General
Activity
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- QuickLook Panel – Shortcuts
- Create a New Quote
- Quote Details, Tags, GST & Currency
- Add items to a quote
- Products Catalogue
- Create/Add Products, Freight and Services to Your Catalogue
- Product Info
- $ Add Pricing to Quotes
- Adding Freight/Delivery to Your Quote
- Product Icon Definitions
- Services with different margins (eg Setup, Freight)
- Including a Quote Total
- Compose – AI Generated Quote Intro
- Sending Quotes
- Compose – AI Generated Email Intro
- Quote Attachments
- Quote PDF Layout
- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- "Send invoice to…" default setting
- Create Revisions of the same quote
- Duplicate Quotes, Products and Prices – Copy Quotes
- Check all prices are current – Price Check/Updater
- Using Total Sell – things to keep in mind
- Action-Notes
- Days Valid
- Quote Statuses
- Is the Sales Invoice in Xero?
- Is the Sales Invoice in MYOB
- Cancel a Sale
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- Summary Boards with Custom Views (Reports)
- Shared Views
- Project delivery addresses
- QuickLook Panel – Shortcuts
- Creating a Job
- Job Details & Progress
- Job Details – Overview
- Blue Block Settings (Rules, Updates, Visibility)
- Setting Default Timeline Rules for this Job
- Timeline Status
- Editing the Timeline
- Current Location
- Product Information
- Artwork Status
- Splitting Timelines – Moving Products
- Add Tracking Number
- Freight Cards
- Timeline Notes
- Freight Tracking
- Purchase Orders
- Cancelling Jobs
- Project Artifacts (Emails, Entities & Notes)
- Action-Notes
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- Summary Boards with Custom Views (Reports)
- Shared Views
- QuickLook Panel – Shortcuts
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- PO Details, Instructions & Addresses
- Delivery Labels
- Attach Files to PO's
- Sending Purchase Orders to Vendors
- Sending the PO to Xero
- Sending the PO to MYOB
- Is the Purchase Order in Xero?
- Is the Purchase Order in MYOB?
- Action-Notes
- Disabling "Send PO to…" functionality
- Delivery label addresses
- Addresses on PO's
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Database
Your Company
Accounting
- Software Integration – Xero
- Xero – Locations and Contacts
- Creating an Invoice and Purchase Order in Xero
- Information in the Xero Invoice
- Changes to the Sale – Xero Invoices and Purchase Orders
- Is the Sales Invoice in Xero?
- Automatic Invoice Status and Payment Updates from Xero
- Sending the PO to Xero
- Is the Purchase Order in Xero?
- "Send invoice to…" default setting
- Disabling "Send PO to…" functionality
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- Changes to the Sale – MYOB Invoices and Purchase Orders
- Is the Sales Invoice in MYOB
- Sending the PO to MYOB
- Is the Purchase Order in MYOB?
- "Send invoice to…" default setting
- Disabling "Send PO to…" functionality
Ai Tools
Addresses on PO’s
Vendor and Ship to fields in Purchase Orders link to Brandengine’s Address Book feature, simplifying location entry.
NB – Once an address is applied from the address book, it becomes free text and can be edited further as needed.
If you prefer not to use the address book, you can simply click to edit the fields manually.

Vendor Address
When you click on Address Book you can;
– Select an existing location for this Vendor or add a +New one
– Edit the core Vendor information

When editing the core vendor details, you can also use the address book to set the default Address on PO’s

A one-time address can be entered directly into the Vendor field with click to edit in the blue field.
Ship to Address
Clicking Address Book in the Ship to block will open Project Delivery Addresses.
You’ll also have access to all the company and vendor locations when you choose to show Address Book in the pop-up.

…or you can enter a one-time address via Click to edit in the blue field