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.

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


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


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


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


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.


6. Click Preview.


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


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