How to Create a Purchase Order Template
Purchase order templates can save time by eliminating the need to repeatedly add the same items to multiple POs for a specific vendor.
To create a template:
- Navigate to Orders > Purchase Orders > New Order
- Select a vendor and add the desired items, quantities, and prices
- Press the Templates button
- In the sliding panel on the left, press Save current order as a template
- Enter a name and press Create
To apply a template:
- Start a new purchase order
- Press the Templates button
- Find the template you'd like to apply and press Use—you should see the inventory and non-inventory items (and their associated quantities and costs) auto-populate from your template
Templates can also be created for sales orders. See the following article for more information: