The Mission
Reports Settings allow Admins to customize the PO PDFs that are generated in the SourceDay platform for buyers and suppliers to save and print.
Understanding the View
Where Can I See It?
- Click on your name dropdown in the upper right-hand corner
- Click on Account Settings
- Click the Report Settings on the left side of the screen
- Apply the necessary changes
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Click the Submit button to save settings.
Site Logos
- Click the Upload button
- Choose the company logo that will appear on the PO PDF
Report Settings
This section allows you to enable notes and barcodes, add a variety of instructions, and upload terms and conditions and manager signatures.
- Items Notes Enabled
Click the toggle to enable Item Notes from the ERP to appear on the PO PDF - PO Notes Enabled
Click the toggle to enable PO/Header Notes from the ERP to appear on the PO PDF - PO Barcodes Enabled
Click the toggle to enable PO Barcodes generated by SourceDay to appear on the PO PDF
The following 4 open fields allow you to enter the text that will appear on the PO PDF
- Bill To
- Shipping Instructions
- Contact Instructions
- Terms and Conditions
- Approver Name
Enter the name of the approver within your company - Manager Signature
Click the Upload button to upload an image of the manager's signature - Terms & Conditions
Click the Upload button to upload an image or file of the terms & conditions to appear at the end of the PO or as another page on the PDF