Purchase Orders
Purchase Order Layout
Adding Line Items To Invoices Estimates and Purchase Orders
SeedCode Complete comes with the ability to generate two types of Line Items on the different entities that use them.
Stock Items
When you choose to add a new stock line item, you will be brought to the Item Selector. Like the other Selectors, you can search for an existing Stock Item, and if it;s not there you can add it as a new Stock Item (with basic information) right from the Selector.
Ad-Hoc Items
You may also want to add a non-stock item to the entity, but not have it added to the stock/items table as a permanent record. In this case you can select new ad-hoc line item and type the code and description right into the line.
Creating PDFs
SeedCode Complete's Purchase Order Layout has a dedicated PDF panel for creating, e-mailing PDFs as well as storing the version history if multiple PDFs are generated. The current version of the Purchase Order is displayed in an interactive Container which allows for native PDF controls.
Where to the Bill To and Ship To addresses come from?
For Purchase Orders, it is assumed that the Organization set up in settings is the purchaser, so the billing address always defaults from there. The Shipping address, however, is dependent on the shipping method. If Pick-Up is designated then the Vendor Primary Shipping Address is used as specified in the Vendor's ContactInfo. However, a different Vendor Address can be chosen by clicking on the Address Block in EditMode and clicking on it.
You can, of course, type in addresses by hand in this same pop-over by clicking New Address: it is best to do this after you've selected the contact for the purchase order. You also have the option of saving this new address back to the Contact record.
