PO Approval Flow
When enabled, any PO created by a manager must be approved by an admin or owner before it's sent to the supplier. When disabled, POs are sent directly without an approval step.
Default PO View
Board view: Cards you can drag and drop between status columns
List view: A traditional table layout
Additional display settings
Setting | What it does |
Show PO Product Description | Includes material descriptions on the supplier-facing PO |
Hide PO Numbers | Hides the PO number on the supplier-facing PO |
UPC instead of Item Number | Uses UPC codes instead of item numbers on POs |
Include zero quantity items in replenishment list | Shows zero-stock materials in the Replenishment List |
PO Number Formats
Create custom PO number formats with:
Format name, prefix, separator, starting number, increment value, and suffix
If you configure multiple formats, you'll be prompted to choose one each time you create a PO.
Still need help? Contact Support!