Adding a Purchase Order Template

To create purchase orders in StoreFeeder you will need to add a purchase order template for your suppliers.

Go to Products > Suppliers to see your list of suppliers. If the template is for a specific supplier, edit that supplier. If you want one template to be used for all of your suppliers, edit your default supplier and add the template there. When StoreFeeder sends a purchase order, it uses the supplier’s own template first. If the supplier doesn’t have one, it uses the default supplier’s template instead. This means you can still add a different template to specific suppliers if they need a different format.

Once you're in your supplier if you scroll down to the "Export Templates" section you can set up a few different types of templates.

It's not obvious but you can have a purchase order and a drop shipment template so changing this section to purchase order will not remove your drop shipment template if you have one.

Set the Transfer Method to E-mail, then in Export Method choose either PDF or CSV - which option you select depends on how your supplier wishes to receive the purchase order so you will need to ask them for their specification on what they want to receive.

PDF Template

To set up a PDF template you would select PDF as the Export Method and “Purchase Orders” as the Template Type:

Once you change the template type to purchase order the template section at the bottom of the page will change to your purchase order template.

If this supplier has more than one purchase order template (for example a PDF and a CSV), tick “Set as Default” on the one you want to be used when the purchase order is sent:

Then the last thing to do is add the template itself below:

If you are confident with HTML you can write the template entirely with HTML by clicking on the html tab at the bottom of the screen and you can use the tokens on the right to pull data from your StoreFeeder order through. Anything entered in the header tab will appear in the header of every page and anything entered into the footer section will appear on the bottom of every page. You can use them if you want or you can just enter everything into the body section.

For the loop tokens, the entire section you want to loop needs to be between our loop tokens which are {LOOP} and {/LOOP}, this will also loop html formatting. As an example of what you can loop, you could put product sku, product name and product price in loop tokens and then for each product on the order that section will loop around onto different lines.

Attached to this knowledgebase is a template you can use and edit as you see fit - you can copy and paste the html into the html tab of the "body" section. 

CSV Template

If your supplier requires a csv template instead of a pdf you would instead set your export method as csv and the template type as "Purchase Order Lines":

To make this the default export type for your purchase order you would tick the "Default Export Method" box:

To make the CSV template you will need to ask the supplier what information they need and then match up the tokens to the fields the supplier needs.

You can add new tokens by clicking the "add new" on the right hand side and then you select a token from the drop down list of available tokens and in the Field Alias field you assign a name to that column, e.g. our token is called PurchaseOrderID but you may just want to display as a column called Order Number in the export your supplier gets so you would assign this a Field Alias of Order Number