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Set the document template that ezyVet automatically uses for purchase orders

When staff make a PDF document from a purchase order, ezyVet automatically uses a document template for the document. The document template has the document content and formatting. A practice manager can select the document template that ezyVet automatically uses for PDF documents of purchase orders.

To select the document template, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Template Settings.
    The Template Settings setting
  4. Select Financial Settings.
    The Financial Settings tab
  5. In the Default Templates section, use the Purchase Order box to select the applicable template.
    The Purchase Order box
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet automatically uses the document template for purchase orders.