Purchase Orders Sub Tab
Paperwork - Terms Subtab
| 1. Purchase Order Terms | These terms will be copied to new projects and can be edited at the project level. These terms will appear on the PO. |
| 2. PO Creation Options | Turns these switches on or off as needed. We recommend that you turn on the switch for Auto Create Sidemark. |
| 3. Purchase Order Terms PDF | Some firms have multiple-page order terms. If this is the case for your firm, you can create a PDF of those terms and drag and drop that PDF here. This PDF will be attached to every purchase created in the system. |
| 4. PO Billing Address | Only fill in this address if your billing adress is different from the address in footer of your PO. |
Paperwork - Additional Settings Subtab
| 1. PO Sidemarks | You will now be able to create your own Sidemark with the use of merge fields provided for you. You can access these by clicking the button. |
| 2. Number of days to wait before | Enter the number of days DesignSmart should delay before showing you purchase orders that have not been acknowledged. For example, if you send a PO on a Monday and you want to give the vendor 3 days to acknowledged the PO before you are reminded to follow up on the PO, then enter 3 days here. |
| 3. Add Charge to PO | If your firm estimates freight and bills actual freight charges, then turn these switches on. Otherwise, leave them off. |
| 4. Miscellaneous | On the PO Layout, you can view one of three columns: Status, Tracking #, Warehouse ID. Set the one you want as your default. |
| 5. Set Item Statuses | Set the appropriate status for the corresponding action. These fields can be left blank. |
| 6. Contact Person | Use this option whenever you would like any staff member to send emails from the system but would only like for one person's contact information to be shown on the purchase order. Type in that person's contact information here. |
Predefined Ship to Address Tab
On this tab you will be able to set up your company's predefined ship to addresses which will be added to your projects upon creation. Follow the steps below to add a new predefined address to your System Settings.
- Click the Edit this address button to add a ship to address to Ship to 2.
- Click the Company button to insert the company's address as your Ship to 2. Clicking the Select from Address Book button will bring up your address book allowing you to select an address from there.
Select your desired address for Ship to 2.
