Purchase order

Vélomania

Hi,

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

Thx

Daniel

Vélomania

gregarican

If this was a template that could be edited like a sale receipt then life would certainly be a little easier. We had to abandon using the Lightspeed Retail purchase order forms since they lacked the basics that would be required for vendors to actually fulfill orders. An example would be the canned PO form list the item description. Most vendors need their SKU, style number, UPC/EAN, etc. to identify what's being ordered.

Our solution was to export all daily activity to local SQL via the API. Then I build my own Crystal Reports to present the vendors with something along the lines of a standard PO form.

Vélomania

Hi,

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

Thx

roberto_pansera

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 Samuel

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:

https://github.com/merchantos/PrintTemplates/blob/master/purchase_order/purchase_order.tpl#L161

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

Vélomania

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

gregarican

I didn't see this either. Only print templates for TransferReceipt, ItemLabel, SaleReceipt, and WorkorderReceipt. Being able to easily customize the PurchaseOrder form would be huge. Would've helped me avoid the daily SQL imports of Lightspeed Retail data to push into custom Crystal Reports to provide industry-standard information to our vendors.

roberto_pansera

Hey, @Vélomania

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

gregarican

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.

Vélomania

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

Thx

roberto_pansera

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_pansera

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

gregarican

@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. :)

Vélomania

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_pansera

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_pansera

Hey @Vélomania ,

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

Regards

Roberto

Vélomania

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_pansera

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:

• Guide to importing items

Regards

Roberto

victoriaPI

What do I need to add to the code to have it put the Manufacture Sku on our POs

gregarican

@victoriaPI did you read the thread above in its entirety? You would need to edit the PO template and remove something to add the manufacturer SKU. From the thread above...

"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>

"

You could change the UPC Code column header to be Vendor SKU, and then change {{OrderLine.Item.upc}} to be {{OrderLine.Item.manufacturerSku}} and that would work. Or if you still need the UPC to appear, you could replace the Vendor ID header with Vendor SKU, and then replace the whole if-then for ItemVendorNum.value block with {{OrderLine.Item.manufacturer.Sku}} for that particular TD element.

victoriaPI

That worked thank you! @gregarican

mwhiddington

Is it possible to add Margin (as a percentage) on Purchase Orders Templates? This would be a huge help to us!