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
Navigate to the Settings section
Then click on the Purchase Order Module
Select Categories Tab to create a new category
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