Admin Home > Global Config > Resource Editor
The Resource Editor in Compleat lets you customise your company's purchase order PDF. This includes written elements like the PO footer text and Terms and Conditions, as well as the colour scheme and logo.
Here's a quick overview of the purchase order PDF customisation tools available to you in the Resource Editor.
Selecting your PO layout
To find your PO PDF customisation page, follow these steps.
- In Admin Home, go to Global Config, and click Resource Editor.
- In the Section drop-down in the top-left, click Purchase Order PDF.
- Under Company/layout filter, click the drop-down and choose the company, and then layout you'd like to customise.
If you only have one PO layout in the company, there's no need to select a layout.
- A grid appears showing the elements that you can customise.
Head to the next section to explore the customisation options available.
This is often information like your company's name, address, and contact details. Just click the footer text line in the grid to enter or edit the footer text.
You can customise the colours that appears in the field headers of your PO PDF so that they're in keeping with your company's own branding.
To add your company's brand colours, click each colour field in the grid, and enter the RGB code. The RGB code should consist of nine numbers separated by commas, Eg. 216,212,191.
Make sure you do this for all of the colour fields in the grid. Click the page numbers in the bottom-left to find more colour field options.
It's a good idea to add your company's logo to your PO PDF. Your orders will stand out to your suppliers, and will be in keeping with your company's unique branding.
To add your logo to your PO PDF, go onto the servers, and rename the old logo file so that it's clear it's not in use anymore, Eg. "Logo old". Make a note of the original logo file name.
Then, upload your company's logo to the server, and rename it with the original logo file name.
Your PO PDF updates automatically to display your new company's logo.
If you're on Compleat's hosted servers, you can to contact our implementation team to ask them to upload your logo for you. Contact us on firstname.lastname@example.org.
To have your company's logo appear on your Compleat homepage, go to Config > System Settings, and upload your company's logo. Then, tick the Show company logo on homepage checkbox.