PROPOSAL FOR RETURN AUTHORIZATION, PURCHASE ORDER, CASH REFUND, PACKING SLIP PDFs

Proposal summary 

 
This proposal summarizes the functionality for converting basic PDFs to advanced PDFs (Return Authorization,Purchase Order,Cash Refund and Packing Slip).   

Requirement 

Pure Care Inc Canada wants to change the PDF’s and the following to be changed across all, 

1. New company logo. 

2. Font size to be the same across all documents. 

3. Shading or faint grid lines in the tables. 

4. For all the sales facing forms, customer service number/contact/email/website should be on there so clients know who to call if a question. 

Other more specific changes; 

Return Authorization 
 

• Remove “Discount Items” from the PDF. 
• Title as Return Authorization. 
• Add sales order and invoice number. 
• Add Item SKU at the beginning of the table. 

Packing Slip 
 

• Remove “Discount Items” from the PDF. 
• Move the quantity between the item and Units. 

• Remove the unwanted section. 

Cash Refund 
 

• Remove “Discount Items” from the PDF. 
• Remove cheque# and project. 
• Add item SKU at beginning of the table. 
• Change the heading Rate to Price. 
• Remove the Options Column. 

Purchase Order 
 

• Remove “Discount Items” from the PDF. 
• Change the heading item to “Vendor Order Code”. 
• Remove options column. 
• Change the heading Rate to Price. 
• Here “G” is the code for the status “Fully Billed”. 

Our Solution 

1. We will add new company logo to all the pdf, make font size same for all the pdfs, shading will be added in the tables. 

2. We will convert the Return Authorization, Packing Slip, Cash Refund and Purchase Order PDFs from basic to advanced PDFs. 

3. We will make the table as grey outlined and heading boxes with the green colour 

       
We will follow the below designs, 
 

1. Return Authorization 

MAPPING 
Body level fields 

Date	Date from this record
Rtn.Auth.#	Rtn.Auth.# from this record
PO#	PO# from this record
Sales Order#	Return authorization is created for which sales order
Invoice#	Return authorization is created for which invoice
Bill To	Bill To address from this record

 
Line Level fields 

Item SKU	Item Code field from Items subtab
Item	Item field from the Items subtab
Quantity	Quantity field from the Items subtab
Units	Units field from the Items subtab
Inventory Detail	Serial number from the inventory detail column in the Items subtab
Descriptions	Description from the items subtab
Options	Options from the items subtab
Unit Price	Rate field from the Items subtab
Amount	Amount field from the Items subtab

2. Packing Slip 

MAPPING 
Body level fields 

Order Date	Date field from this Record
Order #	Sales order document number
Acct.No	Customer number from this record
Ship Date	Ship Date from this record
Ship Via	Shipping Method from the shipping subtab
PO#	CUSTOMER PO# from the sales order record
Sales Rep	Sales Rep from the sales order record
Ship To	Ship To address from this record

 
Line Level fields 

SKU#	Item Name from the IF record
Item	Item Name from the sales order record
Shipped	Quantity shipped from the item subtab
Units	Units from item subtab

3. Cash Refund 

MAPPING 
Body level fields 

Date	Date field from this Record
Refund#	Refund# from this record
Payment Method	Payment method from this record
Credit Card#	Credit Card# from this record
Bill To	Bill To address from this Record

 
Line Level fields 

SKU	Product SKU from Item subtab
Item	Item from Item subtab
Quantity	Quantity from Item subtab
Units	Units from Item subtab
Inventory Detail	Serial number from the inventory detail column in the Item subtab
Description	Description field from Apply subtab
Price	Rate from the Item subtab
Amount	Amount from the Item subtab

4. Purchase Order 

MAPPING 
Body level fields 

Date	Date field from this Record
PO #	PO # field from this Record
Receive By	Receive By field from this Record
Vendor #	Vendor# field from this Record
Vendor	Vendor address from the vendor record
Ship To	Ship To address from this Record

 
Line Level fields 

Vendor Order Code	Vendor Name from the Items subtab
Quantity	Quantity from the Items subtab
Units	Units from the Items subtab
Description	Description from the Items subtab
Pure Care SKU	Item code from the item record
Price	Rate field from Item subtab
Amount	Amount field from Item subtab

Questions 

1. Which email address should we include in each PDF:accounts@purecareinc.com or mail@purcareinc.com ? 

2. Would you like to add items in the “Purchase Order” PDF? 
    

Assumption 

• For the standard Purchase Order PDF, the text displayed under the title is the record status code. For the advanced PDF, we use the status name. 
• The values in the ‘Pure Care SKU’ column are sourced from the item code.