Understanding Purchase Order Settings in Tradify Web

Who can use this?

Platform: Web | Mobile            Plan: Plus            Staff Permission: Purchases & Settings

Learn more about editing your Purchase Order settings in Tradify web. Within Purchase Order settings, you have the ability to configure your Purchase Order numbering sequence.

Purchase Order settings

To access your Purchase Oder settings, head over to Settings and then select Bills & Purchases.

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Purchase Order Prefix – The text used in front of purchase order numbers. This field can be left blank if you don’t want to use a Purchase Order number prefix.

Next Purchase Order Number – The next available Purchase Order number to be used by Tradify. This defines the Purchase Order numbering sequence for Tradify. All following Purchase Order numbers will continue in numerical order from this point.

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