Editing Your Purchase Order Template

Editing Your Purchase Order Template

You have two templates that make up the Purchase Order that is sent to the supplier. The first template is the one you can see very easily that can either be edited in line with the WYSIWYG editor or at source be editing the HTML.

screenshot-template

 

You can edit any of the labels and add new Fields using the placeholders.

Line Items

The line items have their own template though. So although you can edit the columns as shown above, and choose to have the values shown that you require, you need to edit the line item template which is below the main template. This looks like the one shown below:

 

line items

The big Gotcha with this is that you need to edit the HTML to change it correctly. You do this by clicking Tools … and then  <>Source Code.

The above then translates to:

<tr class=”event”> <td class=”align-center”>{quantity}</td> <td class=”align-center”>{product_code}</td> <td>{description}</td> <td class=”align-right”>{price}</td> <td class=”align-right”>{discount_percentage}</td> <td class=”align-right”> {net_value}</td> <td class=”align-right”>{tax_percentage}</td> </tr>

This is pure HTML tables, so very easy. You have one Table Row <tr class=”event”> </tr>

You then need to add as many of the Table Data’s (TD’s) as you need to correspond with the one’s in your template above.

If you have never edited HTML before, don’t panic, it’s not difficult.

<td class=”align-center”>{quantity}</td>

Just remember if you have a ” you need a closing ”

If you have one of these < then there needs to be an closing one as well >

For every start command like <td class=”align-center”> there needs to be a closing one like </td>

If you have it perfectly, your Master document template will now line up with your line items.

TroubleShooting 

If no line items appear at all, go into the HTML of your document template and look for the Table that holds the columns as shown below:

<table>
<tbody>
<tr style=”background-color: #c7c7c7;”>
<td style=”border-style: solid; border-color: #212222; padding-left: 5px; width: 7%;”>QTY</td>
<td style=”border-style: solid; border-color: #212222; padding-left: 5px; width: 16%;”>PRODUCT CODE</td>
<td style=”border-style: solid; border-color: #212222; padding-left: 5px; width: 30%;”>DESCRIPTION</td>
<td style=”border-style: solid; border-color: #212222; padding-left: 5px; width: 10%;”>UNIT PRICE</td>
<td style=”border-style: solid; border-color: #212222; padding-left: 5px; width: 10%;”>DISCOUNT</td>
<td style=”border-style: solid; border-color: #212222; padding-left: 5px; width: 10%;”>NET TOTAL</td>
<td style=”border-style: solid; border-color: #212222; padding-left: 5px; width: 7%;”>VAT &pound;</td>
{line_items}</tr>
</tbody>
</table>

Notice the {line_items} placeholder above that we show in red. That is the “magic code” to tell the template to use the Line items template. Make sure that is not missing or been inadvertently deleted while editing using the WYSIWYG editor. Our advice, hands down, is to edit in HTML for 100% accuracy.


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