Using templates for purchase orders

You can use templates to quickly build purchase orders. Follow the steps below.

  1. While building a new purchase order, click the Actions menu and select Build Purchase Order from Template.
  2. When the template selector appears, click the name of the template you wish to use. Note: You may use more than one. Simply append additions to the existing line items.
  3. When finished, click Save. See the comparison below.

    Template_to_PO.png

See Also

How to build templates

 

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