How to configure Purchase Order fields
Updated over a week ago


  • 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.


  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


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

Additional Information:

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