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slemay
Level 1

Create different Purchase Order templates and assign to different vendors?

Biggest annoyance over the past few years, we have some vendors that want to use manufacturers part #'s others want the item number. QuickBooks allows in the inventory both, which is great, however, we're stuck with manually having to swap our PO template each time we order from the different vendors. This is a major annoyance because we often forget and the PO gets sent with the wrong data (and thus gets rejected).

 

PLEASE - is there a way to, by the vendor, select which PO template to use?

 

I also see use cases for this with some customers - would love to be able to default various templates based on the customer too for invoices.

3 Comments 3
AileneA
QuickBooks Team

Create different Purchase Order templates and assign to different vendors?

Hi there, @slemay

 

Thank you for reaching out to the Community. I'd be happy to share with you some insight into the Purchase order template in QuickBooks. In QuickBooks Desktop, you can create, or modify various templates with the field you want, through the Manage templates tab. However, you can only choose one default templates for vendors. Let me show you how to customize a template: 

 

  1. Go to Lists menu and select Templates
  2. Double-click the template you’d like to edit. 
  3. Select the Formatting tab, then tap Manage Templates.  
  4. Customize the field you want to appear on the templates. 
  5. Click OK

 listd.PNG

 listd1.PNG

 

Once done, you can create a purchase order, and select the specific template by clicking the drop down-arrow for the specific vendor.  

  

listd2.PNG

 

Though, you may want to consider checking the lists of supported Third-Party app in a purchase order that integrates with QuickBooks. 

 

For more detailed steps about Customize Purchase Order, you can check out this article: Use and customize form templates.

 

Let me know if there's anything that I can assist you with the Purchase order template by leaving a reply below. I'm always glad to help in any way I can. Have a great rest of the day!

slemay
Level 1

Create different Purchase Order templates and assign to different vendors?

I appreciate you taking all the time to show that detailed answer, however, I already knew all that. My question was if there is a way to default a template to a vendor. I'll go look at the third-party apps to see, but I suspect this would have to be something internal to Quickbooks in order to function properly.

 

Candice C
QuickBooks Team

Create different Purchase Order templates and assign to different vendors?

Hello, @slemay

 

Thanks for reaching back out to the Community. At this time, there isn't a way to default a template to a vendor. However, I'll send feedback to our Product Developers so they can consider this as a feature in one of the upcoming updates. They take the time to review every customer's request for the product. Here's an extra link that can come in handy: Use and customize form templates.

 

If there's anything else you need help with, just let me know. Have a wonderful day!

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