Adding Your Company Logo to Purchase Orders

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

In PartsManager, formerly known as PartsLedger, you are able to add your company’s logo so that it can be seen on Purchase Orders that you may send to Suppliers or other customers you may be working with.

This article will walk users through adding and managing your Logo in PartsManager.

Setup

This section will have you change your systems settings. Making changes to these system settings can affect the way PartsManager works and integrates with ServiceTrade. Contact your Admin or reach out to Customer Support if you have any questions before editing these settings.

  1. On the Navigation Bar, click Settings.
  2. Then click System.
  3. Toggle the Use Location Entity on PDFs on.
    Screen-Shot-2022-10-06-at-8-58-30-AM.png
  4. Click Save.

Adding Your Company Logo

  1. On the Navigation Bar, click Financial.
  2. Then click Locations.
  3. On your company's Location, click the three-dot icon under the Actions column.
  4. Click the Pencil icon.
  5. On the pop-up window, there is the Entity Logo on the left side of the window.
  6. Click Choose File then select the logo that you would like to upload to your PartsManager account.
    Screen-Shot-2022-10-05-at-5-16-09-PM.png
  7. Click to drag the box to format the logo.
    • Note: This is what will show on your purchase orders or wherever the logo will be seen.
      Screen-Shot-2022-10-06-at-8-51-28-AM.png
  8. Click the Upload button.
  9. Click the Submit button to add the logo.

Was this article helpful?

/

Comments

0 comments

Please sign in to leave a comment.