Purchase Order Branding and Settings

A purchase order (PO) is a document used in business-to-business transactions to formally request goods or services from a supplier. It acts as a legal agreement between the buyer and seller, outlining the specific items or services being purchased, the quantity, price, and delivery terms. Purchase orders are often used in larger organizations and companies to streamline the purchasing process and ensure proper tracking and accountability of goods and services. They also serve as a basis for invoicing and payment. In this guide, we will explore the key components of a purchase order and the process of creating and using one in a business setting.

You can brand Purchase Orders per business entity and customize the following brand elements for the invoice:

  • Brand Colors – you can embed your company brand colors for your PO document to look elegant. Following colors can be updated:
  1. Main Header Background Color
  2. Secondary Header Background Color
  3. Main Header Font Color
  4. Secondary Header Font Color
  • Brand Logo – the brand logo can be uploaded per entity in the invoice settings and is reflected on top of the invoice.
  • Company Name – the company name is pulled from the Entity details in business settings.

 

 

  • Include PO Date – Include the current date as a PO date that is generated when a pdf is created. If you re-created the pdf – the PO date is the current date embedded.
  • Include Product Images in PO – Images talk louder than text, and if you desire to include product images in your PO you would need to turn this flag on in your settings. Images are shown left of the product name in your PO line item. Product images can be added via product setup in inventory or through the Media module in Jacktrade.
  • Include Material Images in PO – Similar to products, Images talk louder than text, and if you desire to include material images in your PO you would need to turn this flag on in your settings. Images are shown left of the material name in your PO line item. Material images can be added via material setup in inventory or through the Media module in Jacktrade.
  • Include Signatures in Purchase Order – You can include signatures that incorporate both the buyer and seller areas for signatures. Jacktrade supports taking electronic signatures that can be taken via mobile or tablet apps. Include this flag to include a signature in your invoice. 
  • Include PO Instructions – Purchase order instructions can be entered per purchase order when. You can insert specifics of the PO that provides the supplier or your team with more information that they may need. Instruction by default is not shown in the PO, but you may enable this flag in order to show the instructions in the purchase order.

 

 

 

 

[tocdata]