The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Looking to have this Purchase be presentable to your Vendors/ Suppliers? Let's take a look at setting up a PDF Purchase and template it out to save time in the future.
Using this guide, you can:
When you create a PDF Purchase Template, you also have to build a template for how to present this information to the Vendor. Once you build the template out, creating Purchases for Vendors will be a relatively simple and short process.
Below is a brief Example of a PDF Purchase Template. You'll notice quite a few Merge Fields that will automatically populate based on the Object the Purchase is being created against. These Merge Fields can be added almost anywhere into the Purchase on the right side of the screen, allowing you to format the entire PDF to your specifications, saving you time in the future!
To start, you have two simple settings to choose based on your preferences.
There are a few options to template the Items that will appear on the purchase.
When this type of Purchase is created, you can choose to use a general File Name for each Purchase or customize it.
Use the Merge Fields to insert specific information about your company, the client's company, or the Purchase itself into the PDF. These will be automatically filled in for each Purchase you make.
Click on the Merge Field to copy it to your clipboard so you can easily paste it into the Purchase PDF template.