Order PDF, Excel, and copying

Select the PDF action on the card when you need the Order document intended for the supplier. You can choose Lithuanian or English. If a default language is set on the supplier card, it is suggested automatically. The document uses the note corresponding to the selected language.

The Excel action may be displayed depending on your organization's configuration and permissions. Before sending the document to the supplier, check the addresses, currency, Items codes, quantities, prices, and receipt dates. For team member without purchase prices, permissions prices may not be displayed.

Use Copy when creating a similar Order. Hanna transfers most fields, Items, responsible parties, and contacts, but assigns a new number, today's date, and the initial status to the new record. Always review the copied quantities, prices, and deadlines.

Related articles

• Pickup date reminders and status-based tasks
• Orders settings, statuses, and permissions