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Anonymous
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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!

 
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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.

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