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How to edit Purchase Order fields

Goal:

  • Editing PO field 
  • How do I edit the fields within a Purchase Order  

The following article outlines how to edit the Custom Fields in a Purchase Order. In the Customize Purchase Order Form section, you are able to change the setting to customize the following fields: 

    • Custom fields
    • Disclaimer/Labels
    • Shipping Terms
    • Payment Terms
    • Shipping Methods
    • PO PDF Labels 
    • PO PDF Custom Fields

Steps:

  1. Select SETTINGS and Customize Purchase Order Form under Customizations

  2. Locate the fields you need to edit. You can select the tabs located at the top of the screen to access additional Purchase Order fields. 

  3. Select the pencil icon next to the field Pencil_1.png

  4. Make your edits. Changes will automatically save. 

 

Additional Information: 

  • Users need Access to Settings and Customization to complete the following steps