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| − | ==Vendor settings==
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| − | Go to the vendor profile you need, scroll down to the "Settings" section, and press "Update":
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| − | [[File:Change vendor default settings1.png|border|1000px]]
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| − | 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:
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| − | [[File:Change vendor default settings2.png|border|1000px]]
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| − | ::<span style="color:orange">'''Note:'''</span> Payment methods can be created in the '''<u>[[Vendor_view_page,_Payment_methods_tab|Payment methods]]</u>''' tab in a vendor's profile.
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| − | ==PDF locale of vendor invoices ==
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| − | By default, the system uses the locale (language, date and time) of invoices specified in the '''<U>[[Account#Default settings|'''"Default settings"''']]</U>''' of your account whenever vendor invoices are generated.
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| − | But here you may define the different one only for this particular vendor.
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| − | [[file:Change PDF locale in invoices.png|border|700px]]
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| − | ::<span style="color:orange">'''Note:'''</span> The PDF locale setting defined in a specific vendor's profile overrides the default one specified in the '''<U>[[Account#Default settings|'''account default settings''']]</U>'''.
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| − | ==Default legal entity==
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| − | By default, for all newly created vendors, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.
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| − | But here you may define the different one only for this particular vendor:
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| − | [[File:Legal entity update 1.png|border|700px]]
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| − | ==Default invoice common note==
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| − | 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:
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| − | [[File:Change vendor default settings3.png|border|1000px]]
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| − | ::<span style="color:orange">'''Note:'''</span> If you leave this field blank, the value from your [[Common_notes#Vendor_invoice_common_notes|account default settings]] will be applied.
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| − | ----
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| − | <span style="color:red">Features described below will be available with the forthcoming system release.</span>
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| − | __FORCETOC__
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| | =='''Vendor settings'''== | | =='''Vendor settings'''== |
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| | [[File:Change vendor default settings4.png|border|1070px]] | | [[File:Change vendor default settings4.png|border|1070px]] |
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| − | ::<span style="color:orange">'''Note:'''</span> Payment methods can be created in the '''<u>[[Vendor_view_page,_Payment_methods_tab|Payment methods]]</u>''' tab in a vendor's profile.
| + | <span style="color:orange">'''Note:'''</span> Payment methods can be created in the '''<u>[[Vendor_view_page,_Payment_methods_tab|Payment methods]]</u>''' tab in a vendor's profile. |
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| | =='''Default legal entity'''== | | =='''Default legal entity'''== |
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| | [[File:Change vendor default pdf template1.png|border|1070px]] | | [[File:Change vendor default pdf template1.png|border|1070px]] |
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| − | ::<span style="color:orange">'''Note:'''</span> If you leave this field blank, the value from your [[Common_notes#Vendor_invoice_common_notes|account default settings]] will be applied.
| + | <span style="color:orange">'''Note:'''</span> If you leave this field blank, the value from your [[Common_notes#Vendor_invoice_common_notes|account default settings]] will be applied. |
Revision as of 09:32, 16 August 2022
Vendor settings
Go to the vendor profile you need, scroll down to the Settings section, and click "Update":
It will display the "Change settings" page where you can set your vendor's default legal entity, currency, payment method and terms, and invoice PDF template:
Note: Payment methods can be created in the Payment methods tab in a vendor's profile.
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:
Default invoice PDF template
You can select a default invoice PDF template for each individual vendor. Click the "Update" button in the "Settings" section of a needed vendor profile and select the PDF template:
Note: If you leave this field blank, the value from your account default settings will be applied.
