Purchase Templates

• Purchase templates refer to pre-formatted documents that help manage various financial aspects related to purchases and payments.

How to view Payment terms

Viewing Payment terms

Select Purchases / Templates from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Purchase templates in the Quick Launch Side Menu.

This will then show the Purchase Templates on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

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Updated July 2024