Would you like to create purchase order templates to quickly link them to suppliers?
Would you like your administrative staff to have access to a library of templates to quickly create a supplier order?
With the"supplier order templates" app, generate your documents quickly!
Compose a list of templates to create a new order in just one click, with a list of items and pre-filled sales conditions. Simply add a contact name and address to send a document to your suppliers in less than a minute.
Activating the app adds a new function allowing you to :
- Create order templates
- Manage your list of order templates
- Create a supplier order from a template
There are two ways to create a template:
- From the "app home" page. Click on the "New supplier order template" button. List your items and quantities, and complete the parameters of your document. The voucher's title and subtitle will be the template's identifiers: make sure you fill in these fields correctly.
- From an existing document. Turn an existing voucher into a template! To do this, click on the "Create template" link on a customer document you wish to transform into a voucher. A page appears with the title and subtitle of your template. Confirm the information to create your template.
You can then generate a new order:
- From the model list, using the "make an order" links on each model. Then call up the customer's name to integrate their details into the voucher.
- From a contact, a company or a business, by clicking on the "place an order" link. An intermediary page will be displayed to select the model and generate the copy.