PDF Settings
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      How do I customize the information displayed on the PDF?

      Every company has different preferences when it comes to what details they would like to include in their PDF's. Luckily it's easy to customize what info is displayed on your PDF, only by toggling a few checkboxes to what you desire!

      Note: To be able to access this setting you would need to have the "Company Admin" user role. 

      Firstly - To get to the PDF settings:

      1. Go to the settings cog
      2. Navigate to "Company Settings"
      3. Go to the "PDF" tab
      4. Scroll down until you see this:
        Settings 2019-06-19 12-43-14
      5. After the desired settings have been selected click on the save button. 

      What all these settings mean:

      Showing The Budgets On The PDF

      Enabling this will include the budget name for the Purchase Order on the PDF.

      Showing The Tax Field On The PDF

      Enabled by default, this option controls whether the Tax field should be visible or omitted from the PDF.

      Showing The Company Name On The PDF

      Enabled by default, this option controls whether the company name should be visible or omitted from the PDF.

      Showing The Approver Name On the PDF

      This feature is enabled by default. Enable to display the name(s) of the approvers of the PDF.

      Showing The Payment Status On The PDF

      With this option, the payment status will be displayed on the PDF. This means the suppliers will be able to see whether the PO is marked as paid, ready to pay, or unpaid.

      Showing The Department On The PDF

      Enabled by default, this displays the department that the purchase order was created in.

      Showing The Fulfillment Status On The PDF

      This displays the delivery status of the items on the PDF. Whether it is Delivered or Undelivered

      Showing The Purchase Order Status On The PDF

      This means that the approval status will be displayed. i.e. the Purchase order is Pending, Approved or Rejected 

       

      Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.