Discover the Best Purchase Order Invoice Template for Businesses

Purchase order invoice template for businesses

now we're going to go into the additional  customization of purchase orders   so i'm going to go ahead on up here  to purchase order make sure i've got   the template that i want to work on  this custom purchase order template   and click on customize so from here  i'm going to say customize data layout all right and this is where i'm going to  choose what is shown on my purchase order   okay so which headers do you want to have  shown columns your footer and how you want   to set up the printing for us so your headers  are the boxes are going to show up up top here   do you want the purchase order number to be shown  probably and you might not want to show it on the   screen you might want to just have it printed not  showing it on the screen however is not going to   give you the option to change the purchase  order number it's only going to be default   what defaults from the system okay so if  you ever need to jump your number ahead a   lot of times companies don't want to start with po  number one they want to start with po number 1000   so what you want to do is you want to leave this  on the screen so you can change that to 1 000. all right do i want to have the ship to address  in there yes i want to make sure that my vendor   sent it to the right spot these others here i  wouldn't suggest using them because they're not   searchable boxes they're not filterable boxes if  you really need an other field you would want to   go ahead and run a or create a custom field for  your vendors and that is in another video all   right so if you want your terms set up on there  so your go ahead and dictate to your vendor these   are my terms and then that way they can let you  know if they're right or wrong what your account   number is with that vendor and then when you're  expecting it if you have an expected date how you   want it shipped the freight on board if you want  that there i'm going to leave that off for now   so you can customize all these different headers  here all right so let's go into the columns area   now the columns are the area is the area down  below and this in this little box down here   so do you want to keep on there what the service  date is where your expected service date is what   the item is if you want to keep the what the  customer is probably you want to keep that on   the screen but it's not your vendor's business  who the customer is what the description is   if you use your manufacturer's part  number you can have that printed here   you can also make sure and keep that so that  it's printed only on the form but it's not   showing up on your screen you don't want to  confuse the accounts payable people at all   with that extra manufacturer's part number  there okay and that part number is just a free   fill form so if you fill it in on the item  it'll pre-fill it on this template as well   all right how many what's your quantity what's  your rate then you have to make sure and get   your everything in order here all right so you  want your item first maybe you actually want your   manufacturer's part number first okay continue so  it's going to smooth that over here then you have   your item number does your vendor really need  a description or do you want the description   before the item number you can move those  around there quantity rate amount those are   pretty standard the way that those are going but  if you wanted to you could move it around again   so if i wanted to say that the rate was  fourth then it switches the quantity to fifth   switches it up for us just like that all right  if you want a custom footer down here so if you   want to have some sort of default disclaimer  information it'll fill into this box right here all right also if you want a vendor message  it'll fill in there's a little box right   here it'll fill in the vendor message and do  you want your total box probably a good idea   then you have your print settings and  this is just for the specific form again   so if you prefer a lot of people like  having their purchase orders on a landscape   basis so you can see here it makes it a little  bit different format and you can also decide   how many trailing zeros you want here as well all  right so i'm going to leave it landscape because   i like working with purchase orders in landscape  format and then our next video we are going to   talk about using the layout designer to really  make this look the way that we want it to look