Document Themes - Purchase Orders tab

Who can use this?

Platform: Web            Plan: Plus            Staff Permission: Settings

Document Theme settings are made up of five tabs (Document Theme, Invoices, Quotes, Purchase Orders & Job Service Reports). For the purpose of this guide, we're going to focus on the Purchase Order tab. If you would like to view our guides on the other sections, simply use the corresponding links below.

Documents Theme – This article covers off the Theme Name, Contact details and Company Logo.
Invoices – This article covers off the Invoice tab configuration.
Quotes - This article covers off the Quotes tab configuration.
Job Service Reports - This article covers off the Job Service Report tab configuration.

 

Purchase Orders tab

The Purchase Orders tab of the Document Theme gives you the ability to set up and configure Purchase Order specific options for your theme display.

To add new content or make changes to this section, click on the Purchase Orders tab within your theme.

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Use the corresponding fields to configure your Purchase Order specifications.

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Purchase Order Title – Customer facing title for an approved Purchase Order.

Note: By default, this is set to PURCHASE ORDER.

Draft Purchase Order Title - Customer facing title for a draft Purchase Order.

Note: By default, this is set to DRAFT PURCHASE ORDER.

Terms – Enter any text that you want to appear at the bottom of your Purchase Orders.

Field Display Options - Select which fields you wish to display on your customer-facing invoice.

    • Show job number - displays the Job Number on your printed Purchase Order.
    • Show job address - displays the Job Address on your printed Purchase Order.
    • Show reference - displays the Reference on your printed Purchase Order.
    • Show description – displays the Purchase Order Description on your printed Purchase Orders.
      Note: The quote description can be copied to the Purchase Order when creating a Purchase Order from a Quote. You also have the option to set where the Purchase Order Description is displayed (above or below the Purchase Order Line details).
    • Show item code- displays the Item Code column of the Line Items entered on a Purchase Order on printed Purchase Orders.
    • Show quantity - displays the Quantity column on printed Purchase Orders.
    • Show unit price – displays the Unit Price column on printed Purchase Orders.
    • Show discount – displays the Discount column on printed Purchase Orders.
    • Show amount - displays the Amount column on printed Purchase Orders.

Click "Save" to complete the process and to save your changes.

 

 

Note: Our articles covering the other 4 tabs can be found by clicking the respective links below.

Document Themes – This article covers off the Theme Name, Contact details and Company Logo.
Invoices – This article covers off the Invoice tab configuration.
Quotes - This article covers off the Quotes tab configuration.
Job Service Reports - This article covers off the Job Service Report tab configuration.

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