Print a summary of the products and additional costs that have been included on a Purchase Order using the Print Costing feature. Or include the Cost Lines from a Purchase Order to your Doc Designer templates.
Print Costings for a Purchase Order
Within an individual Purchase Order, scroll to the bottom of the page and select the Print Costing button in the bottom right corner.
This will download a PDF version of the Purchase Order in a system default template (not available to the Doc Designer).
Add Cost Lines to Purchase Orders
To add the Cost Lines of a Purchase Order to the documents your print or email to your suppliers, add them to your PO templates in Doc Designer:
From the main menu, in Settings and Doc Designer, select Purchase Orders.
In the Document tab, select the Template Name you want to add the Cost Lines to.
In the Toolbox tab, under Basic Components, drag and drop the Purchase Cost Lines Grid component into the template layout.
Resize the component directly in the template so that is will display all the included Cost Line fields. Whilst highlighted in the template, select the Component tab to edit the Headers and fields that will populate when printed.
Use the Preview tab to review the edits you are making, and once finished click on Publish to save and apply the changes to your template design.
Include Cost Lines in PO Totals
To make the PO total reflect both product lines and cost lines:
Navigate to Settings > Doc Designer > Purchase Orders.
Open the PO template you want to modify.
From the Toolbox, drag the Total Incl Costs field onto the template layout.
Save and publish the template to apply the changes. This ensures that the displayed total on the printed or emailed PO includes all cost lines.
For more details on using the Doc Designer, see Doc Designer