Difference between revisions of "Change vendor default settings"
(→Default invoice PDF template) |
|||
| Line 4: | Line 4: | ||
Go to the vendor profile you need, scroll down to the '''Settings''' section, and click '''"Update"''': | Go to the vendor profile you need, scroll down to the '''Settings''' section, and click '''"Update"''': | ||
| − | [[File:Vendor | + | [[File:Vendor settings section v2.0.png|border|1070px]] |
| − | It will display the '''"Change settings"''' page where you can set your vendor's default legal entity, currency, payment method and terms, and | + | It will display the '''"Change settings"''' page where you can set your vendor's default legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template: |
| − | [[File: | + | [[File:Vendor settings section v2.0 (update).png|border|1070px]] |
<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. | ||
Revision as of 21:15, 13 September 2025
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, CAT log conversion scheme, and invoices PDF template:
.png)
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 settings will be applied.
