Can I change the template of a Purchase Order?

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:

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Purchase Orders module.
4. Open any PO record.
5. In the Summary View, Click the Settings widget.
6. Click the Template Applied dropdown.
7. Choose the template.

The new template will be applied to the PO document in the Summary View.

• From the Print Purchase Order screen. Follow these steps to change the template of a PO:

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Purchase Orders module.
4. Open any PO record.
5. Click the More button.
6. Click the Print icon.
7. Select any template from the list of all available templates.
8. 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.

To learn more about Purchase Order, click here.