This article will help you prepare the settings for your Vendor orders.

Click on your username drop down menu in the top right corner> Click on Settings> Vendor.

1. Vendor Order Status: In this section you are able to add, edit or delete Vendor Order statuses. Defining Vendor Order statuses will help you keep them organized, avoiding duplication and redundancy errors. By default, the "Draft" status means you can make changes to the Vendor Order. The "Sent" status indicates that all edits to the Vendor Order are complete, and the Order has been sent to the Vendor. "Received" means you have received the items that were ordered, and "Closed" shows the transaction is complete and finished. "Cancelled" indicates no action is being taken as it is void. You may add any additional statuses you like, or change these existing ones. 

  • Is Received: We require at least one Status to correlate to "Is Received". This way, if a Vendor Order is imported to accounting and the Vendor Order is set to a Received status, it allows the Connector to download the Vendor Order as a Bill/Receipt in the Accounting program.
  • Do Not Recalculate Order Total: If you set this to "Yes", it prevents Ordered Items from being edited. This will remove any ability to add or edit.
  • Do Not recalculate Receipt Total: If you set this to "Yes", it will similarly prevent Received Items from being edited. 


2. Vendor Order Print: As a default template ServiceBox offers the "Vendor Order Generic" option. If you would like to customize the Vendor Order Print page or have different templates for Vendor Order Print, we can make that happen: please email us at [email protected].

  

3. Vendor Order Email: 

This subsection allows you to define default values for your outgoing Vendor Order emails, and is similar to other email feature options in ServiceBox. Any values set in this screen will load automatically when a new Vendor Order email is created. An example is shown in the following screenshot. Choosing "Customer User Name" from the dropdown menu will insert it into your text as {{customerusername}}, and any email you send will automatically insert the customer's name in that location.


Alternative Email Template-This allows you to set up multiple email templates for different types of emails you would like to sent out based on your Suppliers. 

Note: We do have special fields that we can insert into the Subject line or the Email Body that will load values from ServiceBox.