Please follow this link to find more detailed information on the Purchase Order attachment management. They will also be available for the users’ reference.

Add External Attachments - the files you attach in this section will be sent to the vendors along with the PO PDF.

These attachments will not be visible to the vendors.

Add Internal Attachments - they will be available for the users and sent to approvers along with the PO PDF.

Add related attachments to your Purchase Orders to easily access and check them in one document. The information from the Comments field is not printed on the documents and is visible only to the users of your profile.Ħ. The tagged person will receive an email notification with your comment in their mailbox and reply to you in the same document. Tag the person using and type their email address. You can also Add Comments for internal communication between users in your account. These details will be displayed in the printed document version and will be visible to the vendor.ĥ. You can Add Notes to the purchase order (e.g., some informative details about the delivery time, etc.).

Use the Import Items and Update Items options to upload and change data in bulk via Excel, consult this step-by-step article on how this can be done.Ĥ.

In this way, you can add the cost of some services and include it to the PO total (as a delivery service or custom rounding).

If you do not have a catalog of items, use the Add empty row button to insert the details for the item you want to order manually.

You can use filters such as keywords, suppliers, categories, etc.

Click the Add Item button to add items from the catalog to your order.

Custom Fields for Items and Custom Fields for Documents

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