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Adding a Template to a Purchase Order

You can quickly populate a Purchase Order with tools and materials by adding a predefined template.

Templates are created by your organization and grouped into categories.

Follow these steps:

  1. Click the + Add Template button at the top of the PO Detail window.

    1. This opens the PO Detail window with template category options.

  2. Select a template category from the list on the left under Categories.

    1. This section displays any custom templates your company has created.

  3. Check the box next to the template you want to add.

    1. The template row will highlight with its type, category, ID, and description.

  4. Click the Add Models button.

    1. This adds the selected template's items to your Purchase Order.

  5. Click the Checkout Cart icon in the upper right corner to review the items you’ve added.

  6. Verify item details in the Purchase Order Ticket.

    1. Review each item’s name, quantity, and description.

    2. Adjust quantities using the plus (+) or minus (–) buttons if needed.

  7. Click the Purchase Order button to return to the main PO Detail screen.

    1. You can continue editing or click Save to finalize your updates.

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