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AroFlo lets you set supplier-specific email templates, email settings and print layouts. This may be useful if you want to set a common subject line or body text in emails you send to a supplier. It can also be used to set supplier-specific Standard Layouts for your purchase orders, request for quotes, or credit notes. |
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These settings will override Print and Email Defaults in Site Administration.
Which print and email settings take priority?
Defaults set against a Client / Supplier / Contractor
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1) Defaults set against an area type on the Client / Supplier / Contractor card. Example: Sales invoices for VIP clients. |
2) Defaults set against an area on the Client / Supplier / Contractor card. Example: Invoices for VIP clients. |
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2) Defaults set against an area on the Client / Supplier / Contractor card. Example: Invoices for VIP clients. |
Defaults set against a Business Unit (BU)
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3) Defaults set against an area type in the Business Unit. Example: Electrical Division sales invoices. |
4) Defaults set against an area in the Business Unit. Example: Electrical Division invoices. |
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4) Defaults set against an area in the Business Unit. Example: Electrical Division invoices. |
Defaults set against the Company (Top level BU)
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5) Defaults set against an area type in your company. Example: Your company sales invoices. |
6) Defaults set against an area in your company. Example: Your company invoices. |
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6) Defaults set against an area in your company. Example: Your company invoices. |
Set Print and Email Defaults
To set up default settings for a supplier:
- In Edit Supplier Details, go to Print & Email Defaults.
- Click the relevant area on the sidebar (e.g. Purchase Orders, Request for Quotes, Credit Notes).
- Set any default options as described in Print and Email Layout Defaults.