How do I use Custom PO Fields?

Custom PO Fields let you display up to 3 unique fields per line item on your POs (such as color or UPC). This is managed from the company material list.



  • Define your Custom PO Fields from the company material list in Admin > Materials
  • Select Edit Custom PO Fields from the Menu icon at the top right. 

edit fields

  • Name the fields to your liking and Save

 

  • Custom PO Fields are visible on Materials dashboard

 

  • To populate the fields, either Export your company or project list and Upload changes
  • Or, use the Settings wheel to edit items individually




  • Custom PO Fields will display on the PO as pictured below.  Materials without entries will be blank.