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:
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Draft means the Vendor Order can still be edited.
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Sent indicates the order is finalized and has been emailed to the vendor.
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Received means the items have been received.
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Closed means the order is complete.
You may customize or add your own statuses as needed.
📌 Important settings per status:
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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.
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.
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.
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To / CC / BCC fields can be prefilled from your settings.
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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.
