AroFlo lets you set contractor-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 contractor. It can also be used to set contractor-specific print layouts for your work orders, 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
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1) Defaults set against an area type on the Client / Supplier / Contractor card.
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2) Defaults set against an area on the Client / Supplier / Contractor card.
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2) Defaults set against an area on the Client / Supplier / Contractor card.
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Defaults set against a Business Unit (BU)
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3) Defaults set against an area type in the Business Unit.
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4) Defaults set against an area in the Business Unit.
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4) Defaults set against an area in the Business Unit.
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Defaults set against the Company (Top level BU)
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5) Defaults set against an area type in your company.
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6) Defaults set against an area in your company.
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6) Defaults set against an area in your company.
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Set Print and Email Defaults
To set up default settings for a contractor:
- In Edit Contractor Details, go to Print & Email Defaults.
- Click the relevant area on the sidebar (e.g. Work Orders, Request for Quotes, Credit Notes).
- Set any default options as described in Print and Email Layout Defaults.