Add additional document to a purchase order
- Kian Stack
- Vincent Mutambuki
Some organizations may want to attach additional information to their Purchase Orders such as legal documents. This document shows how a document like that can be attached to every Purchase Order.
Checkout only supports attaching a PDF file to the end of Purchase Orders. The attached PDF will be sent with every PO sent to a vendors.
Instructions
Navigate to the administration section of Checkout by going to Project Settings > Checkout.
Click into the Company tab and click on Change Template
On the right hand side of the screen, there is a box labeled Additional Pages drag a PDF into the box, or use the Browse button to pick a file out of the file system.
Click Save when the file has uploaded.
Now, the Purchase Order documents generated will include the attached PDF.
Related articles