Available On: Business Plus
How to Create Purchase Order Categories
Navigate to the Categories section
Then click on the Purchase Order tab
Select + Category to create a new category
*Or click on the 3 vertical dots next to an existing one to edit it!
Once your categories are all set up, you’ll be able to select them when creating a new purchase order!
TIP: Example of purchase order categories could be purchase codes, cost codes, or general ledger codes! Whatever it may be, use this customization to maximize your team’s productivity!
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