In the “miscellaneous purchase order information” the order document is displayed in an editable print pre-view. According to the settings in the printing template, contact information of the supplier, internal information, e.g. employee, general data relevant for the order (purchase order number, etc.) are listed here.

The acquisition of the purchase order positions takes place also here.

Miscellaneous purchase order information / print preview

 

The following functions are available:

	Insert position – Through clicking this button, the type ahead search starts in the item catalogue. Via the small triangle of the button (or the respective keyboard shortcut), more options can be selected. Positions are always inserted below the marked positions, respectively, at last, if no position has been selected. Direct invoice piece Ctrl + 1 A direct invoice-piece-position is an individual position, which is not deposited in the  ingenious product catalogue. Texts and prices are inserted directly in the order position. The price calculation proceeds by piece. Direct invoice length Ctrl + 2 A direct invoice-length-position is an individual position, which is not deposited in the  ingenious product catalogue. Texts and prices are inserted directly in the order position. The price calculation proceeds by the meter. Direct invoice area   Ctrl + 3 A direct invoice-area-position is an individual position, which is not deposited in the  ingenious product catalogue. Texts and prices are inserted directly in the order position. The price calculation proceeds by square meters. Article Ctrl + A To insert an article from the recorded product catalogue. A type ahead search field is opened, through which the matchcode or the item number of the article is inserted. Through entering a * the product catalogue is opened and the desired article can be selected from the list. Only articles with the property “order article” and only those for that the supplier is listed at the articles are available. Multi position Ctrl + M To insert several positions of one recorded article in different varieties/different measurements from the product catalog. A type-ahead-search-field is opened, through which the matchcode or the item number of the article is inserted. Through entering a * the product catalog is opened and the desired article can be selected from the list. After configuration of the article, measurements and varieties of the positions are recorded in a separate table. Only articles with the property “order article” and only those for that the supplier is listed at the articles are available. Text Ctrl + T Applying a text position Headline Ctrl + H Applying a headline
	(Ctrl + D) Deletes the marked position(s)
	(F7) Opens the product configurator for the modification of the selected parameters for BOM positions.
	(F8) Recalculates the marked item(s) if they have been changed manually, for example in the text and / or price, or if changes have been made to an article in the meantime, e.g. text or price changes for a simple article or modified variants of a parts list.
	(F6) Copies the marked position and inserts it below into the purchase order. In case of a BOM position, the product configurator for the modification of parameters opens simultaneously.
	For reordering the positions. Via an opening window, the positions can be rearranged via drag&drop.
	Links a project item to an incoming document. In the event of a warranty claim, for example, the correct incoming invoice from the supplier can be quickly determined.
	For updating the document. If general texts and formats have been changed in the template by accident, the template can be reloaded (while modifications in the positions are saved).
	Saves the actual document as PDF and stores it as a file attachment.
	A) Prints the purchase order document on a printer that can be selected in the subsequent dialog. The document can also be printed and saved at the same time using the small triangle below the button, and your own print reports (e.g. measurement sheets) can be created and started. (Variant A or B is configured in the program settings / projects)
	B) Prints the purchase order document on a printer that can be selected in the subsequent dialog and at the same time saves it as a PDF file attachment. The document can also only be printed using the small triangle below the button and your own print reports (e.g. measurement sheets) can be created and started. (Variant A or B is configured in the program settings / projects)
	A) Sends the purchase order document to the customer. Sending takes place via MAPI (Microsoft Outlook) or SMTP according to the configuration in the program settings. The recipient email address is taken from the project address. The document can also be sent and saved at the same time using the small triangle below the button. (Variant A or B is configured in the program settings / projects)
	B) Sends the project document to the customer and at the same time saves it as a PDF file attachment. Sending takes place via MAPI (Microsoft Outlook) or SMTP according to the configuration in the program settings. The recipient email address is taken from the project address. The document can also only be sent using the small triangle below the button. (Variant A or B is configured in the program settings / projects)
(*)	Diverse functions for formatting a document (see “Text templates”).

 

On the right side in the so-called sidebar, all general information is combined in a list. The content of the list changes according to the cursor position in the document.

If no purchase order position is selected, the data for the whole order is displayed: These are:

In the block “miscellaneous”:

Name	Protected input field	Name of the project document, according to the configuration in the program settings.
Number	Protected input field	Number of document, depending on the counting definitions predefined in the program settings.
Commission	Simple input field	Individual commission designation, resp. number, if the commission number count is activated (program settings)
Purchase order from	Date field	Input field resp. calendar tool to set the documentation date, automatically, the date when the purchase order was created is inserted.
Desired delivery date	Date field	Input field resp. calendar tool to set a desired delivery date. The desired delivery date can be printed onto the order via a placeholder. It is further used to determine the due date of a delivery, for the color highlighting in the purchase order list.
Confirmed delivery date	Date field	Input field resp. calendar tool to set a confirmed delivery date. (= internal date 2)
Contact	Protected input field	Matchcode of the contact assigned to the order. Through a double-click on the field name and inserting the matchcode another contact can be inserted. Via the small button next to the matchcode, it is possible to switch to the contact detail view.
Project template	Protected selection list	Name of the printing template, which is regularly assigned to the project type in the program settings. Through a double-click on the field name, another printing template can be selected.
Contact person	Selection list	In this field, the name of the contact person /employee signed in  is inserted automatically. Another contact person can be selected via the selection list.
Method of payment	Selection list	Selection of the payment method, e.g. for printing on the purchase order: the options in the selection list can be adapted in the program settings.
Terms of delivery	Selection list	Selection of the terms of delivery e.g. for printing on the purchase order: the options in the selection list can be adapted in the program settings.
Delivery state	Selection list	Selection  of the delivery state for labeling in the list view; the singular states are predefined.
Project text	Simple input field	The project text depends on the project type, is defined according to the contact and transferred to the order document respectively.
Notes	Simple input field	Internal comments in relation to the order can be recorded in “notes”.

In block addresses

Address	Protected input field/ selection list	Through the assignment of a supplier to a project his contact, his contact addresses are implemented in the document. Via the selection list singular standard addresses can be chosen interchangeably: client address, billing address, delivery address, additional address1, additional address2. Standard addresses can be overwritten with other addresses deposited by the contact through a double click on the field name and the address saved in the connection to the contact is selected.
Name (or singular fields)	Simple input field	Name of assigned contact (resp. singular fields for first name, surname, company, company2)
Street	Simple input field	Street of assigned contact
Zip	Simple input field	Postcode of assigned contact
City	Simple input field	Location of assigned contact
Country	Simple input field	Country of assigned contact
Contact person	Simple input field	Contact person of assigned contact
Telephone	Simple input field	Telephone number of assigned contact
E-mail	Simple input field	E-mail address of assigned contact

In block amounts

Purchase price	Protected field	Sum of the deposited purchase prices of all positions
Selling price	Protected input field	Sum of the deposited net selling prices of all positions

In block status

Stock booked	Checkbox	If this checkbox is activated, all items for which the automatic stock management has been activated, are booked into the stock in the ordered/delivered quantities. The stock is raised accordingly. At the same time the delivery status of the order is changed to “finalized”.
Finalized	Checkbox	If no modifications shall be added to an order anymore, it is finalized. The input fields are protected then.
Archived	Checkbox	If an order is finalized, it can be marked as “archived”, e.g. in order to be able to exclude it from lists via the respective filters.
booked	Checkbox	If this checkbox is activated, all items for which the automatic stock management has been activated, are booked into the stock in the ordered/delivered quantities. The stock is raised accordingly. At the same time the delivery status of the order is changed to “finalized”.
Finalized	Checkbox	If no modifications shall be added to an order anymore, it is finalized. The input fields are protected then.
Archived	Checkbox	If an order is finalized, it can be marked as “archived”, e.g. in order to be able to exclude it from lists via the respective filters.

In block positions

If the cursor points at an order position in the document, additional information that is relevant for the position will be displayed. The extent of the display depends on the position type, (e.g. no prices are shown for headlines). The following fields can be displayed:

Position type	Protected field	The position type depends on the position inserted.
Auto. number	Checkbox	If this checkbox is active, all positions are numbered automatically.
Position number	Simple input field	If no automatic numbering is activated, an individual position number can be assigned.
Matchcode	Protected field	Matchcode of the article inserted form the article catalog.
Purchase order number	Protected field	Purchase order number the article inserted form the article catalog.
Quantity	Simple input field	Quantity of the article
Measurements + and Single fields		Measurements of the article in case of length and surface articles). When clicking the small triangle next to the field name, all editable single fields are displayed.
Flat price	Simple input field	The flat price of the article (e.g. 1,00 € per meter). If the flat price is changed, the other prices are recalculated according to the position.
Piece price	Simple input field	Piece price of the article (e.g. 2,00 € for 1 piece à 2 meters). If the piece price is changed the other prices are recalculated according to the position.
Net price	Simple input field	The total net price of the position (e.g. 6,00 € for 3 pieces à 2 meters). If the net price is changed, all other prices will be recalculated according to their position.

 

The order of the blocks can be adjusted via the sidebar settings in the program settings / selection lists.