Customizing a Purchase Order

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Certify AP allows you to customize purchase orders based on the information you need to show. This article shows you how to customize a purchase order.

Step 1: On your Certify homepage, click Certify then click AP.

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Step 2: On your Certify AP Dashboard click the Purchasing tab.

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Step 3: Click Customize POs.

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Step 4: Select a layout for your purchase order. Certify recommends selecting the Standard layout.

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Step 5: Here, customize your purchase order by clicking the pencil icon next to any section.

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Step 6: An important section to customize is the PO Line Items section. Click the pencil icon next to it to customize.

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Step 7: Change each column header to customize your purchase order based on your needs.

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Step 8: Click Preview.

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Step 9: When you are finished customizing your purchase order, click Activate to save your changes.

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