Overview
Manage Purchase Order Options and Emailing Options in one place.
👥 Access Permissions
Only users with access to Settings can configure or access integrations.. Review user roles before commencing.
📍Location in the app
Settings > Purchasing
Purchase Order Options
Default columns to display on purchase orders
Discount toggle: When enabled, the Discount field will always be visible when creating Purchase Orders.
Automatically update purchase price on POs to 'cost' price on linked sales orders when items are marked as received
When items are marked as received, the Buy Price on the Purchase Order updates the Cost value on the linked Sales Order.
📝Notes
Applies to: Basic Products, Lineal Metre Products, Square Metre Products, Standard Kits.
The Purchase Order must be linked to the Sales Order for updates to apply.
Automatically update supplier pricing when items are marked as received
When items are marked as Received, the Buy Price is updated in the Product Catalogue.
📝Notes
Applies to: Basic Products, Lineal Metre Products, Square Metre Products.
A Supplier must be assigned to the product for this feature to function.
Use Sales Order PO value as Purchase Order Reference when creating purchases via Purchase Products
When creating Purchase Orders via the Purchase Products option on a Sales Order, the Sales Order PO value is automatically used as the Purchase Order reference.
Emailing Options
Customise where purchase order email replies are sent:
Specify the email address that will receive supplier replies when Purchase Orders are sent.
📝Note
Multiple email addresses can be added using commas, with no spaces
(e.g. abc@factory.app,xyz@factory.app).
Send a copy of purchase order emails to:
Automatically send a copy of all Purchase Order emails to nominated email addresses.
📝Note
Multiple email addresses can be added using commas, with no spaces
(e.g. abc@factory.app,xyz@factory.app)
Include custom message on purchase order emails
Add a standard message to be included in all Purchase Order emails using the custom text field.