Configure your purchase order template
Admins can edit the company's purchase order template from:
- Settings > Procurement > Purchase orders
Every company starts with a Standard Purchase Order template.
The template includes fields grouped into four sections:
- General information
- Vendor contact
- Notes & delivery
- Line item columns
For each field, admins can choose whether it is:
- Shown
- Hidden
- Required
- Admins can also add custom text or dropdown fields.
- Hidden fields are not included in the purchase order PDF.
- Admins can set a PO number prefix for the company's purchase orders.
Then, you can view your purchase orders from the sidebar:
-
Spending > Procurement > Purchase orders
Purchase orders can be exported as:
- PDF, ready to send to the vendor.
- CSV, for accounting software.
Note: There is one purchase order template per company. Different types of purchases cannot have different layouts.