Configure Purchase Order Document

Purchase order enabled organizations can configure a universal PO template, designate the initial/default values on the template, and control whether or not users can update in the context of an each individual purchase order.

To access these template fields, go to the Organizations tab —> Custom Fields page.

Next, go to the Orders resource where you can access the pre-configured purchase order sections. In each purchase order section, you can see the field options that correspond 1:1 with the PO template.

Configure your purchase order template by editing each field, as applicable. For select and multi-select fields, you can add multiple values from which a user can select from when creating a new PO. Only values configured in this section can be selected at the individual PO level. However, rich text fields are more freely editable at the PO level to accommodate more unique purchase information.

Default Values

Importantly, you may want to designate a Default value in certain fields to ensure more consistency across your purchase orders and terms.

For example, if your organization has standard shipping and delivery instructions, you may want to add a default note in the Shipping Instructions field.

If your organization has standard Terms & Condition language, you may want to add default language in the Terms & Conditions field.

The purchase order template will initially have these default values when an Order resource is first created.