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General Settings - Documents

Establish PDF settings, Document Titles and Footers, enter Contact information and upload Terms and Conditions for all Sales Order documents

Sales Order Confirmation
  1. Change Order Season - Permission to move a Sales Order from one season to another
  2. SO Number Next - Number assigned to your next document of this type
  3. Establish Sales Order Provisional - PDF Settings and Sales Order Confirmation - PDF Settings
  4. Title - Enter the Title for your PDF document
  5. Footer - Enter the Footer for your PDF document
  6. Select the PDF Layout for customising
  7. Custom the information you wish to populate on the PDFs by ticking the information you wish to see
  8. Terms & Conditions - T&C can be automatically added to the PDF of this document, when exporting it or emailing it from Zedonk
  9. SO-PDF Contact Information - Shown on the PDF for your document of this type
Proforma
  1. PF Number Next - Number assigned to your next document of this type
  2. PF - Export Declaration - Add up to 10 Export Declarations, which can then be selected for each individual Customer (Enter Customer General Details) as well as directly on the Proforma itself
  3. Establish Proforma - PDF Settings
  4. Footer - Enter the Footer for your Proforma PDF document
  5. Select the PDF Layout for customising
  6. Custom the information you wish to populate on the PDFs by ticking the information you wish to see
  7. PF-PDF Contact Information - Shown on the PDF for your document of this type
  8. Copy Contact information from Sales Order Confirmation
Pick Ticket / Delivery Note
  1. PT/DN Number Next - Number assigned to your next document of this type
  2. Establish Pick Tickets - PDF Settings and Delivery Note - PDF Settings
  3. Title - Enter the Title for your PDF document
  4. Footer - Enter the Footer for your Proforma PDF document
  5. Select the PDF Layout for customising
  6. Custom the information you wish to populate on the PDFs by ticking the information you wish to see
  7. PT+DN-PDF Contact Information - Shown on the PDF for your document of this type
  8. Copy Contact information from Sales Order Confirmation
Invoice
  1. IN Number Next - Number assigned to your next document of this type
  2. Invoice Export Declarations - Add up to 10 Export Declarations, which can then be selected for each individual Customer (Enter Customer General Details) as well as directly on the Invoice itself
  3. Establish Domestic Invoice - PDF Settings, Export - PDF Settings and Duty Invoice - PDF Settings
  4. Title - Enter the Title for your PDF document
  5. Footer - Enter the Footer for your Proforma PDF document
  6. Select the PDF Layout for customising
  7. Custom the information you wish to populate on the PDFs by ticking the information you wish to see
  8. Signature - A digital Signature can be automatically added to the PDF of this document, when exporting it or emailing it from Zedonk
  9. IN-PDF Contact Information - Shown on the PDF for your document of this type
  10. Copy Contact information from Sales Order Confirmation
Returns Authorisation
  1. RA Number Next - Number assigned to your next document of this type
  2. "Ship To" Addresses - Address for returns shown on a Return Authorisation for your customer.
    You can add up to 5 Different Ship To Addresses, which will then appear as a dropdown list as options for changing the "Ship To" Address on the RA
  3. Establish Returns Authorisation - PDF Settings
  4. Title - Enter the Title for your PDF document
  5. Footer - Enter the Footer for your Proforma PDF document
  6. Select the PDF Layout for customising
  7. Custom the information you wish to populate on the PDFs by ticking the information you wish to see
  8. RA-PDF Contact Information - Shown on the PDF for your document of this type
  9. Copy Contact information from Sales Order Confirmation
Credit Note
  1. CN Number Next - Number assigned to your next document of this type
  2. Establish Credit Note - PDF Settings
  3. Title - Enter the Title for your PDF document
  4. Footer - Enter the Footer for your Proforma PDF document
  5. Select the PDF Layout for customising
  6. Custom the information you wish to populate on the PDFs by ticking the information you wish to see
  7. CN-PDF Contact Information - Shown on the PDF for your document of this type
  8. Copy Contact information from Sales Order Confirmation
Materials Purchase Orders
  1. PO Number Next - Number assigned to your next document of this type
  2. PO 'Ship To' Address - Address shown on a Material Purchase Order
    You can add up to 5 Different Ship To Addresses, which will then appear as a dropdown list as options for changing the "Ship To" Address on the PO
  3. Terms & Conditions - T&C can be automatically added to the PDF of this document, when exporting it or emailing it from Zedonk
  4. PO PDF Contact Details
Products Production Order
  1. Docket Number Next - Number assigned to your next document of this type
  2. Docket 'Ship To' Address - Address shown on a Production Order
    You can add up to 5 Different Ship To Addresses, which will then appear as a dropdown list as options for changing the "Ship To" Address on the Production Order
  3. Terms & Conditions - T&C can be automatically added to the PDF of this document, when exporting it or emailing it from Zedonk
  4. PO PDF Contact Details
Previous Article General Settings - Seasons & Exchange Rates - Add New Season
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System Settings

Settings Home 3
My User Details & Alerts 3
General Settings 8
User Management 6
Product Settings 11
Material Settings 5
Customer Settings 8
Sales Documents Settings 4

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