Add additional document to a purchase order

Owned by Kian Stack, created
Last updated: Sept 16, 2022 by Vincent Mutambuki
1 min read

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

  1. Navigate to the administration section of Checkout by going to Project Settings > Checkout.

  2. Click into the Company tab and click on Change Template

  3. 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.

  4. Click Save when the file has uploaded.

  5. Now, the Purchase Order documents generated will include the attached PDF.

 

 

 

 

Write into our Support Desk with any questions you have.