Can you change the template of a Purchase Order?

[DNay]

Does anyone know how to change the settings for the template for a purchase order?

I am having a problem with the details showing the Owner as the person sending the purchase order.  We each have individual log ins but the printed version still shows the owners details on the purchase order.

Also I want to edit the template as it currently does not show the business email for the supplier to reply

Thanks

Donna

[Laurie_ · Accepted solution]

Hi @DNay,

That’s a great question! You can edit the information entered into the fields of a purchase order, but the template itself cannot be modified.

To edit the details of a purchase order:

1. Navigate to Purchase Orders and select the order you’d like to update.
2. Click the ellipses (…) and choose Details.
3. On the next page, select Edit Order, make your updates, and click Save to apply the changes.

By default, the Square account owner's name will appear on the purchase order details page. If you’d like to include additional information, such as an email reference or the name of other staff members, you can use the Notes field to record extra details related to the order.

When your vendor receives the purchase order via email, they can reply directly to the email. Their response will automatically be sent to the email address associated with your Square account. Even if these details aren’t noted in the purchase order, vendor replies will still be directed to your inbox.

I hope this helps answer your questions! If anything else comes up, feel free to reach out. 😊

[DNay]

Thanks for the reply.

The problem is that the account email is not the business email used.  And the account holder name is the business owner name, not the people placing orders at the store.  It doesnt make sense where you can chose to have different locations, but not an option to change the email contact.

Ours is a steel business that needs the purchase order function, and a personalised email address for such.

[Laurie_]

I understand where you’re coming from and agree that having an additional customisation option would be incredibly helpful. Unfortunately, this isn’t something the current purchase order functionality supports.