Using Templates for Purchase Orders

Templates can help you build complicated or standard purchase orders more quickly:

  1. Navigate to Accts Payable > Purchase Orders.
  2. Click New.
  3. Click Actions > Build Purchase Order from Template
  4. In the left column of the Templates Selector, click the desired template(s) to move them to the right column. (For multiple templates, simply append additions to the existing line items.)
  5. Click Save, then complete the purchase order.

Information prepared in the selected template(s) is copied to the new purchase order record, as shown in these comparison screenshots: