Create a PO Template

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On the ribbon, go to Tools > Status and add a new status called Template on the Purchase tab.

Create a purchase (or expense) order and enter all required fields, then select the Status of Template.

Note: A Cust# must be entered, however this can be changed at any time. You may also need to change the Name.

You can them create a purchase/expense list with Template entered in the Status field, then name and pin the list.

Open the Template order and select Create Similar. Make appropriate changes/additions.

Further information

Unprint Purchase/Expense

Debtors Purchase Orders

Expenses at a Glance

Purchases at a Glance

Expenses Tab on POs

How Does Cost of Goods work

How PO Status Affects the GL

Purchases/Expenses Status

Purchase/Expense Order Header

Purchase/Expense Order Footer Tabs

Purchase/Expense Comment Grid

Purchase Order Approval Process

Purchase Order Stock Grid

Purchase Order Reports

Purchase/Expense Preview Pane

Purchase List Header

Expense Order Stock Grid

Opening Balance Purchase Order

Add a Negative Expense Order

Add a Document to an Order

Add an Amount to a PO when Finished at $0

Add Backorder Purchase Order

Add Comments to a Purchase/Expense Order

Add Freight to a Purchase Order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar PO

Create a Purchase Order List

Enter Serial Numbers

Export a Purchase Report to Spreadsheet

Fix Incorrect Pricing after PO Finished

Handle Employee Reimbursements

Handle a Credit for Freight Charged

Link a Job to a Purchase Order

Link Expenses to a Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase Consignment Stock

Receive Consignment Stock

Receive Stock

Record One Invoice Number on Multiple POs

Record Overseas Purchases, GST, Import Costs

Round up Supplier Invoices

Scan Stock into a Purchase Order

Staff Purchases

Vendor Price Breaks

View or Edit a Purchase/Expense