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Anonymous
Not applicable

Am I able to create different PO templates? I'd like to have a specific message to appear on a specific vendor's POs. It would default the specific message. Thanks!

 
6 Comments 6
JonpriL
Moderator

Am I able to create different PO templates? I'd like to have a specific message to appear on a specific vendor's POs. It would default the specific message. Thanks!

Hi there, kgilbert!

 

You'll be glad to know that you can create a specific purchase order (PO) template to a specific vendor. Let me help you how.

 

You can create an unscheduled recurring PO for this vendor. This way, you can enter a default message.

 

Here's how:

  1. Click on the Gear icon.
  2. Under Lists, click Recurring Transactions.
  3. On the Recurring Transactions page, click New.
  4. A pop-up box will appear. Under Transaction Type, choose Purchase Order and click OK.
  5. Enter the template name, and choose the vendor's name.
  6. Under Type, choose Unscheduled.
  7. Inside the box labeled Your message to vendor, enter your default message for this vendor.
  8. Click Save template.

Once done, you can go back to the Recurring Transactions page (Gear > Recurring Transactions), then choose Use on the far right of that specific PO template you've created.

 

Please check the screenshots I've included below for your reference.

 

 

 

Here's an article that you can read to learn more about this: Create Templates for Recurring Transactions.

 

Please know that we're just a comment away if you need any help in the future.

addielongberry
Level 1

Am I able to create different PO templates? I'd like to have a specific message to appear on a specific vendor's POs. It would default the specific message. Thanks!

Can you do something similar with quickbooks desktop? 

JessT
QuickBooks Team

Am I able to create different PO templates? I'd like to have a specific message to appear on a specific vendor's POs. It would default the specific message. Thanks!

Hi addielongberry!

 

Yes, this can be achieved with QuickBooks Desktop, but we will enter the message in the Footer instead of in the VENDOR MESSAGE field. The reason behind this is we cannot add preset messages in that field in the template. I'll guide you through creating a template.

  1. From the Lists menu, select Templates.
  2. Right-click anywhere on the list and choose New.
  3. Select Purchase Order and click OK.
  4. Click on Additional Customization.
  5. Click the Footer tab and enter your message to the vendor in the Long text field.
  6. Place a checkmark in the Print checkbox so the texts will be printed.
  7. Click OK.

Take note of the file name of the purchase order template because that can't be edited. Then, be sure that when you create a PO for the vendor intended for that template, you select the right template for them.

 

 

You can also check about creating purchase orders in QuickBooks Desktop for your reference.

 

If you have questions as you go through the steps, please comment below. Have a good day!

addielongberry
Level 1

Am I able to create different PO templates? I'd like to have a specific message to appear on a specific vendor's POs. It would default the specific message. Thanks!

Thank you for the reply! 

Is it possible to link a certain PO template to a specific vendor? For example, I have Customer 1 and Customer 2. When I write a PO for Customer 1 I want template 1 to automatically popup. When I write a PO for Customer 2 I want template 2 to automatically pop up. 

addielongberry
Level 1

Am I able to create different PO templates? I'd like to have a specific message to appear on a specific vendor's POs. It would default the specific message. Thanks!

Thank you for your reply! 

Is it possible to link a specific PO template to a specific vendor? For example, when writing a PO for Customer 1 I would like template 1 to automatically pop up. 

AlexV
QuickBooks Team

Am I able to create different PO templates? I'd like to have a specific message to appear on a specific vendor's POs. It would default the specific message. Thanks!

Hi addielongberry!

 

I'm joining here to help you in setting up your form template.

 

QuickBooks Desktop allows you to create multiple customize forms including purchase orders. While we are unable to associate them to a specific vendor, you'll want to rename it so you easily identify it. This way, you can select the right template when creating a purchase order.Capture.PNG

 

You can follow these steps:

  1. Select Templates from the List menu.
  2. Double-click a purchase order template and select Manage Templates.
  3. On the pop-up, select a template and edit the Template Name field.
  4. Tap OK to save it.

 

Here are some of the articles to help you in customizing your forms:

 

Comment again here if you need anything else. We'll assist you!

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