Skip to main content

Purchase Order Settings

The defaults and rules you set once for purchase orders — and every new order starts from them. This is where you decide how orders are numbered, what payment terms and order type they default to, and how they are signed, worded and sent.

Where to find it

Open the Bizconnekt admin console and go to Settings → Entity → Purchase Orders. You need Tenant Administrator access.

What can you set for purchase orders?​

SettingWhat it does
Automatic numberingTurn on auto-numbering so each order gets a number automatically, with your chosen prefix and starting number.
Required documentsChoose which files an order must carry, such as a supplier quotation or a linked requisition.
Default payment termsSet the payment terms that fill in on a new order — for example, pay within 30 days — which the buyer can still change.
Order typesOffer order types such as standard, drop-ship, blanket and contract, and choose which one a new order defaults to.
SignatureAdd a signature to the printed order.
Standard terms and conditionsWrite the wording that appears on every order by default.
Email to supplierTurn on sending the order to the supplier by email, and set which team addresses are copied.

How to configure purchase order defaults​

  1. Go to Settings → Entity → Purchase Orders.
  2. Turn on automatic numbering and set the prefix and starting number.
  3. Set your default payment terms and default order type.
  4. Add a signature and your standard terms and conditions.
  5. Turn on emailing the order to suppliers if you want it, and set the copied addresses.
  6. Click Save.

What it affects​

These defaults apply to every new purchase order — typed in, bulk imported, or drafted for you — and to how orders print and email. Changes apply to new orders; existing ones are unchanged.

Need help? Contact support at support@bizconnekt.com