Customizable Templates for Purchase Orders
in backlog
B
Bre NeSmith
It would be really helpful for clients to be able to add line items, columns, and edit the designs of purchase order templates more to their own needs. Not every client needs the same information on their purchase order, so being able to edit and change things around would be wildly helpful. I have a client that specifically needs to track the number of pallets per product and right now the only way to handle this is to put it in the description. If they want to run a report though, they can't because the number of pallets would only be in the description and not the custom fields reporting.
Subhanan Sahoo
marked this post as
in backlog
J
Janelle Fox
Bre NeSmith would you be able to share a loom/screen recording of what you are doing now as the workaround so we can better understand the need?
B
Bre NeSmith
Janelle Fox I had a client who switched over to QBO but they were unhappy that the purchase orders looked differently than the ones in QB desktop, so they switched back to desktop. In desktop, they are able to add columns to the PO, like tracking columns in order to track the number of pallets needed. To workaround it, I tried to get them to use the description for that. They did not like that either. And then, they were trying to get the client numbers to print on the PO and were unsuccessful in finding a way to do this. They were also unhappy with the design of the PO when printed as there was no way to edit the colors, text, font, any of that. I know I saw a few other people in the QBO help sections asking for ways to edit PO's as well so I know this is a bigger issue than just my client.
J
Janelle Fox
Bre NeSmith: Got it - sounds like parity with desktop PO customization overall. Thank you so much!
This post was marked as
under review