---
title: Vendor Order Settings
description: Vendor Order Settings
---

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1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Vendor Orders](https://learn.getservicebox.com/vendor-orders?hsLang=en)
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# Vendor Order Settings

## This article walks you through how to set up and customize your Vendor Order settings in ServiceBox, including Vendor Order statuses, email defaults, and print templates, so your purchasing process runs smoothly from start to finish.

### **1. Vendor Order Status**

To access Vendor Order settings:  
**Click your username in the top right corner \> Settings \> Vendor**

Here, you can **add, edit, or delete** Vendor Order statuses. Defining clear statuses helps you keep Vendor Orders organized and reduces duplication or redundancy errors.

By default:

- **Draft** means the Vendor Order can still be edited.
- **Sent** indicates the order is finalized and has been emailed to the vendor.
- **Received** means the items have been received.
- **Closed** means the order is complete.

You may customize or add your own statuses as needed.

📌 **Important settings per status:**

- **Is Received:**  
  At least one status must be marked as “Is Received.” This allows ServiceBox to sync the Vendor Order as a Bill/Receipt into your accounting software when applicable.
- **Do Not Recalculate Order Total:**  
  Set to “Yes” to prevent any further edits to the Ordered Items once the order has been sent.
- **Do Not Recalculate Receipt Total:**  
  Set to “Yes” to lock down edits to Received Items once they’ve been entered.

[![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-Jun-30-2026-08-41-00-5823-PM.png?width=1345&height=652&name=image-png-Jun-30-2026-08-41-00-5823-PM.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19104566755/original/xh4wa0GeSOSLQA0besv7Tiz3747T-l50WA.png?1673313210)

### **2. Vendor Order Print Setup**

Under **Vendor Order Print**, you’ll find the default print template: **Vendor Order Generic**.

If you need a customized Vendor Order template or multiple print versions for different vendors, we can create these for you.

👉 Please email **support@jobboxsoft.com** to request a print template update.

**[![Screenshot 2025-06-18 152725](https://learn.getservicebox.com/hs-fs/hubfs/Screenshot%202025-06-18%20152725.png?width=670&height=195&name=Screenshot%202025-06-18%20152725.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19104562852/original/awAQctIslBAAdmCFO48cr2ZbRCH9ywBmxg.png?1673303913)**

### **3. Vendor Order Email Settings**

This section allows you to define **default values** for outgoing Vendor Order emails. These fields will auto-fill when creating a new Vendor Order email, saving time and ensuring consistency.

- **To / CC / BCC fields** can be prefilled from your settings.
- **Insert Tokens:** You can put insert tokens into the Subject line or Email Body that will pull live values from ServiceBox. For example, will insert the customer’s name. Other fields like , , and  are also available.

### **Alternative Email Templates**

You can set up multiple templates to accommodate different types of vendor communication. This is useful if you want to send different messaging for service vendors versus product suppliers.

 

 

[![Screenshot 2025-06-18 154044](https://learn.getservicebox.com/hs-fs/hubfs/Screenshot%202025-06-18%20154044.png?width=670&height=434&name=Screenshot%202025-06-18%20154044.png)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19104563219/original/vTcPH4ua1aWfv9UtWbF7xxFCm2qniniPKQ.png?1673304293)

 

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

 

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