Purchasing Templates

You can use default templates or your own custom templates to produce purchase orders and requests for price quotes that you send to vendors.

To create a custom template, use Purchasing > Purchase Template Editor in the desktop application. The template displays in the drop-down lists in the following locations:

• The P.O. Template field in the Buyers grid on the Buyer tab of Settings > Purchasing & Inventory > Company).
• The RFQ/PO Template field on the Vendors tab of the Firms hub.

You should give each custom template a name that is easy to identify in lists.

You assign a template to:

• Each buyer for whom access to templates is necessary.
• Each vendor to whom you send purchase orders and requests for price quotes.