Automatic Notes on Purchase Orders
Automatic Notes (3350)
Big Business 2.5 includes the option to automatically fill in the Notes on a Purchase Order. All of these items are added during printing except Boilerplate text, which can be edited or overwritten in the Purchase Order before printing.
The following can be automatically added:
• Vendor Code
• Our Customer Number
• Total Quantity (total count of all Items on the Purchase Order)
• Boilerplate Text (which can be modified)
To enable this feature:
1. Open the Vendor Prefs.
2. Click on the Purchase Order Preferences button.
3. Click the checkbox for each item you wish to add.
4. Fill in any Boilerplate text you wish to add.
5. Click the OK buttons to save changes on Purchase Order and Vendor Prefs.
Suggested uses:
• Vendor Code in hand, Vendors can now better identify themselves to you.
• Use "Our Customer Number" to identify yourself to your Vendors.
• Compare Total Quantity with a Bill of Lading received.
• Create a template for Notes using Boilerplate text. For example, "If you have any questions, my direct line is (877) 555-xxxx," can be modified before saving.
NOTE: Automatic Notes, except modified Boilerplate text, work on built-in forms only.
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