LESSON INFO

Audience

  • End users who print operational paperwork and item labels (for example, Shipping BOL, Shipping Loader, Receiving BOL, Receiving Loader, Tags).
  • Supervisors who verify printed paperwork and troubleshoot printing issues.

Prerequisites

  • You can log in to Themis-Trace.
  • You have access to the printers used at your site.
  • You can open the order or record you need to print from.

Skills you’ll build

  • You can identify where printing is available in the UI for common workflows.
  • You can print a BOL, Loader, or Tag from the correct screen.
  • You can recognize when “the wrong document printed” is actually a template-selection issue (tenant, customer, ship-to, order/product).

LESSON OUTLINE

What a printout is

  • Printouts are generated documents tied to workflow records (for example, BOLs, loaders, tags).
  • Printouts are available from specific screens using the Print action in that workflow.
  • Attachments are uploaded files, and are separate from workflow printouts.

Choose the correct record and context before printing

  1. Identify what you need to print:
    • Receiving BOL (receiving paperwork).
    • Shipping BOL (shipping paperwork).
    • Loader (load/appointment paperwork).
    • Tag (item label).
  2. Open the correct record in the web app (receiving order, shipping order, schedule detail, inventory item).

Print paperwork from the web

Receiving BOL

  1. Go to Receiving > Receiving Orders.
  2. Open New, Import, or Edit Receiving Order.
  3. View the document.
    • In Edit Receiving Order, select Print – View BOL.
    • In a Schedule Detail created from the receiving order, select View BOL.
  4. Select File → Print to print the BOL from within the embedded view.

Receiving Tags

  • Tag printouts are available from multiple places:
    • New Receiving Order via Documents > Print Tag.
    • Receiving Order Import via Documents > Print Tag.
    • Edit Receiving Order via Documents > Print Tag.
    • Update Item ID via Print Tag.
  1. Open one of the supported screens above.
  2. Select Print Tag.
  3. Confirm the tag includes:
    • Facility name.
    • Item ID.
    • Barcode.
    • Product/measurement details when present (labels may be hidden or blank if the underlying item value is missing).

Shipping BOL

  1. Go to Shipping > Shipping Orders. Select Edit Shipping Order.
  2. Select Documents > BOL to view the document.
  3. Select File → Print to print the BOL from within the embedded view.

Shipping Loader

  1. Go to Shipping > Shipping Orders.
  2. Open a Shipping Order.
  3. Use View Loader to display the loader form.
  4. Select File → Print to print the Loader from within the embedded view.

Shipping Tags

  1. Go to Shipping > Shipping Orders.
  2. Open a Shipping Order.
  3. Select Documents > Print Tag.

Safe edits

  • If the printout shows missing information:
    • Confirm the underlying record fields exist.
    • For tags specifically, some labels are hidden or blank when the item field has no value.
  • If the printout format is wrong:
    • Treat this as a template-selection issue before assuming data is wrong.
    • Template selection can depend on inputs including:
      • Tenant.
      • Customer.
      • Order (used to infer product type from the first line item).
  • Barcode is not present - contact support; issue with barcode Azure function

Verification

  1. Open a known test record (one receiving order, one shipping order).
  2. Print Receiving BOL from Edit Receiving Order using Documents → View BOL.
  3. Print Shipping BOL from Edit Shipping Order using Documents → View BOL.
  4. Print Shipping Loader from the same shipping order.
  5. Print a Tag from Edit Inventory Item.
  6. Confirm each printout’s header matches the record context (for example, correct facility; correct order identifiers).

COMMON ISSUES