You can set preferred templates on a supplier record so that new Purchase Orders and Supplier Returns for that supplier use them automatically. If a supplier doesn't have a default, Unleashed uses your Doc Designer default instead.
Set a default template for one supplier
Click Suppliers, then open the supplier record you want to update.
In the Details tab, use the drop-down menus to select the templates you want:
Purchase Order Print Template: The default for Purchase Orders.
Supplier Return Print Template: The default for Supplier Returns.
Click Save.
Update the default template for many suppliers
Export your supplier data using the import and export tool.
In the exported CSV file, enter the exact name of the Doc Designer template for each supplier. Use the Purchase Template and Supplier Return Template columns.
Import the updated CSV file back into Unleashed.
⚠️Important: Keep a backup of your original CSV file before you make changes.