Purchase Order Templates

Purchase Order Templates are a method to simplify PO Entry for commonly ordered items.

Mark a PO as a template

To create a PO Template:

  1. Highlight ANY existing PO.
  2. Go to the Action Menu > Mark/Unmark as Template
  3. At the prompt, confirm that you want to create the template.

After you do this, you'll be able to find the template using the Filter By menu. See the next step.

Follow the exact same steps if you have an existing PO Template that you want to UNmark.

Find PO Templates

To find all existing PO Templates:

  1. In the Filter by menu, select Template.
  2. Click the Find button.

All existing PO Templates will be displayed.

You can combine the Template filter with other search tools. For example, if you want to find all PO Templates for a specific Vendor, use the Quick Search to enter your Vendor Name in addition to using the Template filter.