- How to ensure Custome Fields are visible on Auto PO's
At the current time, Custom Fields appear blank on Purchase Orders when Auto PO is enabled. The following article outlines how to display Custom Fields on Purchase Order when Auto PO is turned on in Procurify.
Once the PO is generated, under the PROCURE tab on the sidebar, select PURCHASE ORDERS.
Locate the Purchase Order in question.
Scroll to the bottom of the Purchase Order and click REVISE P.O.
Locate the Custom Field and edit the field.
Click Save once complete.
Success! Once saved, the client can generate or send an email to the Vendor and the fields will display.
- Learn more about Automatic Purchase Orders
- Auto POs do not automatically send an email to the Vendor