Take control of your purchase order exports by personalizing templates to fit your specific needs. Whether it's including essential fields like retail price or UPC to align with supplier demands, here's a step-by-step guide to creating and managing your PO export templates in the Luminous platform.
Step 1. Access the Templates Section
- In Luminous, go to the Manage tab.
- Select Templates from the menu.
- This is where you can customize templates for invoices, packing slips, and purchase orders (POs).
Step 2. Edit or Create a PO Template
- Locate an existing template (e.g., "Supplier Purchase Order Type") or create a new one.
- Click Edit to modify the template.
Step 3. Customize the Template
- Choose the fields you want to include on the PO export:
- Example: Add fields like UPC or Retail Price if needed.
- If this template should be the default for all PO exports, select the Default Template option.
- Once all fields are added and configured, click Submit to save the changes.
Step 4. Use the Customized Template
- Go to the Purchase Orders section in Luminous.
- Select a PO you want to export.
- Choose to Export to PDF.
- The exported PDF will now include the fields specified in the template, such as UPC or retail price.
Key Benefits of PO Export Templates
- Flexibility: Tailor POs to meet supplier-specific requirements.
- Efficiency: Save time by setting default templates for frequently used configurations.
- Clarity: Ensure that all necessary details (like UPCs or retail prices) are included on the PO.
By using export templates, you can streamline the purchasing process and improve communication with suppliers by providing all required details in the desired format.