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M
mr_metal_man
April 9, 2022
Question

How do I show the Quantity and Rate on a PO when its printed or e-mailed? These fields are on the PO form in the Item Details section but disapear when printed

  • April 9, 2022
  • 1 reply
  • 0 views
I have just upgraded my account to add PO's and projects. I have raided my first PO and in the Item Details part of the form added the quantity (500 units) and the rate (£1.25 per unit) giivng a PO line totalof £625. So far so good. I then print the PO to pdf and all I see is the Description and the line total £625 - all the quanity details and the price per unit have disappeared. And I can fidn no way of turning these fields on in the printed template. Can someone please tell me how to include this information in the final PO the supplier will receive - it is after all a key part of the contract to purchase.

1 reply

T
TirzahC
April 9, 2022

It’s nice to see you in the Community, mr_metal_man.
 

The Purchase Order form will be based on the Standard template, regardless of which you have set as default. I suggest going to the Custom form styles section to configure the setting and make sure to mark the box of Quantity and Rate.

 

  1. Go to the Gear icon at the top to choose Custom form Styles.
  2. From the list, click the Edit link for Standard under the Action column.
  3. Hit Edit, then select the Content tab 
  4. Mark the Quantity and the Rate boxes.
  5. Click Done.

Additionally, these guides provide an overview of how to update the settings for your Standard template. Also, you’ll find additional information on how the Purchase Order feature works.

 

For your future reference, you may refer to this article to view details on how you can run different purchase order reports to see all the status of the entry: How to run purchase order reports.

 

Let me know how it goes by leaving a comment down below. If you need further assistance with this. I’d be more willing to help you. Keep safe and have a good one.

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