Better understand the purpose of a Purchase Order Document, where to generate it, and how to manage its content to fit your business needs.
What is a Purchase Order Document?
A Purchase Order Document is important as it outlines the SKUs and quantities that you, the buyer, are requesting from your supplier.
You can generate this document from the Purchase Order view page. You can generate this document at any point after your Purchase Order has been created. If information is updated on your purchase order, such as SKUs, quantities, or requested delivery date, the Purchase Order Document will show that up to date information next time you generate the PDF.
Shown is a sample Purchase Order Document. This can be customized to suit your needs by following the instructions below.
Customizing a Purchase Order Document
Your account will be set up with a default Purchase Order Document template, but the fields and naming can be adjusted to suit your business needs.
Customize your Purchase Order Document template by going to Settings, then clicking on Inventory. Scroll down until you reach the column customization fields for Purchase Order Documents. Then click on Edit button to customize the Purchase Order Document.
You have the option to add up to 7 columns to your purchase order document! To add more than four columns to your Purchase Order Document, click the Add button on the upper-right corner. To remove columns, simply click the trash can icon on the right-hand side. Choose the fields you'd like to show in each column by clicking in the cell for all available values to appear. You can multiple fields per column. You can then modify the column width based on the amount of information each column will contain. Please note the column width total must add up to 100%, otherwise the customization selections won't save. You can also choose the justification of the information within the column. Click Save in the bottom-right corner to preserve your customizations.
In order to customize what various labels are called, including column headers, you will navigate back to Settings, then Template Translations.
Select your language of choice from the Language drop-down menu, then select Purchase Order Document from the Document drop-down menu.
A table will then appear with customizable fields. Default titles will appear in most fields, but you may rename them as desired. The columns outlined in Inventory Settings will all require a more specific title (default is Column 1, Column 2, etc.). Once complete, click on the Save button in the bottom-right hand corner. This will save the template and your customized titles will populate for all future Purchase Order Documents. This template can be revised as needed by returning to this page, editing the titles and clicking Save once again.