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Purchase Templates

Purchase Templates

Purchase templates allow you to create and manage the content of your pre-set purchase order templates.

Use the Purchase Templates feature to quickly create new purchase orders with pre-defined purchase titles and purchase notes.

Your pre-defined purchase templates can be selected when creating new purchase orders.

In this article:

Creating New Purchase Templates 
Editing Purchase Templates
Deleting Purchase Templates

Creating New Purchase Templates

1. From the header select the  icon on the top right of your screen.

2. Click on the Purchases icon. 

3. Select +Add Purchase Template.

 

4. Add template name to the Purchase Template Name field.

5. Add purchase description to the Purchase Description field.

6. Add notes to the Notes field.

7. Select the Add button.

 
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Editing Job Templates

1. From the header select the  icon on the top right of your screen.

2. Click on the Purchases icon. 

3. Select the template name you would like to edit.

4. Carry out any changes or alterations to the template fields.

5. Select the Save button.

 
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Deleting Purchase Templates

1. From the header select the  icon on the top right of your screen.

2. Click on the  Purchases icon. 

3. Select the template name you would like to delete.

4. Select the Delete button.


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