You can use tags in the PDF templates, emails, and in the notes and section notes of a Purchase Order.
Sample Purchase Order PDF Templates
See some example PDF Purchase Order templates here.
Changing What Appears on Your Document with Tags
You can change how the PDF will look by downloading and editing the Word document that is the 'template'. You can make the template show the data by inserting 'tags'. These are replaced with data when Zigaflow creates and previews your document. Once you have updated your document in Word you need to upload.
Mixing Tables
If you need to show more details on some items but less on others (such as product finishes, or mixing product sales with maintenance and support contrcacts) you can do this with the PDF Groups functionality.
How Tags work
All the tags except those marked as 'Purchase Order Items' and 'Purchase Order Sections' will generally appear just once in your document. You can have them multiple times if you wish, but they will repeat the same data (i.e. a client's name).
'Purchase Order Items' and 'Purchase Order Sections' need to be inside a Word table in order to expand correctly with the different line items in your Purchase Order. To understand more on how the system manages these templates see here.
Editing PDF Templates
This video takes you through the process. Use the tags references below to make sure the PDF template includes the information you want to show.
Using Tags on Emails
This works the same way except where a link is used, for example to a client page or referring to the purchase order's edit page. See this article:
Including Links to Quotes, Jobs etc. in your Emails
More on Templates
Read about how to manage tables and images here.
Troubleshooting
If you have a problem with the PDF templates please see this article:
Tags List
Purchase Order Information
| Tag | Description |
|---|---|
| {BusinessName} | Your business name. |
| {BusinessLogo} | Replaces tag with the image of your business. |
| {BusinessAddress1} | Address line 1 from your business address. |
| {BusinessAddress2} | Address line 2 from your business address. |
| {BusinessAddress3} | Address line 3 from your business address. |
| {BusinessTown} | Town from your business address. |
| {BusinessCounty} | County from your business address. |
| {BusinessPostcode} | Postcode from your business address. |
| {BusinessCountry} | Country from your business address. |
| {BusinessTelephone} | Telephone number from your business contact information. |
| {BusinessMobile} | Mobile number from your business contact information. |
| {BusinessEmail} | Email from your business contact information. |
| {BusinessWebsite} | Website URL from your business contact information. |
| {BusinessFax} | Fax number from your business contact information. |
| {BusinessVAT} | VAT number from your business details |
| {BusinessRegistrationNumber} | Registration number from your business details |
| {ProjectDescription} | The description of the project the purchase order may be allocated to |
| {InvoiceName} | Name from purchase order invoice address |
| {InvoiceAddress1} | Address line 1 from the purchase order invoice address. |
| {InvoiceAddress2} | Address line 2 from purchase order invoice address |
| {InvoiceAddress3} | Address line 3 from purchase order invoice address |
| {InvoiceTown} | Town from purchase order invoice address |
| {InvoiceCounty} | County from purchase order invoice address |
| {InvoicePostcode} | Postcode from purchase order invoice address |
| {InvoiceCountry} | Country from purchase order invoice address |
| {InvoiceTelephone} | Telephone number from purchase order invoice address. |
| {InvoiceMobile} | Mobile number from purchase order invoice address. |
| {InvoiceEmail} | Email from purchase order invoice address. |
| {DeliveryName} | Name from purchase order delivery address |
| {DeliveryAddress1} | Address line 1 from the purchase order delivery address. |
| {DeliveryAddress2} | Address line 2 from purchase order delivery address |
| {DeliveryAddress3} | Address line 3 from purchase order delivery address |
| {DeliveryTown} | Town from purchase order delivery address |
| {DeliveryCounty} | County from purchase order delivery address |
| {DeliveryPostcode} | Postcode from purchase order delivery address |
| {DeliveryCountry} | Country from purchase order delivery address |
| {DeliveryTelephone} | Telephone number from purchase order delivery address |
| {DeliveryMobile} | Mobile number from purchase order delivery address |
| {DeliveryEmail} | Email from purchase order delivery address |
| {PurchaseOrderNumber} | The number, including version, assigned to the purchase order |
| {SupplierName} | Name of the client purchase order is assigned to |
| {SupplierContactName} | The contact at the supplier selected in the dropdown |
| {ClientName}/{CLIENTNAME} | Name of the client purchase order is assigned to / in upper case |
| {ClientReference} | The client reference entered into the purchase order details |
| {ClientAccountReference} | The account reference of the assigned client |
| {ClientCustomField} | Where the CustomField is the tag for a custom field you have set up for the clients. E.g. {ClientVATNumber} |
| {Description} | The description entered into the purchase order details. |
| {ContactName} | The name of the user assigned to the purchase order. |
| {ContactTelephone} | The telephone number of the user assigned to the purchase order. |
| {ContactCellPhone} | The cellphone number of the user assigned to the purchase order. |
| {ContactEmail} | The email address of the user assigned to the purchase order. |
| {Notes} | The client notes entered into the purchase order details. |
| {DateCreated} | The creation date of the purchase order. e.g. 01/01/2018 |
| {DateCreatedLong} | The creation date of the purchase order. e.g. 1 January 2018 |
| {DateRequired} | The required date of the purchase order. e.g. 01/01/2018 |
| {DateRequiredLong} | The required date of the purchase order. e.g. 1 January 2018 |
| {DateSent} | The sent date of the purchase order. e.g. 01/01/2018 |
| {DateSentLong} | The sent date of the purchase order. e.g. 1 January 2018 |
| {ItemsOrdered} | The quantity of purchase order items. |
| {ItemsDelivered} | The quantity of purchase order items delivered |
| {ItemsRemaining} | The quantity of purchase order items remaining and yet to be delivered. |
| {Net} | The net total of the purchase order items. |
| {VAT} | The total VAT of the purchase order items. |
| {Total} | The total price of the purchase order items. |
| {Currency} | The currency of the PO |
| {PriceListName} | The name you have given to the price list |
| {SupplierInvoiceNo} | The supplier invoice number entered on the purchase order details |
| {SupplierDeliveryNote} | The supplier invoice delivery note information entered on the purchase order details |
| {SupplierInvoiceNet} | The supplier invoice net entered on the purchase order details |
| {SupplierInvoiceVat} | The supplier invoice VAT entered on the purchase order details |
| {SupplierInvoiceTotal} | The supplier invoice total entered on the purchase order details |
| {ReviewLink} | Link to review page where the client can sign. This can be used in the PDF or email but needs to be set up as a hyperlink. |
| {InternalLink} | Link to the edit page but only accessible to logged-in users. Needs to be set up as a hyperlink. It can be added to emails. |
| {AssociatedQuotation} | The quotation number of the associated quotation. |
| {AssociatedJob} | The job number of the associated job. |
| {ClientContactPaymentTerms} | Your terms with the supplier |
| {Image1}, {Image2},etc. | The images that added to the PO (not to the section or item). |
| ImageFilename1},{ImageFilename1}, etc. | The filename of the image(s) |
| {LinkedQuotations} | Lists all the linked quotations (e.g. Q1002, Q1004, etc.) |
| {LinkedJobs} | Lists all the linked jobs (e.g. J2002, J2004, etc.) |
| {LinkedInvoices} | Lists all the linked invoices (e.g. IV1002, IV1004, etc.) |
| {LinkedDeliveryNotes} | Lists all the linked delivery notes(e.g. DN1035, DN1038, etc.) |
| {LinkedContracts} | Lists all the linked contracts (e.g. C3021, C3021, etc.) |
| {LinkedEformWeblinks} | Lists all the eForms linked to the quotation. The title is shown with the hyperlink underneath. |
Purchase Order Supplier Details
| Tag | Description |
|---|---|
| {SupplierName}/ {SUPPLIERNAME} | The supplier name / in upper case |
| {SupplierAddress1} | Address line 1 from the supplier address. |
| {SupplierAddress2} | Address line 2 from the supplier address. |
| {SupplierAddress3} | Address line 3 from the supplier address. |
| {SupplierTown} | Town from the supplier address. |
| {SupplierCounty} | County from the supplier address. |
| {SupplierPostcode} | Postcode from the supplier address. |
| {SupplierCountry} | Country from the supplier address. |
| {SupplierTelephone} | Telephone number from the supplier contact information. |
| {SupplierMobile} | Mobile number from the supplier contact information. |
| {SupplierEmail} | Email from the supplier contact information. |
| {SupplierWebsite} | Website URL from the supplier contact information. |
Purchase Order Supplier Contact Details
| Tag | Description |
|---|---|
| {SupplierContactName} | The supplier name. |
| {SupplierContactTitle} | Tile from the supplier contact information. |
| {SupplierContactFirstName} | First name from the supplier contact information. |
| {SupplierContactLastName} | Last name from the supplier contact information. |
| {SupplierContactPosition} | Position from the supplier contact information. |
| {SupplierContactSupplierName} | The name of the supplier of the contact. |
| {SupplierContactTelephone} | Telephone number from the supplier contact information. |
| {SupplierContactMobile} | Mobile number from the supplier contact information. |
| {SupplierContactEmail} | Email from the supplier contact information. |
Purchase Order Sections
| Tag | Description |
|---|---|
| {SectionName} | The name of the section. |
| {SectionImage} | Replaces tag with the image added to a section. Use the tags {SectionImage1}, {SectionImage2}, etc for multiple images. |
| {SectionNotes} | The notes of the section. |
| {SectionNet} | The total net price of the purchase order section. |
| {SectionVAT} | The total VAT of the purchase order section. |
| {SectionTotal} | The total price of the purchase order section. |
| {SectionIncludedInTotal} / {SectionNotIncludedInTotal} | The displays the text "Included in Total" / "Not included in Total" depending on whether the section is marked to be included in the total. |
| {SectionIncludedInTotalYesNo} | The displays the text "Yes" or "No" depending on whether to Include the Section in the purchase order price |
Purchase Order Items
| Tag | Description |
|---|---|
| {ItemImage} | Replaces tag with the image of the purchase order item. Use the tags {ItemImage1}, {ItemImage2}, etc for multiple images. |
| {ItemCode} | The product code of the purchase order item. |
| {ItemDescription} | The description of the purchase order item. |
| {ItemCategory} | The category text taken from the item, on the Products page, that shares the same Product Code. |
| {ItemUnit} | The unit text of the purchase order item. |
| {ItemVAT} | The VAT percentage of the purchase order item. |
| {ItemPrice} | The price of the purchase order item. |
| {ItemQty} | The quantity of the quotation item. Kit Items appear with an 'X' by default. |
| {ItemAgreedPrice} | If you have a price discounted from the list price, use this tag |
| {ItemAgreedDiscount} | The % discount between the list and agreed price |
| {ItemQtyDash} | The quantity of the quotation item. Kit Items appear with a dash '-' instead of an 'X'. |
| {ItemQtyNone} | The quantity of the quotation item. Kit Items appear with no additional elements. |
| {ItemReceived} | The quantity of the purchase order item received. |
| {ItemRemaining} | The quantity of the purchase order item remaining. |
| {ItemTotal} | The net total price of the quotation item. |
| {ItemGross} | The total price (Net + VAT) of the quotation item. |
| {ItemCustomField} | Where CustomField is the tag of a field you have set up for items and therefore appear in the item lines |
Purchase Order Item Product Details
| Tag | Description |
|---|---|
| {ItemDetailedDescription} | The detailed description text taken from the item, on the Products page, that shares the same Product Code. |
Tags: PO tags, PO PDF, purchase order tags, purchase order PDF, purchase orders tags, purchase orders PDF, field names
Sample Purchase Order PDF Templates
See some example PDF Purchase Order templates here.
Changing What Appears on Your Document with Tags
You can change how the PDF will look by downloading and editing the Word document that is the 'template'. You can make the template show the data by inserting 'tags'. These are replaced with data when Zigaflow creates and previews your document. Once you have updated your document in Word you need to upload.
Mixing Tables
If you need to show more details on some items but less on others (such as product finishes, or mixing product sales with maintenance and support contracts) you can do this with the PDF Groups functionality.
How Tags work
All the tags except those marked as 'Purchase Order Items' and 'Purchase Order Sections' will generally appear just once in your document. You can have them multiple times if you wish, but they will repeat the same data (i.e. a client's name).
'Purchase Order Items' and 'Purchase Order Sections' need to be inside a Word table in order to expand correctly with the different line items in your Purchase Order. To understand more on how the system manages these templates see here.
Editing PDF Templates
This video takes you through the process. Use the tags references below to make sure the PDF template includes the information you want to show.
Using Tags on Emails
This works the same way except where a link is used, for example to a client page or referring to the purchase order's edit page. See this article:
Including Links to Quotes, Jobs etc. in your Emails
More on Templates
Read about how to manage tables and images here.
Tags List
Purchase Order Information
| Tag | Description |
|---|---|
| {BusinessName} | Your business name. |
| {BusinessLogo} | Replaces tag with the image of your business. |
| {BusinessAddress1} | Address line 1 from your business address. |
| {BusinessAddress2} | Address line 2 from your business address. |
| {BusinessAddress3} | Address line 3 from your business address. |
| {BusinessTown} | Town from your business address. |
| {BusinessCounty} | County from your business address. |
| {BusinessPostcode} | Postcode from your business address. |
| {BusinessCountry} | Country from your business address. |
| {BusinessTelephone} | Telephone number from your business contact information. |
| {BusinessMobile} | Mobile number from your business contact information. |
| {BusinessEmail} | Email from your business contact information. |
| {BusinessWebsite} | Website URL from your business contact information. |
| {BusinessFax} | Fax number from your business contact information. |
| {BusinessVAT} | VAT number from your business details |
| {BusinessRegistrationNumber} | Registration number from your business details |
| {ClientCustomField} | For CRM Company custom fields, e.g. 'MyField' should be {ClientMyField} |
| {ClientContactCustomField} | For CRM contact custom fields, e.g. 'MyField' should be {ClientContactMyField} |
| {InvoiceName} | Name from purchase order invoice address |
| {InvoiceAddress1} | Address line 1 from the purchase order invoice address. |
| {InvoiceAddress2} | Address line 2 from purchase order invoice address |
| {InvoiceAddress3} | Address line 3 from purchase order invoice address |
| {InvoiceTown} | Town from purchase order invoice address |
| {InvoiceCounty} | County from purchase order invoice address |
| {InvoicePostcode} | Postcode from purchase order invoice address |
| {InvoiceCountry} | Country from purchase order invoice address |
| {InvoiceTelephone} | Telephone number from purchase order invoice address. |
| {InvoiceMobile} | Mobile number from purchase order invoice address. |
| {InvoiceEmail} | Email from purchase order invoice address. |
| {DeliveryName} | Name from purchase order delivery address |
|
{DeliveryContactName}
|
The contact name for delivery |
| {DeliveryAddress1} | Address line 1 from the purchase order delivery address. |
| {DeliveryAddress2} | Address line 2 from purchase order delivery address |
| {DeliveryAddress3} | Address line 3 from purchase order delivery address |
| {DeliveryTown} | Town from purchase order delivery address |
| {DeliveryCounty} | County from purchase order delivery address |
| {DeliveryPostcode} | Postcode from purchase order delivery address |
| {DeliveryCountry} | Country from purchase order delivery address |
| {DeliveryTelephone} | Telephone number from purchase order delivery address |
| {DeliveryMobile} | Mobile number from purchase order delivery address |
| {DeliveryEmail} | Email from purchase order delivery address |
| {PurchaseOrderNumber} | The number, including version, assigned to the purchase order |
| {SupplierName}
{DeliveryContactName}
|
Name of the client purchase order is assigned to |
| {SupplierContactName} | The contact at the supplier selected in the dropdown |
| {ClientName} | Name of the client purchase order is assigned to |
| {ClientReference} | The client reference entered into the purchase order details |
| {ClientAccountReference} | The account reference of the assigned client |
| {ClientCustomField} | Where the CustomField is the tag for a custom field you have set up for the clients. E.g. {ClientVATNumber} |
| {Description} | The description entered into the purchase order details. |
| {ContactName} | The name of the user assigned to the purchase order. |
| {ContactTelephone} | The telephone number of the user assigned to the purchase order. |
| {ContactCellPhone} | The cellphone number of the user assigned to the purchase order. |
| {ContactEmail} | The email address of the user assigned to the purchase order. |
| {Notes} | The client notes entered into the purchase order details. |
| {DateCreated} | The creation date of the purchase order. e.g. 01/01/2018 |
| {DateCreatedLong} | The creation date of the purchase order. e.g. 1 January 2018 |
| {DateRequired} | The required date of the purchase order. e.g. 01/01/2018 |
| {DateRequiredLong} | The required date of the purchase order. e.g. 1 January 2018 |
| {DateSent} | The sent date of the purchase order. e.g. 01/01/2018 |
| {DateSentLong} | The sent date of the purchase order. e.g. 1 January 2018 |
| {ItemsOrdered} | The quantity of purchase order items. |
| {ItemsDelivered} | The quantity of purchase order items delivered |
| {ItemsRemaining} | The quantity of purchase order items remaining and yet to be delivered. |
| {Net} | The net total of the purchase order items. |
| {VAT} | The total VAT of the purchase order items. |
| {Total} | The total price of the purchase order items. |
| {Currency} | The currency of the PO |
| {PriceListName} | The name you have given to the price list |
| {SupplierInvoiceNo} | The supplier invoice number entered on the purchase order details |
| {SupplierDeliveryNote} | The supplier invoice delivery note information entered on the purchase order details |
| {SupplierInvoiceNet} | The supplier invoice net entered on the purchase order details |
| {SupplierInvoiceVat} | The supplier invoice VAT entered on the purchase order details |
| {SupplierInvoiceTotal} | The supplier invoice total entered on the purchase order details |
| {ReviewLink} | Link to review page where the client can sign. This can be used in the PDF or email but needs to be set up as a hyperlink. |
| {InternalLink} | Link to the edit page but only accessible to logged-in users. Needs to be set up as a hyperlink. It can be added to emails. |
| {AssociatedQuotation} | The quotation number of the associated quotation. |
| {AssociatedJob} | The job number of the associated job. |
| {ClientContactPaymentTerms} | Your terms with the supplier |
| {Image1}, {Image2},etc. | The images that added to the PO (not to the section or item). |
| {LinkedQuotations} | Lists all the linked quotations (e.g. Q1002, Q1004, etc.) |
| {LinkedJobs} | Lists all the linked jobs (e.g. J2002, J2004, etc.) |
| {LinkedInvoices} | Lists all the linked invoices (e.g. IV1002, IV1004, etc.) |
| {LinkedDeliveryNotes} | Lists all the linked delivery notes(e.g. DN1035, DN1038, etc.) |
| {LinkedContracts} | Lists all the linked contracts (e.g. C3021, C3021, etc.) |
Purchase Order Supplier Details
| Tag | Description |
|---|---|
| {SupplierName} | The supplier name. |
| {SupplierAddress1} | Address line 1 from the supplier address. |
| {SupplierAddress2} | Address line 2 from the supplier address. |
| {SupplierAddress3} | Address line 3 from the supplier address. |
| {SupplierTown} | Town from the supplier address. |
| {SupplierCounty} | County from the supplier address. |
| {SupplierPostcode} | Postcode from the supplier address. |
| {SupplierCountry} | Country from the supplier address. |
| {SupplierTelephone} | Telephone number from the supplier contact information. |
| {SupplierMobile} | Mobile number from the supplier contact information. |
| {SupplierEmail} | Email from the supplier contact information. |
| {SupplierWebsite} | Website URL from the supplier contact information. |
Purchase Order Supplier Contact Details
| Tag | Description | |
|---|---|---|
| {SupplierContactName} | The supplier name. | |
| {SupplierContactTitle} | The tile of the supplier contact. | |
| {SupplierContactFirstName} | The first name of the supplier contact. | |
| {SupplierContactLastName} |
|
|
| {SupplierContactPosition} | Address line 3 from the supplier address. | |
| {SupplierContactSupplierName} | Town from the supplier address. | |
| {SupplierContactTelephone} | Telephone number from the supplier contact information. | |
| {SupplierContactMobile} | Mobile number from the supplier contact information. | |
| {SupplierContactEmail} | Email from the supplier contact information. |
Purchase Order Sections
| Tag | Description |
|---|---|
| {SectionName} | The name of the section. |
| {SectionImage} | Replaces tag with the image added to a section. Use the tags {SectionImage1}, {SectionImage2}, etc for multiple images. |
| {SectionNotes} | The notes of the section. |
| {SectionNet} | The total net price of the purchase order section. |
| {SectionVAT} | The total VAT of the purchase order section. |
| {SectionTotal} | The total price of the purchase order section. |
| {SectionIncludedInTotal} / {SectionNotIncludedInTotal} | The displays the text "Included in Total" / "Not included in Total" depending on whether the section is marked to be included in the total. |
| {SectionIncludedInTotalYesNo} | The displays the text "Yes" or "No" depending on whether to Include the Section in the purchase order price |
Purchase Order Items
| Tag | Description |
|---|---|
| {ItemImage} | Replaces tag with the image of the purchase order item. Use the tags {ItemImage1}, {ItemImage2}, etc for multiple images. |
| {ItemCode} | The product code of the purchase order item. |
| {ItemDescription} | The description of the purchase order item. |
| {ItemCategory} | The category text taken from the item, on the Products page, that shares the same Product Code. |
| {ItemUnit} | The unit text of the purchase order item. |
| {ItemVAT} | The VAT percentage of the purchase order item. |
| {ItemPrice} | The price of the purchase order item. |
| {ItemQty} | The quantity of the quotation item. Kit Items appear with an 'X' by default. |
| {ItemAgreedPrice} | If you have a price discounted from the list price, use this tag |
| {ItemAgreedDiscount} | The % discount between the list and agreed price |
| {ItemQtyDash} | The quantity of the quotation item. Kit Items appear with a dash '-' instead of an 'X'. |
| {ItemQtyNone} | The quantity of the quotation item. Kit Items appear with no additional elements. |
| {ItemReceived} | The quantity of the purchase order item received. |
| {ItemRemaining} | The quantity of the purchase order item remaining. |
| {ItemTotal} | The net total price of the quotation item. |
| {ItemGross} | The total price (Net + VAT) of the quotation item. |
| {ItemCustomField} | Where CustomField is the tag of a field you have set up for items and therefore appear in the item lines |
Purchase Order Item Product Details
| Tag | Description |
|---|---|
| {ItemDetailedDescription} | The detailed description text taken from the item, on the Products page, that shares the same Product Code. |
Tags: PO tags, PO PDF, purchase order tags, purchase order PDF, purchase orders tags, purchase orders PDF, field names
Sample Purchase Order PDF Templates
See some example PDF Purchase Order templates here.
Changing What Appears on Your Document with Tags
You can change how the PDF will look by downloading and editing the Word document that is the 'template'. You can make the template show the data by inserting 'tags'. These are replaced with data when Zigaflow creates and previews your document. Once you have updated your document in Word you need to upload.
Mixing Tables
If you need to show more details on some items but less on others (such as product finishes, or mixing product sales with maintenance and support contracts) you can do this with the PDF Groups functionality.
How Tags work
All the tags except those marked as 'Purchase Order Items' and 'Purchase Order Sections' will generally appear just once in your document. You can have them multiple times if you wish, but they will repeat the same data (i.e. a client's name).
'Purchase Order Items' and 'Purchase Order Sections' need to be inside a Word table in order to expand correctly with the different line items in your Purchase Order. To understand more on how the system manages these templates see here.
Editing PDF Templates
This video takes you through the process. Use the tags references below to make sure the PDF template includes the information you want to show.
Using Tags on Emails
This works the same way except where a link is used, for example to a client page or referring to the purchase order's edit page. See this article:
Including Links to Quotes, Jobs etc. in your Emails
More on Templates
Read about how to manage tables and images here.
Tags List
Purchase Order Information
| Tag | Description |
|---|---|
| {BusinessName} | Your business name. |
| {BusinessLogo} | Replaces tag with the image of your business. |
| {BusinessAddress1} | Address line 1 from your business address. |
| {BusinessAddress2} | Address line 2 from your business address. |
| {BusinessAddress3} | Address line 3 from your business address. |
| {BusinessTown} | Town from your business address. |
| {BusinessCounty} | County from your business address. |
| {BusinessPostcode} | Postcode from your business address. |
| {BusinessCountry} | Country from your business address. |
| {BusinessTelephone} | Telephone number from your business contact information. |
| {BusinessMobile} | Mobile number from your business contact information. |
| {BusinessEmail} | Email from your business contact information. |
| {BusinessWebsite} | Website URL from your business contact information. |
| {BusinessFax} | Fax number from your business contact information. |
| {BusinessVAT} | VAT number from your business details |
| {BusinessRegistrationNumber} | Registration number from your business details |
| {ClientCustomField} | For CRM Company custom fields, e.g. 'MyField' should be {ClientMyField} |
| {ClientContactCustomField} | For CRM contact custom fields, e.g. 'MyField' should be {ClientContactMyField} |
| {InvoiceName} | Name from purchase order invoice address |
| {InvoiceAddress1} | Address line 1 from the purchase order invoice address. |
| {InvoiceAddress2} | Address line 2 from purchase order invoice address |
| {InvoiceAddress3} | Address line 3 from purchase order invoice address |
| {InvoiceTown} | Town from purchase order invoice address |
| {InvoiceCounty} | County from purchase order invoice address |
| {InvoicePostcode} | Postcode from purchase order invoice address |
| {InvoiceCountry} | Country from purchase order invoice address |
| {InvoiceTelephone} | Telephone number from purchase order invoice address. |
| {InvoiceMobile} | Mobile number from purchase order invoice address. |
| {InvoiceEmail} | Email from purchase order invoice address. |
| {DeliveryName} | Name from purchase order delivery address |
| {DeliveryAddress1} | Address line 1 from the purchase order delivery address. |
| {DeliveryAddress2} | Address line 2 from purchase order delivery address |
| {DeliveryAddress3} | Address line 3 from purchase order delivery address |
| {DeliveryTown} | Town from purchase order delivery address |
| {DeliveryCounty} | County from purchase order delivery address |
| {DeliveryPostcode} | Postcode from purchase order delivery address |
| {DeliveryCountry} | Country from purchase order delivery address |
| {DeliveryTelephone} | Telephone number from purchase order delivery address |
| {DeliveryMobile} | Mobile number from purchase order delivery address |
| {DeliveryEmail} | Email from purchase order delivery address |
| {PurchaseOrderNumber} | The number, including version, assigned to the purchase order |
| {SupplierName} | Name of the client purchase order is assigned to |
| {SupplierContactName} | The contact at the supplier selected in the dropdown |
| {ClientName} | Name of the client purchase order is assigned to |
| {ClientReference} | The client reference entered into the purchase order details |
| {ClientAccountReference} | The account reference of the assigned client |
| {ClientCustomField} | Where the CustomField is the tag for a custom field you have set up for the clients. E.g. {ClientVATNumber} |
| {Description} | The description entered into the purchase order details. |
| {ContactName} | The name of the user assigned to the purchase order. |
| {ContactTelephone} | The telephone number of the user assigned to the purchase order. |
| {ContactCellPhone} | The cellphone number of the user assigned to the purchase order. |
| {ContactEmail} | The email address of the user assigned to the purchase order. |
| {Notes} | The client notes entered into the purchase order details. |
| {DateCreated} | The creation date of the purchase order. e.g. 01/01/2018 |
| {DateCreatedLong} | The creation date of the purchase order. e.g. 1 January 2018 |
| {DateRequired} | The required date of the purchase order. e.g. 01/01/2018 |
| {DateRequiredLong} | The required date of the purchase order. e.g. 1 January 2018 |
| {DateSent} | The sent date of the purchase order. e.g. 01/01/2018 |
| {DateSentLong} | The sent date of the purchase order. e.g. 1 January 2018 |
| {ItemsOrdered} | The quantity of purchase order items. |
| {ItemsDelivered} | The quantity of purchase order items delivered |
| {ItemsRemaining} | The quantity of purchase order items remaining and yet to be delivered. |
| {Net} | The net total of the purchase order items. |
| {VAT} | The total VAT of the purchase order items. |
| {Total} | The total price of the purchase order items. |
| {Currency} | The currency of the PO |
| {PriceListName} | The name you have given to the price list |
| {SupplierInvoiceNo} | The supplier invoice number entered on the purchase order details |
| {SupplierDeliveryNote} | The supplier invoice delivery note information entered on the purchase order details |
| {SupplierInvoiceNet} | The supplier invoice net entered on the purchase order details |
| {SupplierInvoiceVat} | The supplier invoice VAT entered on the purchase order details |
| {SupplierInvoiceTotal} | The supplier invoice total entered on the purchase order details |
| {ReviewLink} | Link to review page where the client can sign. This can be used in the PDF or email but needs to be set up as a hyperlink. |
| {InternalLink} | Link to the edit page but only accessible to logged-in users. Needs to be set up as a hyperlink. It can be added to emails. |
| {AssociatedQuotation} | The quotation number of the associated quotation. |
| {AssociatedJob} | The job number of the associated job. |
| {ClientContactPaymentTerms} | Your terms with the supplier |
| {Image1}, {Image2},etc. | The images that added to the PO (not to the section or item). |
| {LinkedQuotations} | Lists all the linked quotations (e.g. Q1002, Q1004, etc.) |
| {LinkedJobs} | Lists all the linked jobs (e.g. J2002, J2004, etc.) |
| {LinkedInvoices} | Lists all the linked invoices (e.g. IV1002, IV1004, etc.) |
| {LinkedDeliveryNotes} | Lists all the linked delivery notes(e.g. DN1035, DN1038, etc.) |
| {LinkedContracts} | Lists all the linked contracts (e.g. C3021, C3021, etc.) |
Purchase Order Supplier Details
| Tag | Description |
|---|---|
| {SupplierName} | The supplier name. |
| {SupplierAddress1} | Address line 1 from the supplier address. |
| {SupplierAddress2} | Address line 2 from the supplier address. |
| {SupplierAddress3} | Address line 3 from the supplier address. |
| {SupplierTown} | Town from the supplier address. |
| {SupplierCounty} | County from the supplier address. |
| {SupplierPostcode} | Postcode from the supplier address. |
| {SupplierCountry} | Country from the supplier address. |
| {SupplierTelephone} | Telephone number from the supplier contact information. |
| {SupplierMobile} | Mobile number from the supplier contact information. |
| {SupplierEmail} | Email from the supplier contact information. |
| {SupplierWebsite} | Website URL from the supplier contact information. |
Purchase Order Supplier Contact Details
| Tag | Description | |
|---|---|---|
| {SupplierContactName} | The supplier name. | |
| {SupplierContactTitle} | The tile of the supplier contact. | |
| {SupplierContactFirstName} | The first name of the supplier contact. | |
| {SupplierContactLastName} |
|
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| {SupplierContactPosition} | Address line 3 from the supplier address. | |
| {SupplierContactSupplierName} | Town from the supplier address. | |
| {SupplierContactTelephone} | Telephone number from the supplier contact information. | |
| {SupplierContactMobile} | Mobile number from the supplier contact information. | |
| {SupplierContactEmail} | Email from the supplier contact information. |
Purchase Order Sections
| Tag | Description |
|---|---|
| {SectionName} | The name of the section. |
| {SectionImage} | Replaces tag with the image added to a section. Use the tags {SectionImage1}, {SectionImage2}, etc for multiple images. |
| {SectionNotes} | The notes of the section. |
| {SectionNet} | The total net price of the purchase order section. |
| {SectionVAT} | The total VAT of the purchase order section. |
| {SectionTotal} | The total price of the purchase order section. |
| {SectionIncludedInTotal} / {SectionNotIncludedInTotal} | The displays the text "Included in Total" / "Not included in Total" depending on whether the section is marked to be included in the total. |
| {SectionIncludedInTotalYesNo} | The displays the text "Yes" or "No" depending on whether to Include the Section in the purchase order price |
Purchase Order Items
| Tag | Description |
|---|---|
| {ItemImage} | Replaces tag with the image of the purchase order item. Use the tags {ItemImage1}, {ItemImage2}, etc for multiple images. |
| {ItemCode} | The product code of the purchase order item. |
| {ItemDescription} | The description of the purchase order item. |
| {ItemCategory} | The category text taken from the item, on the Products page, that shares the same Product Code. |
| {ItemUnit} | The unit text of the purchase order item. |
| {ItemVAT} | The VAT percentage of the purchase order item. |
| {ItemPrice} | The price of the purchase order item. |
| {ItemQty} | The quantity of the quotation item. Kit Items appear with an 'X' by default. |
| {ItemAgreedPrice} | If you have a price discounted from the list price, use this tag |
| {ItemAgreedDiscount} | The % discount between the list and agreed price |
| {ItemQtyDash} | The quantity of the quotation item. Kit Items appear with a dash '-' instead of an 'X'. |
| {ItemQtyNone} | The quantity of the quotation item. Kit Items appear with no additional elements. |
| {ItemReceived} | The quantity of the purchase order item received. |
| {ItemRemaining} | The quantity of the purchase order item remaining. |
| {ItemTotal} | The net total price of the quotation item. |
| {ItemGross} | The total price (Net + VAT) of the quotation item. |
| {ItemCustomField} | Where CustomField is the tag of a field you have set up for items and therefore appear in the item lines |
Purchase Order Item Product Details
| Tag | Description |
|---|---|
| {ItemDetailedDescription} | The detailed description text taken from the item, on the Products page, that shares the same Product Code. |
Custom Fields
Tags: PO tags, PO PDF, purchase order tags, purchase order PDF, purchase orders tags, purchase orders PDF, field names