Purchase Template Editor Form
Use the Purchase Template Editor form to create purchasing templates that you use to save time and ensure consistency when you generate a purchase order or a request for price quote.
For each template, you specify fields to print on purchase orders or request for price quote forms. You can also specify the dimensions of the signature area for purchase orders.
- Related Topics:
- Display the Purchase Template Editor Form
You display the Purchase Template Editor form in Purchasing & Inventory Settings in the browser application. - Header Fields of the Purchase Template Editor Form
Use these common fields at the top of the Purchase Template Editor form to search for, create, or modify purchase templates. - Actions for the Purchase Template Editor Form
Use actions to preview or copy purchase templates, upload and manage images, and delete purchase templates. - General Tab of Purchase Template Editor
Before you create a purchasing template, you must specify settings on the General tab to specify the firm name and address, the margins, and so on. After you specify settings, save the template with a different name. - Images Tab of Purchase Template Editor
Use the Images tab to specify image files, including signature facsimiles and the image location on the template. - Order Detail Tab of Purchase Template Editor
Use the Order Detail tab to select Vantagepoint data fields and their location on the template from which you generate purchase orders or requests for price quote. - Signature Tab of Purchase Template Editor
Use the Signature tab of the Purchase Template Editor form to specify whether or not to print a signature area above the footer on the completed purchasing form. You also specify the dimensions and location of the signature area. - Layout Tab of Purchase Template Editor
Use the Layout tab to enter the company name, byline, and address to print on purchase orders or requests for price quote that are generated from this purchasing template. You can also specify the unit of measure and page size for purchasing templates.
Parent Topic: Fields and Options