Supplier Print and Email Defaults

Learn how to set supplier-specific email templates, email settings and print layouts

Updated on October 4th, 2024

Table of Contents

AroFlo lets you set supplier-specific email templates, email settings and print layouts.

This may be useful if you want to set a common subject line or body text in emails you send to a supplier. It can also be used to set supplier-specific Standard Layouts for your purchase orders, request for quotes, or credit notes.

 

These settings will override Print and Email Defaults in Site Administration.

Which print and email settings take priority?

Defaults set against a Client / Supplier / Contractor

1) Defaults set against an area type on the Client / Supplier / Contractor card.
Example: Sales invoices for VIP clients.
2) Defaults set against an area on the Client / Supplier / Contractor card.
Example: Invoices for VIP clients.
2) Defaults set against an area on the Client / Supplier / Contractor card.
Example: Invoices for VIP clients.
 
 
 

Defaults set against a Business Unit (BU)

3) Defaults set against an area type in the Business Unit.
Example: Electrical Division sales invoices.
4) Defaults set against an area in the Business Unit.
Example: Electrical Division invoices.
4) Defaults set against an area in the Business Unit.
Example: Electrical Division invoices.
 
 
 

Defaults set against the Company (Top level BU)

5) Defaults set against an area type in your company.
Example: Your company sales invoices.
6) Defaults set against an area in your company.
Example: Your company invoices.
6) Defaults set against an area in your company.
Example: Your company invoices.
 
 
 
 
 
 

 

Set Print and Email Defaults

To set up default settings for a supplier:

  1. In Edit Supplier Details, go to Print & Email Defaults.
  2. Click the relevant area on the sidebar (e.g. Purchase Orders, Request for Quotes, Credit Notes). 
  3. Set any default options as described in Print and Email Layout Defaults.