Orders comments, series, and Contact details

Order PDF comments, series editing, and supplier details format.

Last updated 13 days ago

In the Settings → Inventory → Orders tab, you will find not only numbering settings but also three options for the document layout.

Show Items line comments includes line notes in the Order document. Enable this only when the comments are intended for the supplier. Internal notes should not be included in the outgoing PDF.

Can change series when editing record allows the team member to change the document series within an already opened Order. If you require sequential numbering, leave this option disabled.

Contact information format controls the layout of supplier details in the PDF and HTML document. You can include the company name, code, VAT code, address, country, phone number, email, and department in the template.

After making changes, generate a test Order PDF and verify the details, line comments, and number.

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