Difference between revisions of "Change vendor default settings"

Revision as of 11:56, 8 February 2022

Vendor settings

Go to the vendor profile you need, scroll down to the "Settings" section, and press "Update":

It will display the Change settings page where you can set your vendor's Legal entity, Legal entity, Payment conditions, Default currency, the PDF locale of invoices, Common notes:

[new version] It will display the "Change settings" page where you can set your vendor's default legal entity, currency, payment method, payment terms, invoice common note, and PDF locale:

Note: Payment methods can be created in the Payment methods tab in a vendor's profile.

PDF locale of vendor invoices

By default, the system uses the locale (language, date and time) of invoices specified in the "Default settings" of your account whenever vendor invoices are generated.

But here you may define the different one only for this particular vendor.

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Note: The PDF locale setting defined in a specific vendor's profile overrides the default one specified in the account default settings.

Default legal entity

By default, for all newly created vendors, the system uses the default Legal entity of your account.

But here you may define the different one only for this particular vendor:

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Default invoice common note

You can select a default invoice common note for a particular vendor. Click the "Update" button in the "Settings" section of a needed vendor profile and select the common note:

Note: If you leave this field blank, the value from your account default settings will be applied.