|
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. |
 |
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
|
1) Defaults set against an area type on the Client / Supplier / Contractor card.
|
2) Defaults set against an area on the Client / Supplier / Contractor card.
|
Defaults set against a Business Unit (BU)
|
3) Defaults set against an area type in the Business Unit.
|
4) Defaults set against an area in the Business Unit.
|
Defaults set against the Company (Top level BU)
|
5) Defaults set against an area type in your company.
|
6) Defaults set against an area in your company.
|
Set Print and Email Defaults
To set up default settings for a supplier:
- In Edit Supplier Details, go to Supplier 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.