Purchase order configuration

There are multiple ways you can customize your purchase orders. In this article, we will cover the main setup and configuration options.

Add your company logo

You can upload your company logo under Settings --> Company

Add default terms & conditions

If your company has default terms & conditions that should be included on every purchase order, you can include this under Settings --> Purchase order setup --> Message to supplier. 

Here you can also select a file that will follow every purchase order.

In this section, you can also set up a default message to the supplier for emails that are sent from CostTracker to the supplier so that the user doesn't have to do this for each purchase.

Add project number 

Some project-based companies want the project number to be included on the purchase orders. This is a separate field that can be activated under Settings --> Purchase order setup --> Project list (in the top right corner)

This is how the project number will appear on the PO (in the top right section).

Custom purchase order numbering

You can also define your own purchase order number format. Please see a separate article covering this here.