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How to customize the PO copy that is sent to the Supplier?

Updated over 2 months ago

Prerequisites

Before you begin, ensure you have the following:

  • Admin access.

Step-by-Step Instructions

  1. Navigate to PO Configurations

    • Switch to the Admin > Configurations.

    • Under "Other Settings" > Click on PO Configurations.

  2. Customize the PO Preview Page

    • Customize the header, table, main attributes body, and table summary.

      • Header: Modify the header details as per your requirements.

      • Table: Customize the table layout to display the relevant data.

      • Main Attributes Body: Adjust the main attributes shown in the body of the PO.

      • Table Summary: Control the fields shown in the table summary.

      • Footer: Customize the footer to include or exclude certain details.

    • Use the toggle buttons to enable or disable fields as needed.

    • Click on "Update" to save your changes.

  3. Preview Changes

    • Click the "Preview" button to view the changes you've made.

FAQs

  1. I do not see the PO Configurations option. What might be the issue?

  2. How can I switch to the New UI?

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