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How to enable Custom PO Numbers?

Updated over a week ago

Do you want to create your own PO numbers instead of the system generated ones? You're in luck! This guide will walk you through enabling custom purchase order numbers on ProcureDesk.

Prerequisites

Before proceeding, ensure you have:
βœ” Admin Console access with the necessary permissions.


Step-by-Step Instructions

Step 1: Access the Admin Panel

  • Log in to ProcureDesk and go to the Admin section.

Step 2: Navigate to Configurations

  • Click "General Settings" in the left-hand menu.

  • Select "Configurations."

Step 3: Open Company Settings

  • Click on "Company Setting."

Step 4: Enable Custom Purchase Orders

  • Under Company Settings, click on "Purchase Order."

  • Locate the option "Enable Custom Purchase order" and activate it.

  • Save the changes.

Step 5: Verify the Settings on a Purchase Order

  • Switch from Admin to Standard mode.

  • Navigate to Orders and create a draft purchase order.

  • Scroll to the Shipping Details section and confirm that the PO # field is available.

The custom PO# entered by the user will be printed on the Purchase Order and the same will be sent to the supplier.


FAQs

1. Can we remove the system generated PO number on ProcureDesk?

  • No, we cannot remove the ProcureDesk PO number since it is for record purposes, however, the custom PO number is sent to the supplier on the Purchase Order.

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