FAQs in this section
How to generate Purchase order from sales order?
What is a Purchase Order?
How does Purchase Order affect the inventory?
How to generate a Purchase Order?
How to generate Purchase order for Vendor?
How can I print a Purchase Order ?
Can I cancel a Purchase Order and what happen if I cancel ?
Where should I create vendor records to be selected in Purchase order ?
What is a Purchase Order (PO)?
When should I use purchase order?
How can I create a purchase order?
What will happen to the product quantity in stock when I create a purchase order?
How can I create a purchase order from a quote?
How can I add a new section in a purchase order?
How can I add a product or a service to a purchase order?
How can I share a purchase order?
How can I add a document to a purchase order?
How can I print or export a purchase order?
Is Purchase Order available for Sales starter edition?

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 Menu icon.
  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 Menu icon.
  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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube