Can I edit layout of Purchase order templates? I don't see it in the "Custom Form Styles"

Hello jerome2,

Great question! I can see how personalizing a purchase order to match the rest of your templates would be good for keeping your business image uniform. I can explain.

Looking for the purchase order form in Custom Form Styles is the perfect place to start. The reason you're not seeing anything there specifically for purchase orders is because they cannot be edited the same way other form templates can. You can affect how the purchase order looks though by making changes to the Standard form template that is a default in the program.

Forms that don't have the customize option, such as purchase orders, are based off of the Standard template. For instance, if you change the colour on the Standard template, the purchase order will now also be that colour. 

There are certain other customizations you can make to purchase orders through the account settings. By going to the Gear icon and selecting Account and Settings, then the Expenses tab, you'll see a section for purchase orders. This section allows you to turn the feature on and off as well as enable custom numbers, add custom fields, and add a default message. The default message is the one that appears under the line items on a purchase order.

Learn more about purchase orders here: How to use purchase order

I hope that helps! Enjoy the rest of your day. :)

I would like to add the Class field into the purchase order template.  How can I do that?

thanks,

Anne

Hi AFinlayson. QuickBooks provides the flexibility to customize your reports and forms giving you full control. You can add a custom field to your Purchase Order by clicking New (+) > click Purchase order > once you've opened a Purchase order click on the Gear icon at the top right and you'll see an option to add your desired field. Let me know how you make out with this. I'll be on standby.

I have a similar question about the PO form.

I see the need for the various fields when inputting info for a PO, however when I send it I don't want it to contain any of the valuation fields.

In the Item Details section I only want to include:

• Product/Service

• SKU

• Description

• Details (optional details I need to add to the PO)

• Qty

Is this possible?

It's great to see you again, pondball. I hope you've been well since we last heard from you, and I'm glad to see you're still using QuickBooks Online!

I can appreciate wanting to customize your purchase orders as much as possible so you're only including the details you'd like to your suppliers. As I mentioned earlier in this thread, purchase orders use the Standard/Master form style in the Custom form styles section as the basis of how they look. With that in mind, you can head over to customize your forms and add or remove certain columns, like description, quantity, and more. Learn more about customization options here: Customize invoices, estimates, and sales receipts in QuickBooks Online

That being said, there are a few limitations. For instance, the SKU column is for internal reference only. This means that it won't appear on the copy you print for or send to your supplier. If you'd like to make sure the SKU number is included with the information you send them, I recommend adding it into the description field for your product.

The other limitation is that the Standard/Master form doesn't apply to purchase orders alone. Any changes you make there will also be seen on other forms, such as credit memos, cheques, or even invoices, sales receipts, or estimates if you don't have unique styles for those.

This is a great opportunity to feedback, which you can submit to let our product development team know how these options impact your business and workflow. By sharing your thoughts, you can feel confident your voice is heard as the comments are forwarded to that team for consideration in future updates. Here's how you can submit feedback: How do I submit feedback?

As always, I'll be here if you need anything else. See you next time!