Produce - Vendor send forms

Introduction

The Vendor Send Forms feature enhances the Send Assets to Vendors functionality by allowing company admins to create custom forms tailored to each vendor’s specific requirements. This enables users to include essential details such as print sizes, pricing, or publication dates when sending assets to different types of vendors like printers, newspapers or digital distributors. It ensures more structured communication and reduces the risk of missing critical information. Note that the email sharing functionality must be enabled for the company as outlined in the documentation.

How to use

To add a new custom property for a specific Vendor, follow these steps:

• Navigate to Settings -> Vendors and click on the Vendor you want to edit. This opens the Edit Vendor dialog, where the new button shows to “+ Add custom property” at the bottom. 

  

• Click on “+ Add custom properties” and a new dialog where you add information about the Name, Label (this is the name that will be seen in the form), Type (can be either “text”, “number” or "dropdown" field), Usage (can be “Optional”, “Mandatory” or “Fixed”), and selecting the default value if wanted. Once entered, you click the ‘Save’ button. 

  

• Back on the “Edit vendor” dialog, you find the new property at the bottom of the page. All new properties will be added below, and it’s possible to change the order by drag and drop. You also have the option to ‘Edit’ or ‘Delete’ the property by Actions buttons to the right. 

  

• After the properties have been added and saved to the vendor selected, they will automatically show in the Send to vendor dialog. 

  It is also possible to Duplicate an already existing vendor to quickly create a new vendor that might have a lot of similar custom properties - instead of creating it new from scratch. 

  

• The added information from this form will show in the email sent to the specific vendor, with one line per custom property showing the 'Name' of the property and by end user provided information connected to it.
• On the top of the form it is possible to select whether to send the document as a link or as an attachment to the email.
• When the user has added all needed information in the form and clicked on "Send" the receiver will shortly see the order email in their inbox.
• The email received will apart from the filled in information include an Order ID in the header by default and inside the email itself, for easier communication around the order between the sender and vendor.