Introduction:

The Purchase Order Creation settings in SmartOffice allow you to create custom data fields for your purchase orders. These fields can be included on the PDF version of the purchase order sent to your suppliers. You can also specify whether these fields are required or optional. This guide will walk you through the process of creating custom data fields for your purchase orders.

Access Purchase Order Creation Settings:

Click on the cog icon at the top right of the page and select "Company Settings" from the list. Then choose "Purchase Order Creation" and click on "Custom Data Fields."

Create a Custom Data Field:

• To create a new custom data field, click on "ADD NEW."
• Provide a Title: Give your custom data field a descriptive title that reflects the information you want to capture.
• Define Options: If your custom data field requires a selection from predefined options, click on "ADD NEW" to create each option. Repeat this step for each option you need for the field.
• Remove Options (if needed): If you want to remove a specific option from the list, click on the "x" button next to that option.
• Set Field Requirement: To make the field mandatory for every purchase order, enable the switch for "Make this a required field?" This will ensure that you cannot complete a purchase order without filling in this field.
• Display on Purchase Order PDF: Determine whether you want this field to appear on the PDF version of the purchase order sent to your suppliers. If yes, enable the switch for "Show this field on PO?"
• Save the Custom Data Field: Once you have configured all the settings for your custom data field, click on "CREATE" to save it.

By following these steps, you can easily create custom data fields for your purchase orders in SmartOffice. These fields will allow you to capture specific information, make fields required if necessary, and include them on the purchase order PDF sent to your suppliers.