Create Purchase Order Forms

Purchase Order Forms can be created and customized in Inventory.

Creating a  Purchase Order Form will allow you to create a PDF of a Purchase Order to print or email. New Forms can be created, or XML files can be imported.

You must have  Administrator privileges to make these changes. If you are not, contact the Admin User in your company.


  1. Go to Settings > Purchase Order Settings > Forms.
  2. Click Create from the top menu.
  3. To create a new Form, enter a name then Save.
  4. To import an existing XML file, click the Import PO Form icon.
  5. Click inside any Field to edit.
  6. To move cells, click, hold and drag to a new location. Two blue arrows and orange lines will indicate the the Field will be placed.