information on the value of the item.
As you can see the "Code" column has been supplemented with a graphic barcode, which may be read by a barcode reader.
Additionally, for a more visible division of certain data, you may set the parameters of the tool (e.g. ) and aesthetically distribute the elements encompassed by the rectangle (see below).
Perform the same action for all the elements, which you wish to separate from each other.
You have already added the tool to the mock-up before, for example, for the company logo (as a permanent image on the label). This time around you will use the tool to add a current photograph of a given product. So, let's drag the icon onto the mock-up, and check the print preview.
Please note that adding the graphic barcode caused its incomplete display in the numerical version, which may cause many unneeded problems in your enterprise. To prevent that and to display the full code you must expand the "Code" column. Go to the module again, select the "barcode" column in the field and go to the right-hand side of the interface and increase the width of your column (e.g. to 20).
Close the window confirming with . Go to the print preview and check whether you have broadened the column enough - whether the bar code (numbers) are displayed in their entirety.
As you can see above, photos for given products have been displayed. Please note that for this function to work, the product must have its photo in the database. Otherwise, the photograph of the product will not be displayed. The photo of the product should be added, when adding the product to the LoMag inventory management program's database. (Find out here how to add a new item to the program's database.)
You can see the positive effect of the above actions. The column increased its width and the barcode number is now fully displayed.
LoMag inventory management is a very friendly program, it allows its users to add additional columns (), i.e., to add their own columns including (any) information about the products. For example, you would like the program's database to include a certain piece of information, e.g., about the colour of an item - use the to achieve that.
Looking at your warehouse document, and carefully analysing the tool (placed on the mock-up as a table), you might notice that the total for individual columns is outstanding. Let's add the totals for "Unit price", "Quantity", "Value" and "Stock level". Go again to the module, select the first of the chosen columns "Unit price" from the field and mark the option.
Let's add a column informing about the colour of the product. Go to the program settings by selecting from the main menu or by using the Ctrl+U shortcut.
Go to the tab.
Because the information about the colour of the product is in text form, you are interested in text columns in this case. If you wanted to add numerical information (about an item) use the part of interface.
Mark , and enter the name of the column "Item colour" and confirm it with .
As you can see above the text ("In total") has been displayed and the field for the total sum of all the units of (in individual columns) has been added . You can add totals of the remaining columns in the same manner and verify the effect of your actions again.
Next, you need to proceed to the edition of items. Go to the window, mark a given item and click - the window (for the item) will be displayed.
You can also use the barcode to encode other information on the warehouse document. Let's add a barcode for the document number. Drag the tool to your mock-up again.
You will find the field (marked on the image above) in the window, where you need to enter information about the product - in this case - information about the colour of the item. Add the information about the colour and then click
Next, set the type of encoding for the field. To do so, go to the tool settings, to the parameter - set the encoding (recommended).
Go back to the label editor; you should have a new tool on the left-hand side in the tools menu, .
This way, you have the document number presented as text and graphics (barcode).
Add the newly created tool to the mock-up () and verify the effect on the print preview ().
As you can see in the window above, information about the colour of the product for "Apples" has been displayed. You can also see that this information was not displayed for the remaining (other) items - for it to be displayed you must edit the rest of the products (like we did above in the module for "Apples").
Your work is done, you have a new warehouse label, adjusted to your own needs - it's worth saving it.
To save your design (label), select from the label designer menu - the window will be displayed.
Enter texts to the elements () added to the design mock-up in the same manner as you did at the beginning of the instructions, by using the tool. The space for signatures may be described as you can see below.
Add the space for the person issuing and receiving the goods in the same manner.
Go to the field, name the template and confirm with the button. If you saved your template before, but you've changed it since then, select or from the menu. Next, select , mark and click .
Your warehouse document includes all the necessary elements. It can now be used at your company.
It is possible to save a label in a *.pdf format in the label designer in LoMag inventory management. To save a label as a *.pdf, click , select a location where the file is to be saved and click .
Although your document includes all needed elements, you can also make use of several additional functions. For example you may add a logo of your company. You will need to use the to do that - drag it to the mock-up. Next, the window for adding images will be launched.
You can also export the label template beyond LoMag inventory management (to the computer hard drive). Select . The template shall be saved in *.xml format.
Select an image with your company's logo and click . The image will be uploaded to your design mock-up.
To print your warehouse label, first go to the module. Select the output device (printer) and click (see below).