All Collections
UpKeep Purchase Orders
How to Create Custom Purchase Order Categories
How to Create Custom Purchase Order Categories

Create purchase orders and categorize them for reporting purposes and identifying trends in your purchase orders

Ben On avatar
Written by Ben On
Updated over a week ago

Available On: Business Plus


Custom Purchase Order Categories empower you to efficiently organize your Purchase Orders, optimizing filtering and streamlining your workflow. Tailor categories to suit your specific needs and make sure you're tracking the information in a way that works best for your team.


How to Create Purchase Order Categories

  1. Navigate to the Settings section

  2. Then click on the Purchase Order Module

  3. Select Categories Tab to create a new category

  4. Select Add to create your new categories

Once your categories are all set up, you’ll be able to select them when creating a new purchase order!

💡Example of purchase order categories could be purchase codes, cost codes, or general ledger codes


Did this answer your question?