Creating and Managing Custom Purchase Order Templates

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

In PartsManager, formerly known as PartsLedger, the Templates menu allows you to create custom Purchase Order Templates. You can add, remove, and rename fields to customize what displays on the Purchase Orders you send to your Vendors.

This article will walk you through creating, formatting, and managing custom Purchase Order Templates.

 

Creating a Custom Purchase Order Template

  1. On the Navigation Bar, click Admin.
  2. Then click Templates to open the Templates Menu.
  3. Click the + New button to open the Add Template Menu.
  4. In the Name field, enter your custom template name.
  5. In the Type drop-down, select the "Purchase Order" type.
    PL_-_Create_PO_Templates_Steps_1-5.gif
    • Note: You will likely never use the Invoice, SalesOrder, and SalesQuote template feature and we do not cover them in this lesson. However, creating these types of templates is nearly identical to creating a custom Purchase Order template.
  6. Here you can add, name or remove fields that you would like to populate on your Purchase Order.
    PL_Create_Template_Step6.gif
    • button allows you to add field types and names.
    • button allows you to remove field types and names.
    • Text fields can be renamed.
    • Drop-down fields allow you to select the type of information you want to populate.
  7. Click the Submit button to save.

You can add one additional Address.
Can_Add_1_Address.gif

 

You can add or remove as many Item Details as you want.
Add_Item_Details.gif

 

You can add a custom note.

Screen-Shot-2022-08-16-at-3-56-35-PM.png

 

Formatting Purchase Orders

You can also change the format of your Purchase Orders.

  1. On the Navigation Bar, click Admin.
  2. Then click Templates to open the Templates Menu.
  3. Click the Template Format tab.
  4. Select Purchase Order from the Type drop-down.
  5. Select a Purchase Order from the Document to Preview drop-down.
  6. Moving the toggles allows you to format the way your PDF's will be formatted.
  7. Click Save when done.

Template_Formats.gif

Making your Custom Template the Default on Purchase Orders

Watch the video below to learn how to make your custom Purchase Order template your default template:

Was this article helpful?

/

Comments

0 comments

Article is closed for comments.