Overview
Purchase orders and bills can be printed or emailed directly from Factory, with the option to include or hide pricing on the document sent to the supplier. Three actions are available from the document's Options menu:
Preview: Opens a new browser tab with a view-only copy of the purchase order or bill.
Print: Opens a printable version in a new tab. Updates the connected accounting package in real time when an accounting integration is enabled.
Email: Sends the purchase order or bill PDF to the selected supplier contact, with a hyperlink to view it online. Updates the connected accounting package in real time when an accounting integration is enabled.
👥 Access permissions
Only users with permission to access Purchasing can create or edit orders. Review user roles before granting access.
📍 Location in the app
Purchasing>Purchase Orders> select a purchase order >OptionsPurchasing>Suppliers> select a supplier > select an order >Options
💡 Tip
Edit the default email content message so the same content doesn't need to be retyped each time a purchase order or bill is sent.
The layout of purchase order can be customised via
Settings>Document templates.
Preview a purchase order or bill
Open the purchase order or bill.
Go to
Options>Print / Email.Choose to include or exclude pricing.
Select
Options>Preview.
Print a purchase order or bill
Open the purchase order or bill.
Go to
Options>Print / Email.Choose to include or exclude pricing.
Select
Options>Print.
Email a purchase order or bill
Open the purchase order or bill.
Go to
Options>Email/Print.Choose to include or exclude pricing.
Choose a contact from the list. To add or change a contact:
Click
add contactto include a new contact.Click
editto update an existing contact's name, email, or phone number.
Review the attachments. Files attached via the Collaborate tab appear in the Attachments list automatically. To add more, click
add attachmentto upload new files.Select
Options>Email.
📝Notes
The 20 MB limit applies to the message and all attachments combined, not to each attachment individually.
Accepted file types: JPEG, PNG, GIF, WebP, HEIC/HEIF, PDF, DWG, DXF.