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Choosing What Information Is Included in Purchase Order Emails to Suppliers

SmartOffice allows you to control what details are included in the email sent to suppliers when a Purchase Order (PO) is issued. You can choose to include the PO number, price, and date in the email’s subject line. How to Configure Purchase Order Email Settings To adjust these settings, follow the steps below: …

How to Customize the Information Captured on a Template (Advanced Template Settings)

You can customize which information you would like to capture on your document templates through the Advanced Template Settings . Accessing Advanced Template Settings * Click the cog icon  in the upper right corner of the screen. * Select Company Settings from the list. * Click on Advanced Template Setting…

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