How to set a purchase order description template

You can create a default description for purchase orders within a project. This allows you to include standard information, such as delivery instructions, site contact details, or delivery hours, without rewriting it each time.

The template is automatically added to new purchase orders, and you can edit it before sending.

Steps

1. Open the relevant project.
2. Go to Settings in the project menu.
3. Under Purchase order description template, click the pencil icon.
4. Enter the default description you want to use.
5. Click Save.

The description will now automatically appear when you create a new purchase order in this project. You can adjust the text as needed before sending.