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How do I create custom specification fields for purchase orders?

How do I create custom specification fields for purchase orders?

Michael O'Riley avatar
Written by Michael O'Riley
Updated over 3 years ago

On a Request for Tender or Purchase Order you can create custom specifications fields that can be pre populated to make creating a Tender or Purchase Order easier.

Setup custom fields

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Go to Setup > System Setup > Orders

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Click in the Field Name column and type in a name for that Custom Field

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Click the drop down arrow in the Values For List field and click Edit

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You can then edit this field by adding a list of items.
Once finished click OK.

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There are 15 custom fields in total, so you have 15 fields you can customise.

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Once you've customised the fields they'll be available to use in Orders > Order Details > Custom/History

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Fill in the specs required for the Request or Purchase Order

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And when you're ready to send it to your Supplier, click the Print/Send button and in the Print Centre select either the Request for Tenders with Specifications or Purchase Order with Specifications.

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