Customise your purchase order template

Change the look and feel of the PDF orders sent to your suppliers

Your purchase order template determines the look and feel of the order PDF that iCompleat can automatically submit to your suppliers.

You can easily customise the following elements to reflect your organisation's unique branding and preferences:

• Line information display options
       -   Net, VAT, & Gross
       -   Net only
       -   Unit cost, Net, VAT & gross
       -   Unit cost, Net, & VAT
       -   Unit cost & Net
• Total Summary display options
       -   Net, VAT, & Gross
       -   Net & VAT
       -   Net only
• Include code in delivery site
• Chance accent colour
• Upload company logo
• Add Terms and Conditions
• Change footer text

An iCompleat administrator determines whether iCompleat can automatically submit approved orders via PDF. They can do this on an individual supplier basis in the Events area of iCompleat.

Follow these steps to customise your company's order template.

1. On the homepage, click Configuration.
2. Click Company.
3. Go to Ordering.
4. Next to Purchase order template, click the edit button.
5. A preview of your company’s current order template appears on the left of the screen.

   Options to customise various default fields appear on the right.

   

6. In the Lines drop-down, click the lines you want to add to the order template.

7. In the Total Summary drop-down, click the total summary lines you'd like to add to the order template.
8. Switch on the Include code in delivery site toggle if you'd like the delivery site code to be displayed alongside the delivery site.
9. To save your changes, click Update.
10. To change the Accent colour on the order template, click the colour menu to the right.
    The colour selector appears, letting you manually choose a colour and adjust it using the colour slider on the right, or enter a HEX code.
    You can click the colour palette icon in the top-right to choose from a basic palette.
    Click APPLY to save your accent colour.
11. To add your company's logo to the order template click Upload, then find the find on your computer.

    This can be in .jpg or .png format, and must be no larger than 300 x 300px.

    
12. To add terms and conditions to the order template, click Upload, and then find your company's terms and conditions on your computer.

    The terms and conditions should be in PDF format. This PDF will be sent to suppliers as an accompanying document with orders.

    

13. To add footer text, click Change.

14. Enter your footer text in the text entry box, and click Save.

15. (Optional) Download a PDF sample of your order template by clicking Download PDF at the bottom of the editing panel.

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