You can customise the default PDF settings and tailor a wide range of documents to suit your needs.
This includes essential paperwork like Sales Order Confirmations, Proforma Invoices, Invoices, Pick Ticket Delivery Notes, Return Authorisations, Credit Notes, Materials Purchase Orders, and Production Orders (Dockets), ensuring all your communications are professional and consistent.
Sales Order Confirmation
- Change Order Season - Grant permission to move a Sales Order from one season to another.
- SO Number Next - This is the number assigned to your next document of this type, ensuring sequential numbering.
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Set Sales Order Provisional & Sales Order Confirmation PDF Settings - Configure the PDF settings for both provisional sales orders and final sales order confirmations.
- Title - Enter the desired title for your PDF document, which will appear at the top.
- Footer - Enter the text you want to appear at the bottom of your PDF document.
- Select the PDF Layout - Choose a PDF layout.
- Customise Information on PDFs - Tick the boxes next to the information you want to populate and display on your PDFs.
- Terms & Conditions - Your Terms & Conditions can be automatically included on the PDF when you export or email the document directly from Zedonk.
- Sales Order Contact Information - This information will be displayed on the PDF for this specific document type, ensuring your clients have the right contact details.
Proforma
- PF Number Next - This is the number assigned to your next Proforma Invoice.
- PF - Export Declaration - Add up to 10 Export Declarations here. These can then be selected for individual customers (within their General Details) or directly on the Proforma itself.
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Set Proforma PDF Settings - Configure the PDF settings specifically for your Proforma Invoices.
- Footer - Enter the text you want to appear at the bottom of your Proforma PDF.
- Select the PDF Layout - Choose a PDF layout
- Customise Information on PDFs - Tick the boxes to select which information you'd like to appear on your Proforma PDFs.
- Proforma Contact Information - This contact information will be shown on the Proforma PDF.
- Copy Contact Information from Sales Order Confirmation - You can easily duplicate the contact information from your Sales Order Confirmation settings.
Pick Ticket / Delivery Note
- PT/DN Number Next - This is the number that'll be assigned to your next Pick Ticket or Delivery Note.
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Set Pick Tickets & Delivery Note PDF Settings - Configure the PDF settings specifically for both your Pick Tickets and Delivery Notes.
- Title - Enter the title you'd like to appear at the top of your PDF document.
- Footer - Enter the text you want to appear at the bottom of your Pick Ticket or Delivery Note PDF.
- Select the PDF Layout - Choose a PDF layout
- Customise Information on PDFs - Simply tick the boxes to select which information you want to populate and display on your PDFs.
- Pick Ticket/Delivery Note Contact Information - This contact information will be shown on the PDF for both your Pick Tickets and Delivery Notes.
- Copy Contact Information from Sales Order Confirmation - You can easily copy over the contact details you've already set for your Sales Order Confirmations.
Invoice
- IN Number Next - This is the number assigned to your next Invoice.
- Invoice Export Declarations - You can add up to 10 Export Declarations here. These can then be selected for individual customers (within their General Details) or directly on the Invoice itself.
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Set Domestic Invoice, Export & Duty Invoice PDF Settings - Configure the PDF settings specifically for your Domestic, Export, and Duty Invoices.
- Title - Enter the title you'd like to appear at the top of your Invoice PDF.
- Footer - Enter the text you want to appear at the bottom of your Invoice PDF.
- Select the PDF Layout - Choose a PDF layout
- Customise Information on PDFs - Simply tick the boxes to select which information you want to populate and display on your PDFs.
- Signature - A digital signature can be automatically added to the PDF of this document when you export or email it directly from Zedonk.
- Invoice Contact Information - This contact information will be shown on the Invoice PDF.
- Copy Contact Information from Sales Order Confirmation - You can easily copy over the contact details you've already set for your Sales Order Confirmations.
Returns Authorisation
- RA Number Next - This is the number assigned to your next Return Authorisation.
- "Ship To" Addresses - These are the addresses for returns that'll be displayed on the Return Authorisation for your customers. You can add up to 5 different "Ship To" addresses, which will then appear as a dropdown list for easy selection when creating an RA.
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Set Returns Authorisation PDF Settings - Configure the PDF settings specifically for your Return Authorisations.
- Title - Enter the title you'd like to appear at the top of your RA PDF.
- Footer - Enter the text you want to appear at the bottom of your RA PDF.
- Select the PDF Layout - Choose a PDF layout
- Customise Information on PDFs - Simply tick the boxes to select which information you want to populate and display on your RA PDFs.
- Return Authorisation Contact Information - This contact information will be shown on the RA PDF.
- Copy Contact Information from Sales Order Confirmation - You can easily copy over the contact details you've already set for your Sales Order Confirmations.
Credit Note
- CN Number Next - This is the number that'll be assigned to your next Credit Note.
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Set Credit Note PDF Settings - Configure the PDF settings specifically for your Credit Notes.
- Title - Enter the title you'd like to appear at the top of your Credit Note PDF.
- Footer - Enter the text you want to appear at the bottom of your Credit Note PDF.
- Select the PDF Layout - Choose a PDF layout
- Customise Information on PDFs - Simply tick the boxes to select which information you want to populate and display on your Credit Note PDFs.
- Credit Note Contact Information - This contact information will be shown on the Credit Note PDF.
- Copy Contact Information from Sales Order Confirmation - You can easily copy over the contact details you've already set for your Sales Order Confirmations.
Materials Purchase Orders
- PO Number Next - This is the number that'll be assigned to your next Purchase Order.
- PO 'Ship To' Address - This is the address for delivery that'll be shown on your Material Purchase Orders. You can add up to 5 different 'Ship To' addresses, which will then appear as a dropdown list for easy selection when creating a PO.
- Terms & Conditions - Your Terms & Conditions can be automatically included on the PDF when you export or email the document directly from Zedonk.
- Purchase Order Contact Details - This section allows you to set the contact information that'll be shown on your Purchase Order PDFs.
Products Production Order
- Docket Number Next - This is the number that'll be assigned to your next Production Order (Docket).
- Docket 'Ship To' Address - This is the address for delivery that'll be shown on your Production Order. You can add up to 5 different 'Ship To' addresses, which will then appear as a dropdown list for easy selection when creating a Production Order.
- Terms & Conditions - Your Terms & Conditions can be automatically included on the PDF when you export or email the document directly from Zedonk.
- Production Order (Docket) PDF Contact Details - This section allows you to set the contact information that'll be shown on your Production Order PDFs.