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How do I include Vendor information such as a identification number in a Purchase Order PDF?
How do I include Vendor information such as a identification number in a Purchase Order PDF?
Updated over 9 months ago

Goal:

  • To include ABN or other Vendor information when emailing a Purchase Order (PO) to a Vendor, create a Custom Field for POs. Follow the steps below to create a Custom Field. Once complete, go to the existing PO or create a new PO and add the Vendor information.

Answer:

  1. Click the Settings tab

  2. Select Customize Purchase Order Form

  3. Select the + New Custom Field button located at the top right-hand side of the screen

  4. In the Label Caption field, type the name of the custom field and select Add

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You've created a Custom Field for Purchase Orders!

Additional Information:

  • To delete the Custom Field, hold down the X button until the field has been successfully deleted.

  • You can create four Purchase Order Custom Fields.

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