Store common Purchase Order attachments and quickly add them to your Purchase Orders. Attachments can either be sent as separate email attachments or appended directly to the Purchase Order PDF.
Creating a Purchase Order Attachment
Go to Settings.
Select Purchase Order Attachments.
Click + New Purchase Order Attachment.
Enter a name and upload your file.
Enable Append to P/O PDF if you would like the document included within the Purchase Order PDF.
Click Save.
Adding Attachments to a Purchase Order
Once created, Purchase Order Attachments can be selected directly from within your Purchase Order when sending it to a supplier.
Append to P/O PDF
When creating or editing an attachment, you can choose how it is sent to your supplier.
Append to P/O PDF Enabled
The attachment is merged into the Purchase Order PDF.
The supplier receives a single PDF containing both the Purchase Order and the attachment.
Ideal for Terms & Conditions and other supporting documents.
Append to P/O PDF Disabled
When the Append to P/O PDF option is disabled:
The attachment is sent as a separate file with the Purchase Order email.
The Purchase Order PDF remains unchanged.
This gives you the flexibility to decide whether supporting documents are included within the Purchase Order PDF or sent separately.