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  1. FAQ - Approve with Procurify
  • December 22, 2022 21:40
  • Updated

How to create Custom Fields for Purchase Orders

Goal:

  • How do I create Purchase Order fields 
  • Creating PO custom fields 
  • How can I create a Purchase Order Custom field?

The following article outlines how to input additional fields to your purchase orders to communicate further information for your vendors such as Terms and Conditions, Notes, and etc.


Steps:

  1. Click the Settings tab on the left-hand navigation bar 
  2. Select Customize Purchase Order Form
  3. Select the relevant tab at the top of the screen: Custom Fields, Disclaimer/Labels, Shipping Terms, Shipping Methods, PO PDF Labels and/or PO PDF Custom Fields 
  4. Select the + button located at the right-hand side of the screen
  5. Input the field name 
  6. Select Add

 

Additional Information:

  • Need more info on Purchase Orders
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