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.