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How do I customize the information displayed on the PDF?

This article explains how to show or hide (or enable and disable) different purchase order fields on the purchase order PDF (or the fields shown on a printed PO) such as SKU, budget, approvers, departments, addresses, notes to supplier, internal purchase order comments, footer text, custom fields, and so on.

Note: To be able to access this setting you would need to have the "Company Admin" user role. 

Go to the PDF settings page:

  1. Click on your initials in the top right and then Company Settings
  2. Go to the PDF tab
  3. Click the plus icon on a preset to start working on a template. You can have multiple templates, duplicate or remove them, and one as the default (which is always sent out to suppliers).
  4. Each template can be given a name, PDF file name, base layout, and font size.
  5. You can add or remove custom fields to or from the template by dragging and dropping them from the custom fields section of the PDF settings page.
  6. Choose which content you want the template to include, such as budget information, SKU numbers, tax, company, approvers, requestors, payment status, internal comments, notes, status, delivery status, and which supplier information you would like to include in the template.
  7. Enter your desired footer text into the footer text input, these are usually terms and conditions.
  8. 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.