FAQs in this section
What is a Purchase Order (PO)?
When should I use Purchase order?
How do I create a Purchase Order?
What will happen to the product quantity in stock when I create a Purchase Order?
How do I create a Purchase Order from a Quote?
How do I add a new section in a Purchase Order?
How do I add a product or a service to a Purchase Order?
How do I share a Purchase Order?
How do I add a document to a Purchase Order?
How do I print or export a Purchase Order?
Is Purchase Order available for Sales starter edition?
Can I change the template of a Purchase Order?
Table of Contents
Yes, you can customize the template for a specific Purchase Order (PO) from the following:
- The Settings widget
- The Print Purchase Order screen
- From the Settings widget in the Summary view. Follow these steps to change the template:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Purchase Orders module.
- Open any PO record.
- In the Summary View, Click the Settings widget.
- Click the Template Applied dropdown.
- Choose the template.
- From the Print Purchase Order screen. Follow these steps to change the template of a PO:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Purchase Orders module.
- Open any PO record.
- Click the More button.
- Click the Print icon.
- Select any template from the list of all available templates.
- You can perform any of the below options to view the applied template on the PO document:
- Edit & Export- You can edit the document and export the PO to your local system.
- Email with PDF- You can email the PO record as a PDF to the vendor.
- Print- You can print the PO document and keep a hard copy.
- Save as PDF- You can save the PO document as a PDF on your local system.
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