Purchase order settings

Purchase order settings are used to customise your purchase orders.

1. Go to Settings. (If you've switched to the new design, select your initials, then Account Settings.)

2. From Configuration Settings, select Purchase Order Settings.

   

3. In Name, change how purchase orders are referred to. This changes the menu label. Enter the word in its singular form, e.g. Purchase Order rather than Purchase Orders.

4. In Heading, enter the name to display at the top of purchase orders.
5. In Replace Due Date Fields, change the label for Valid for followed by the number of days (defaults to 30 Days). Delete the text to hide this information.
6. To include a reference, edit the label in Purchase Order Reference . Delete the text to hide this information.
7. To hide any totals from purchase order PDFs, select Remove the total from the bottom of Purchase Orders. This is useful to issue a purchase order without totals, but shown them when converted to a purchase invoice.

8. From Converting Purchase Orders to Purchases, choose whether to copy the purchase order reference to the Purchase field, or comment line, or not copy.

9. Choose whether to Automatically delete Purchase Orders once they are converted to purchases.

10. Select Save Settings.