Purchase Order Defaults

You can set default information, statuses, and actions to be applied to purchase orders. These settings are available under Purchase Orders > Manage Defaults > Company. Show me where.

  • Default Company Name & Address – The default contact profile that appears in the PO PDF. If left blank, the regular company profile is used.
  • Emails can be auto-sent when a PO is changed; meaning, if its status changes (for example, it gets received) or it is. (An email template must be created and selected on the PO Received and/or PO Changed template assignment; learn more about templates and assignments.) Choose from the following settings:
    • Send email to purchaser when PO changes 
    • Send email to PO Creator when PO changes
    • Also send email to these email addresses
  • PO Default Status – The status of a PO when it is created: Saved, Ordered, Pending.
  • Mark PO as Approved by Default – For clients who require POs to be approved before emailing, this setting sets the default to approved. Manually unapproving can be done from the PO action menu.
  • Include Logo in PDF – Will include the logo of the company on the PDF
If a default warehouse was selected here on the vendor’s profile, the Ship To warehouse will default to that warehouse. If there is an address on the warehouse, that address will be used.

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