Customizing your purchase order document

  • Updated

Access to this feature is currently only available to those who are part of the beta program.

To request access to the beta, please contact support.

 

In this article, you will learn how to customize your purchase order document in Workiz.

Purchase Orders is a tool available in the Feature Center/Marketplace designed to help you manage your purchase order lifecycles. From creating a purchase order with items that are relevant to specific jobs, sending the purchase order to a vendor, and tracking the delivery status, Workiz makes it easy to monitor and manage your purchase orders. 

After enabling the feature, Workiz will automatically create a new document template for your purchase orders. This is the document that vendors will see when you send your purchase orders via email.

How to customize your purchase order document template

In order to customize your purchase order document template, you will first need to enable the tool from the Feature Center/Marketplace. To learn more about enabling the feature, please see this article.

  1. From the top navigation bar, select the profile/gear icon > Settings
  2. Under General settings, select Documents
  3. Select Purchase order
  4. Customize your template and save your changes
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The document template editor enables you to customize various elements such as the size and placement of your logo, the document title, and the use of short codes to automatically populate information from your account data.

To learn more about how to customize a document template, please see this article

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