Skip to main content

Add a Conditional Order Note for a Vendor

  • Updated

There might be times when you want to send a message on a purchase order to only one vendor, or a subset or vendors. You can use the PO Footer field to setup Liquid logic that allows you to send conditional order notes to a vendor on POs. Below are the scenarios for PO footnotes that you might want to setup.

 

    In this article


First, you’ll want to get obtain the vendor ID, or IDs, of the vendors you will be setting up messages for. To find this, you can locate the vendor in Duoplane and click on the URL when you are on the vendor’s page. The ID can be found at the end of the URL. In this example, the vendor ID is 81288.

Snip20201013_65.png

Next, you’ll navigate to the Purchase Order Footnote Template

The template is located in Main Menu > Settings > Templates near the top where it says General "Purchase order footnote"

 

mceclip0.png

 

The page will look similar to the below, with code inserted; otherwise by default it might appear blank.

Snip20201013_66.png


Enter a conditional footer for one vendor and leave all other order footnotes blank

{% if purchase_order.vendor_id == 1234 %}
<p><b>Message for vendor with vendor ID 1234 above</b>
{% endif %}


Enter a conditional footer for more than one vendor and leave all other order footnotes blank

{% if purchase_order.vendor_id == 1234 %}
<p><b>Message for vendor with vendor ID 1234 above</b>
{% elsif purchase_order.vendor_id == 5678 %}
<p><b>Message for second vendor with vendor ID 5678 above</b>
{% endif %}


Enter a conditional footer for one vendor and utilize a separate a footer for all other orders

{% if purchase_order.vendor_id == 1234 %}
<p><b>Message for vendor with vendor ID 1234 above</b>
{% else %}
<p><b>Message for all other vendors</b>
{% endif %}


Enter a conditional footer for more than one vendor and enter a separate footer for all other orders

{% if purchase_order.vendor_id == 1234 %}
<p><b>Message for vendor with vendor ID 1234 above</b>
{% elsif purchase_order.vendor_id == 5678 %}
<p><b>Message for second vendor with vendor ID 5678 above</b>
{% else %}
<p><b>Message for all other vendors</b>
{% endif %}

Related articles