Purchase Templates
Purchase templates allow you to create and manage the content of your pre-set purchase order templates.
Use the Purchase Templates feature to quickly create new purchase orders with pre-defined purchase titles and purchase notes.
Your pre-defined purchase templates can be selected when creating new purchase orders.
In this article:
Creating New Purchase Templates
Editing Purchase Templates
Deleting Purchase Templates
Purchase Status Codes
Creating New Purchase Templates
1. From the header select the icon on the top right of your screen.
2. Click on the Purchases icon.
3. Select +Add Purchase Template.
4. Add template name to the Purchase Template Name field.
5. Add purchase description to the Purchase Description field.
6. Add notes to the Notes field.
7. Select the Add button.
Editing Job Templates
1. From the header select the icon on the top right of your screen.
2. Click on the Purchases icon.
3. Select the template name you would like to edit.
4. Carry out any changes or alterations to the template fields.
5. Select the Save button.
Deleting Purchase Templates
1. From the header select the icon on the top right of your screen.
2. Click on the Purchases icon.
3. Select the template name you would like to delete.
4. Select the Delete button.
Purchase Status Codes
This feature allows the user to add additional Status Codes to the standard Waiting Delivery, Delivered and Partial Delivery.
1. Press + Add Own Purchase Status Code
2. Press Edit on the right to bring up the configuration screen.
3. You can name the Status code and press Save.
This same screen allows you to delete unneeded codes.
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