How To: Include contact information on Print Templates

How To: Include contact information on Print Templates

 
Add vendor contact information and store billing and shipping addresses in Yellow Dog allows you to include them on purchasing documents (for example, purchase orders and invoices).

 

Make sure you have these permissions:

  • View and edit vendors

  • View and edit stores

  • Access print templates

 

Add vendor contacts

  1. Go to Common Setup > Vendors.

  2. Open the vendor:

    • Double-click the vendor, or

    • Select the vendor and click Edit Vendor.

  3. In the Vendor Editor, select Contacts, then click Add.

    • To update an existing contact, double-click the contact.

  4. Enter the contact information:

    • Select the store or stores to associate with the contact.

    • Enter the contact details.

    • In Type, select one or more of the following:

      • Order From Contact

      • Return To Contact

      • Invoice Contact

  5. Click Save & Close.

Add store addresses

  1. Go to System Setup > Stores.

  2. Open the store by double-clicking it.

  3. Select Store Addresses.

  4. Enter the Bill To and Ship To addresses as needed.

  5. Click Save & Close.

Add addresses to print templates

  1. Go to System Setup > Print Templates.

  2. Select the template you want to update, then click Create New Based On.

    • You can’t edit default print templates.

  3. In the new template, right-click where you want the address to appear, then select Insert Data Field.

  4. In the Insert Data Field window:

    • Search for Address to view available address fields.

    • Available fields depend on the template type.

  5. Click Save & Close.

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