Preset templates for purchase orders

Preset templates for purchase orders

Merchants often need to repeat orders to suppliers, or produce very similar orders with slightly different products, quantities, or delivery details. Users can use pre-sets to save purchase order detail for future purchases, including supplier details, accounting details, shipping/billing details, and order products and quantities.

Prerequisites

 

Create a new preset from purchase order details

Create a sale order from Purchase → New Simple/Advanced/Service purchase, or select an existing purchase order.

Fill in the document header and order details if it is a new order. Click Save as preset to save the order details for use for future purchases.

  

Use a preset

Create a purchase order from Purchase → New Simple/Advanced/Service purchase, or select a purchase order in draft status. Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the purchase order fields with the saved information.

  

Note: Presets containing stock items can be applied to service purchases, however product details will not be copied. Supplier, accounting, and shipping details will be filled in with preset values.

Delete a preset

Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the purchase order fields with the saved information. Click Delete preset to remove this preset from Cin7 Core.

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