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Edit the Purchase Order Details

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The Purchase Order Details form contains the following toolbar:

  • Details
  • Note
  • Attachments and Link

Details tab

You can edit the following fields.

Details

Field Description
Warehouse Select the warehouse.
Budget Select the budget.
Sales Tax 1 Either select No Tax or a tax rate.
Sales Tax 2 Either select No Tax or a tax rate.
Date Select the date of the purchase order.

Assets

Field Description
Contacts Search for the contact's name and then select it.

Custom Info

This displays the custom fields and these are set up by your Administrator, see Create or Edit Custom Fields.

Purchase Orders

Field Description
Accounting PO# Enter the accounting purchase order number.

Note tab

  1. Click the New Note button and the New Public Note displays.
  2. In the note field, enter the note.
  3. Click the Add Note button.

Attachments tab

You can add attachments or a URL link.

Attachment

  1. Click the Attachment icon.
  2. Either click the Add Attachment button and select the attachment or drag and drop the files onto the form and the attachment is uploaded.

Link

  1. Click the Add Link icon and the Add Attachment Link dialog displays.
  2. In the Attachment Link field, enter the URL.
  3. Click the Upload Link button.