How do I customize the PO number?

Do you need a more custom PO number? You can substitute the purchase order number with a custom field.

Note: To access company settings you will need to have the "Company Admin" user role.

  1. Click on your Initials -> Company Settings
  2. Select the Purchase Orders tab
  3. You can use the default format which requires using our purchase order id as the PO number or the Auto Generated options, which requires a sequential number, starting at a number of your choice.
  4. To change the starting sequential number, double click on the number to open the dialogue. 
  5. To append or prepend custom field values, custom text, or dates to your purchase order number, click inside the field, move the cursor left to right with your arrow keys, and select from the available options in the drop down.
  6. Don't forget to save!

Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.