Purchase order types

Purchase order types allow you to create categorisations for your purchase orders. The types can be applied when entering a new purchase order, and subsequently used for reporting purposes. Types are also included when exporting purchase order data.

Use of this feature is entirely optional and has no impact on the purchase order process.

Purchase order types are maintained via Admin > Purchase Orders > Purchase Order Types.

Adding purchase order types

1. Go to Admin > Purchase Orders > Purchase Order Types.

2. Enter the purchase order type into the entry field.

3. Click the add a new entry button.

4. Click Save.

5. The type will now be available for selection when entering a purchase order.

Related Links:

Creating a purchase order template

Configuring purchase order numbering

Entering a purchase order

  Was this topic useful? Click here to provide feedback.

  Need further help? contact support.