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How to Edit the “Send PO to Supplier” Email Template?

This guide explains how to edit or modify the email that is automatically sent to a supplier when a Purchase Order (PO) is issued from ProcureDesk.

Updated yesterday

Who Can Edit This Email?

Only Admin users can modify email templates.

👉 If you do not have Admin access, please contact your ProcureDesk Admin to make these changes for you.


Steps to Edit the PO Email Template

1. Log in to ProcureDesk

  • Sign in to your ProcureDesk account.

  • Switch to the Admin side of the application.


2. Navigate to Email Templates

From the left-hand menu:

  1. Go to General Settings

  2. Click on Configurations

  3. Under Master Data, select Email Template


3. Open the “Send PO to Supplier” Template

  • Locate Send PO to Supplier Email Template

  • Click the Edit (✏️) icon under the Actions column


4. Modify the Email Content

You will now see the email format that is sent to suppliers, including dynamic fields such as:

  • [Supplier Name]

  • [Order Number]

  • [Order Total]

⚠️ Important: Do Not Edit Text Inside Brackets

  • Any text inside square brackets is a system variable.

  • These variables automatically pull information like supplier name, order number, and order total.

  • Do not modify the text inside brackets, as it may break the email formatting or data mapping.

✅ You may:

  • Add new lines or additional text

  • Remove existing lines (including bracketed fields if you no longer want them included)

  • Adjust wording outside of the brackets

❌ You should not:

  • Change the names of fields inside brackets (e.g., [Supplier Name][Vendor Name])


5. Save Your Changes

  • Once you’re done updating the email format, click Save to apply your changes.

  • All future POs sent to suppliers will now use the updated email template.


Need Help?

If you’re unsure about what to change or want help customizing the email, feel free to reach out to the ProcureDesk support team or your internal Admin.

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