How do I customize the purchase orders app?

The Purchase orders app has numerous settings that allow you to fine-tune the way the app functions. To configure, the app.

• Log in to Purchase Orders App from the universal navigation menu bar.

• Click on the More(...) icon and select Settings located at the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General

• Collaboration

• Quick Links

• Tags

• Email

• Email Templates

• SMS Templates

• Purchase Orders

• Conversion

• CPQ

• Numbering

• Taxes

• Highlighting

• Triggers

• Payments

• Payment Methods

• Payment Terms

• Intelligence

• Charts

• Dashboard

• Customize App

• App Naming

• Master Layout

• Print/Web Layouts

• List Layouts

• Views

• Security

• Actions

• Data Sets

• Data Access Sets

• API

• Create

• Update