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How to customize the file name of purchase orders

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Apply a custom name to the printed Purchase Orders by enabling the Purchase Order Report Print Name setting in your Unleashed account. These can be used to send your suppliers an agreement for the terms of a purchase, not just the required items. In some markets these are called;

  • Recipient Created Tax Orders or
  • Buyer Created Orders.

How to enable a custom name for Purchase Orders

  1. From the main menu, go to Settings, Company and select the Purchasing tab. 

  2. Provide a new name for the Purchase Order document to print with in the "Purchase Order Report Print Name" field. This name will replace "Purchase Order" in the file's name.

  3. Tick the Enable checkbox and Save
  4. Any Purchase Order printed will then be downloaded using the "Purchase Order Report Print Name".

NOTE: Enabling the Purchase Order Report Print Name setting will not affect the prefixes you have already established within Unleashed.

 

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