Purchase order

VélomaniaVélomania Posts: 13Member

Hi,


Is there anyway to include the catergory/sub category in a purchase order if not this could be really usueful.


Thx


Daniel



Vélomania

17 comments

  • VélomaniaVélomania Posts: 13Member

    Hi,

    Lightspeed as alot of nice features but does miss some basics one that would make my job a little easier


    Thx

  • roberto_panseraroberto_pansera moderator Posts: 28Moderator, Lightspeed Staff moderator

    Hi,

    It is possible to customize the Purchase Order template to show UPC/EAN, custom SKU, and Manufacturer SKU (Customizing print templates), however, is necessary to change the code of the template. To add the categories and subcategories is a little bit complicated. We have available on the PO the item category ID, but not the description.

    Regards

    Roberto

  • Adrian SamuelAdrian Samuel moderator Posts: 545Moderator, Lightspeed Staff moderator
    edited August 16

    Hey @Vélomania,

    Ensure you have the print template code in Settings - Advanced Settings - Advanced Setup

    Insert the following code found in this gist

    https://gist.github.com/Adrian-Samuel/1cbb3398a230abb22b62a72d8192cce7

    within a <script> </script> tag after line 1621 of the following template:

    You should find it inserts the full Category path on each line for you.

    Adrian Samuel

    API Integrations Consultant - Strategic Solutions

    Lightspeed HQ

  • VélomaniaVélomania Posts: 13Member

    Hi,



    My english is not perfect, i do not have a P.O template in my setting or i dont look at the right place

  • roberto_panseraroberto_pansera moderator Posts: 28Moderator, Lightspeed Staff moderator
    edited August 19

    Hey, @Vélomania

    Go to "Paramètres" and "modèles d'impression"


  • gregaricangregarican  Posts: 311Member 
    edited August 19

    I see now where it is. We don't have a custom template for this yet and needed to add it from the top of the window.


    I was partially confused on my end, since our need awhile back (in addition to customizing the PO form) involved customizing the Return to Vendor form. We definitely need to specify an item's identifier. Such as the SKU, vendor style number, UPC/EAN, etc. Just a brief product description that comes with the canned form isn't sufficient paperwork for the vendor to accept returns.

  • VélomaniaVélomania Posts: 13Member

    I know where to go but since P.O template is empty what to i do



    Thx

  • roberto_panseraroberto_pansera moderator Posts: 28Moderator, Lightspeed Staff moderator

    Hey @gregarican ,

    Is true, the options are not on the template, but as I said, you need to edit the code to show these columns on the template. These are all the information available from the item to be added on the template:

    You just need to add the columns you need editing the template.

    Columns headers:

    <h3>Details</h3>
    <table class="document">
    <thead>
    <tr>
    <th>Vendor ID</th>
    <th>UPC Code</th> <!-- i.e.: UPC column here -->
    <th>Description</th>
    <th>Qty</th>
    <th>Unit Cost</th>
    {% if Order.discount > 0 %}
    <th>Amount w/Discount</th>
    

    The columns with the info itself:

    {% if OrderLine.Item.ItemVendorNums.ItemVendorNum.value|strlen > 0 %}
    {{OrderLine.Item.ItemVendorNums.ItemVendorNum.value}}
    {% else %}
    <em>None</em>
    {% endif %} 
    </td>
    <td>{{OrderLine.Item.upc}}</td> <!-- i.e.: UPC here  -->
    <td>{{OrderLine.Item.description}}</td>
    <td>{{OrderLine.quantity}}</td>
    <td class="money">{{OrderLine.originalPrice|money}}</td>
    <td class="money">{{OrderLine.total|money}}</td>
    </tr>
    


    Regards,

    Roberto

  • roberto_panseraroberto_pansera moderator Posts: 28Moderator, Lightspeed Staff moderator

    Hey @Vélomania


    Click on the link provided by @Adrian Samuel, copy and paste the code in the space for the label template on your account:

    https://raw.githubusercontent.com/merchantos/PrintTemplates/master/purchase_order/purchase_order.tpl


    Regards

    Roberto

  • gregaricangregarican  Posts: 311Member 

    @roberto_pansera so you mean I can use this functionality for the Return to Vendor form? I realize the PO form can be modified now that I saw the + link at the top of this settings page. :)

  • VélomaniaVélomania Posts: 13Member

    Hi,


    Thx for all i think that i asked the wrong question (bad english) i was talking about the import file is it possoble to had category/subcategory on it.


    Daniel

  • roberto_panseraroberto_pansera moderator Posts: 28Moderator, Lightspeed Staff moderator

    Hey @gregarican


    It is possible to use this for vendor return, however, we don't have any template available :(

    You will need to create your own and add a custom template calling it "VendorReturnPackingSlip"

    https://developers.lightspeedhq.com/retail/endpoints/DisplayTemplate-VendorReturn/

  • roberto_panseraroberto_pansera moderator Posts: 28Moderator, Lightspeed Staff moderator

    Hey @Vélomania ,

    Unfortunately, it is not possible to add categories on the PO import file, just on the inventory item import.

    Regards

    Roberto

  • VélomaniaVélomania Posts: 13Member

    Hi,


    What is the best way to proceed, i am in charge of receiving all the products for our store. The buyers are giving me their order and i want to prepare everything in advance so this is why being able to include category/sub category in the import ile would be great



    Thx

  • roberto_panseraroberto_pansera moderator Posts: 28Moderator, Lightspeed Staff moderator

    Hey @Vélomania ,

    If you are adding new items on Lightspeed and is imperative to have the categories or the items are already on the system and you would like to update/add the categories, you can use the import tool. The article is available both in English and French:

    Regards

    Roberto

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