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How to configure Purchase Order fields
Updated over 9 months ago

Goal:

  • Editing PO field

  • How do I edit the fields within a Purchase Order

  • customize purchase order form, configure PO

On Purchase Orders, the following are configurable:

  • Custom fields

  • Disclaimer/Labels

  • Shipping Terms

  • Payment Terms

  • Shipping Methods

  • PO PDF Labels

  • PO PDF Custom Fields


You must be a Superuser or have custom access to the Customization section on the Settings page to complete the following steps.

Steps:

  1. Navigate to Settings → Customize Purchase Order Form

  2. Locate the fields you need to edit. Use tabs at the top to configure different elements of POs.

  3. Click the pencil icon

    Pencil_1.png

    next to the applicable field to edit details. Changes will automatically save.

Additional Information:

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