Create PO Templates

Create a PO Template window

Path: Purchase Orders > Create Template

You have the option to create Purchase Orders individually or using a Template for easy ordering from favorite Vendors or re-ordering standard Parts.

PO Templates can generate POs for Vendors or for re-ordering standard Parts and Services.

The Add Purchase Order Template window is opened using the menu Purchase Orders > Create Template or Purchase Orders > View all Templates.

  1. Complete the required fields indicated by a red asterisk: Vendor, Title, Shipping Address and Approved by.

  2. (Optional) Complete elective fields as needed.

  3. Select Save. The window remains open in Edit mode to add Items if desired.

  4. (Optional) Add Items in the Purchase Order Item section (see Create PO).

  5. Select Save to save the Template or the Save & Generate button to create a PO during the save process.

After you save the Template, the record remains open in Edit mode to complete the Purchase Order Item and Attachments sections. See Add Stock Items to PO Template, Add Non-Stock (New) Items to PO Template, and Generate POs from PO Templates for details.

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