Customizing a Purchase Order


Certify AP allows you to customize purchase orders based on the information you need to display to your vendors. This article shows you, a full administrator, how to customize your purchase order template.

Step 1: On the Configurations page, select Purchase Order Layout.


Step 2: Select a layout for your purchase order. Certify recommends selecting the Standard layout.


Step 3: Here, customize your purchase order by clicking the pencil icon next to any section.


Step 4: An important section to customize is the PO Line Items section. Click the pencil icon next to it to customize.


Step 5: Change each column header to customize your purchase order based on your needs and select from the available data fields. Display is best when no more than 6 or 7 columns are used.


Step 6: Click Preview.


Step 7: When you are finished customizing your purchase order, click Activate to save your changes.


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