Can I add documents, links or comments to POs?
It is possible to add documents, links and/or comments to your PO.
You can add a specific document, link or comment to a PO when creating a new PO, or when editing it:
- Open the the PO Generator (when creating a new PO, or editing an existing one).
- Scroll down to find the following options on the left side of the screen:
- 📝 Memo to Vendor field: useful to add comments, links to cloud documents 📄, and short text.
- 📎 Attachments: PDF📄 or Images 📷(JPG, PNG) as supporting documents to POs.
For recurring documents 📄, you can host them in a Cloud Document ☁️service (i.e. Dropbox, PointShare, Gdrive, etc) and inlcude the link(s) in your default PO footer so it automatically populates on all future POs.