Purchase order (PO) to vendor email template

Default template

Default template: PO.html
Upload feature category: PO

Bookmark formatting

All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.

  • Bookmark Name: ProjectNumber
  • Bookmark in HTML Template: {ProjectNumber}

Bookmarks - General project information

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectSalesPersonTitle
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectBidContactTitle
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress
  • ProjectManagerTitle

Bookmarks - Prime contract number, type, subject, and scope

  • PrimeContractNumber
  • PrimeContractType
  • PrimeContractWorkSubject
  • PrimeContractWorkScope
  • PrimeContractInclusions
  • PrimeContractExclusions
  • PrimeContractClarifications

Bookmarks - Prime contract specific address

  • PrimeContractAddress1
  • PrimeContractAddress2
  • PrimeContractCity
  • PrimeContractState
  • PrimeContractZipCode
  • PrimeContractCountry
  • PrimeContractPhone
  • PrimeContractFax

Bookmarks - From company/contact (prime contractor, issued by, or authorized by)

  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

Bookmarks - To company/contact (supplier)

  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

Bookmarks - PO general information

  • PONumber
  • PODate
  • POType
  • POSubject
  • POTerms
  • POFOB
  • POStatus
  • POStatusDate
  • POPrintComments
  • POInternalComments
  • POSubtotal
  • POTaxTotal
  • POTotal

Bookmarks - PO Authorized By Information

  • POAuthorizedDate
  • AuthorizedByFirstName
  • AuthorizedByMiddleName
  • AuthorizedByLastName
  • AuthorizedBySuffix
  • AuthorizedByContact
  • AuthorizedByTitle
  • AuthorizedByMobilePhone
  • AuthorizedByEmail

Bookmarks - PO Sship to information

  • POShipVia
  • POShipAddress1
  • POShipAddress2
  • POShipCity
  • POShipState
  • POShipZipCode
  • POShipCountry

Table - PO line items

Table Start Tag: {ItemTable}

  • ItemNumber
  • ItemDescription
  • ItemQuantity
  • ItemUnit
  • ItemUnitPrice
  • ItemSubtotal
  • ItemTaxTotal
  • ItemTotal
  • ItemUPC
  • ItemManufacturer
  • ItemManufacturerCatalogNum
  • ItemEstDeliveryDate