Client Settings > Purchase Order Settings
- Kye Hush
Analytics
Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings.
The menu purchase order settings allows you to set client specific default options when creating new purchase orders.
ON THIS PAGE YOU WILL FIND: |
|---|
PURCHASE ORDER SETTINGS
Go to the resources module > resource default grid
Select the client > open the client card
Click on the client settings tab > then select the purchase order settings menu item
FIELD | DESCRIPTION |
Purchase order delivery information | Pre-populates default text into delivery field, i.e. attention person/department and address |
Default purchase order attachments
| Allows you to merge a PDF file to a specific purchase order at the point of printing. Files must be uploaded in settings > folders, reports & documents > report attachments All attachments will be available to select in the purchase order print settings (whether added as a default or not, across all companies and clients) |
Related articles
Related content
© Tangram 2022. All rights reserved.