Note: This feature requires the Custom Documents module. Contact your Account Manager for more information.
Create Custom Purchase Order Table
If you would like a Custom Purchase Order Template to work from, please download the document attached at the bottom of the article. To create a Purchase Order table on Microsoft Word, please do the following:
Open Microsoft Word.
Create a table with two default rows and a few columns (you can add as many columns as you can be based on the data you want to show in each column).
In the first row add the title of each field.
In the first field of the second row, you can start by adding merged picking tags.
You would need to start the table with the tag TableStart:PurchaseOrder and end with TableEnd:PurchaseOrder.
You can add the tags via Insert, Explore Quick Parts, and then Fields.
From the list of fields names select MergeField.
In the Field Name, you can enter a value from the Merge Pick Table list.
The field name needs to match exactly as shown in this article.
You would need to repeat the same step for each field you want to add in the Picking Table.
Example Custom Purchase Order Table
List of available tags
A list of available tags that can be used are listed below:
#CLIENTNAME#
#CLIENTCONTACT#
#CLIENTADDRESS1#
#CLIENTADDRESS2#
#CLIENTTOWN#
#CLIENTCOUNTY
#CLIENTPOSTCODE#
#CLIENTCOUNTRY#
#CLIENTVATNO#
#CLIENTEORINO#
#WAREHOUSENAME#
#WAREHOUSEADDRESS1#
#WAREHOUSEADDRESS2#
#WAREHOUSETOWN#
#WAREHOUSECOUNTY#
#WAREHOUSEPOSTCODE#
#WAREHOUSECOUNTRY#
#SUPPLIERNAME#
#SUPPLIERCONTRACT#
#SUPPLIERADDRESS1#
#SUPPLIERADDRESS2#
#SUPPLIERADDRESS3#
#SUPPLIERTOWN#
#SUPPLIERCOUNTY#
#SUPPLIERPOSTCODE#
#SUPPLIERCOUNTRY#
#PONUMBER#
#PODATE#
#POCOMMENTS#
#POCURRENCY#
#POSHIPPINGCOST#
#TOTALCOST#
Merged Purchase Order Table
SKU
SKU_BARCODE
NAME
DESCRIPTION
EAN
EAN_BARCODE
UPC
UPC_BARCODE
QTY
TICK
UNIT_PRICE
LINE_PRICE
CARTON_QTY
PALLET_QTY
Note: Only Word document templates are supported by Mintsoft.
Uploading a Custom Purchase Order document
Once it has been created, you must upload it to Mintsoft:
From within Mintsoft click Settings (The cog icon in the top right).
Scroll down to the bottom and click Purchase Order Templates.
Click Add New Purchase Order Template
Choose the Client as ALL or a Specific Client.
Select the PaperSize.
Upload the PurchaseOrder file.
Enter a Name and some Details if needed.
Finally, click Add.