Hi, I have created a Purchase Order in the web browser version and am trying to send it using a previously customised template that I created in the Desktop version. Even though it offers you the choice of Template when you email the order, it still defaults to a plain paper version. Why?
Tracey
Hi eftl,
Thanks for the post.
Sorry to hear about your difficulties with customized templates. I would suggest sending the purchase order using the desktop version instead of the browser to see if it sends properly from the desktop. Also, may I confirm if the issue is only for one of your customized forms or all?
We look forward to your response.
Cheers,
Genreve
Hello Genreve
I have spent some time this morning trying to isolate the problem. In the website version, I can email an invoice using a customised template, but the template defaults to the same template every time, and not the one specified in the Customer Card. Provided you check which template has been selected, it does work.
In Purchases, I amended two different customised templates in Purchase Orders and re-saved them under different names (to refresh them). From the website version, even though I select the template I want, the system emails the default plain paper MYOB template.
All templates work correctly in the desktop version. Please don't suggest that we just use the desktop version. The purpose of an online version is so that people can work away from the office, as they can in Xero. It renders the option impractical if one must go to and from the office to get simple functions to work!
Tracey
Hi eftl,
Thanks for the additional information you've provided.
Currently, the web application has no option to customize or use any custom forms for purchases. The web app does not support this at the moment. This is evident when going to Purchases settings there is no option to choose or customize any templates unlike with Sales settings in browser version.
I understand how important this feature is for sending purchase orders, to have a certain layout that defines your company. Rest assured the development teams main goal is make the web app as close to the desktop application as possible. We will raise this as a suggestion to be one of features they work on first.
In the meantime let us know if you need any other assistance.
Cheers,
Genreve
Genreve
You can select a customised template. I attach what I can see in the Web Browser. We have since indentified that if you zero the values it will actually email in the correct format. Can you please advise your technical team that it would be useful not having to zero the values.
Tracey
Hi eftl
Thank you for your patience and understanding on this matter. Can I please confirm if you have tried to check the default template. Generally, once you open your file to the web browser it has the set default template from the AccountRight desktop version. Can I confirm if you have tried changing the default template into the customized template before emailing the purchase order?
You may also refer into this Help Article, Set up your Sales templates, you might find it useful.
Are we able to solve your concern? If YES, please click on "Accept as Solution". If NO, please feel free to reply to this post and we are more than happy to assist.
Cheers,
Princess
Yes, I have selected the Customised Template when I go to print and it is nominated in the Supplier Card in the desktop version. However, in the Website version, in Sales Settings, all the Templates are listed. In Purchases Settings, there is only one Template showing in the list and not even the MYOB basic plain paper ones. However, that doesn't explain why it works when you zero the values in the Purchase Order.
Tracey
Hi eftl
Thank you for getting back to us. Your patience and understanding are greatly appreciated.
I can't think of any reasons why it would show after you zeroed out the values on the Purchase order. However, I've tried replicating it on my end, and I've found out that when you select the template from the desktop version as the default template when emailing purchase orders, this will get synced to the file once you open it up in the web browser. Make sure to check the default template set up in web browser.
In any case, if it is still not showing with the correct template after sending, I would recommend clearing the cache before you open the order and send an email.
Please let me know if you require further assistance. I'm happy to help.
Cheers,
Princess
