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Merchants often need to repeat orders to suppliers, or produce very similar orders with slightly different products, quantities, or delivery details. Users can use pre-sets to save purchase order detail for future purchases, including supplier details, accounting details, shipping/billing details, and order products and quantities. 


Prerequisites:


Table of Contents


Create a new preset from purchase order details

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Create a sale order from Purchase → New Simple/Advanced/Service purchase, or select an existing purchase order.


Fill in the document header and order details if it is a new order. Click Save as preset to save the order details for use for future purchases.


Use a preset

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Create a purchase order from Purchase → New Simple/Advanced/Service purchase, or select a purchase order in draft status. Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the purchase order fields with the saved information. 


NOTE: Presets containing stock items can be applied to service purchases, however product details will not be copied. Supplier, accounting, and shipping details will be filled in with preset values. 


Delete a preset

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Click Select a preset… and select a saved preset from the dropdown menu. This will pre-fill the purchase order fields with the saved information. Click Delete preset to remove this preset from DEAR.


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