System Configuration > Purchase Orders

Click: Tools > Customise > Purchase Orders > Configuration

These settings change the behaviour of the purchase orders.

Purchase Order Settings

Show prices on purchase orders

Tick the box to show individual prices for each product on the printed purchase order.

Show supplier name & address on purchase order

Tick to show supplier's address details on the printed purchase order.

Create secondary sequential purchase order number

When this is enabled it will use the own reference field of the order to create a sequential purchase order number in addition to the EQ purchase order number.

Don't automatically add furniture to an existing purchase order

When ticked this will always force you to generate a new purchase order for your furniture supplier, rather than adding it to the same purchase order and labelling it "amended".

Don't include "Amended" when reprinting a purchase order

Enable this to remove "amended" from the title or a reprinted purchase order

Attach a PDF document when emailing the purchase order

Tick to attach a PDF file as well as the standard text content when e-mailing the purchase order. The PDF document will look like the printed purchase order. Click for more on PDF files.

Show customers phone number(s) on the purchase order

Enable this to show customer's phone numbers on the printed purchase order.

Don't allow over "Booking In"

Enable this to prevent a user booking in a quantity greater than was placed on the purchase order.

Use suppliers catalogue code where available

When enabled the printed or e-mailed purchase order will use supplier specific catalogue codes rather than current product codes. This does not affect how you search for products, the system continues to use the product code.

Use Suppliers catalogue code where available

When enabled the product code that appears on the printed or e-mailed purchase order will be the supplier specific product code if they are available in the catalogue being used.

Remember product level supplier when placing a purchase order

When this is enabled, and you change supplier before placing a purchase order, the next time you use this product the supplier name will remember and default back to the last one you used.

Use company Email address for all purchase orders

When this is enabled any purchase orders that users email will always come from the email address specified in Tools > Customise > Email Configuration and NOT the user's individual email address.

Prompt for delivery charge (added as an item to the order)

Tick this to enable a new box on the placing purchase orders screen. This will prompt you for a delivery charge value that can be entered each time you place a purchase order. The charge will be added as a line item to the original sales order with that charge as a cost price and no sales price. It will be hidden from customer printed documentation.

For this to work you also need to enter a product code into the box underneath: "My Catalogue product code used for delivery charge".

This code should be created in My Catalogue, using DELIVERY as an example code. Whilst creating the product ensure you tick the boxes: "Always hide product on quotation" and "Don't show on delivery note" so that the product code will not be printed.
See how to add a product to My Catalogue.

Reference shown on Purchase Order

Use this drop down box to pick the information to make up the purchase order reference number. There are multiple reference number combinations to pick from.

Purchase Order Details

Use this box to enter free type notes to appear at the bottom of the purchase order, both the print out or e-mailed version.