## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/bh/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions in Purchase Orders

## Edit Purchase Orders

You can edit the details of any purchase orders. Here’s how:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Select the purchase order you want to edit.
*   Click the **Pencil** icon in top of the page.
*   Make the changes.
*   Click **Save**.

![Edit Purchase Orders](/books/help/images/purchase-order/edit-po.png)

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## Insert Headers as Line Items

You can insert headers to group related line items in your purchase order. When you have many line items, headers break the list into clear sections so your vendor can scan the purchase order more easily. For example, you can add a header such as Hardware Items, Office Supplies, or a project name and group the related line items under it. You can also insert multiple headers to your purchase order.

To insert a header row in your purchase order:

*   Go to **Purchases** on the left sidebar and select _Purchase Orders_.
*   Click **\+ New** in the top right corner to create a purchase order, or select an existing purchase order and click **Edit** to modify an existing one.
*   In the **Item Table**, click the **More** icon next to the required line item, and select **Insert New Header**. Alternatively, you can click the dropdown next to **\+ New Row** below the _Item Table_ and select **New Header**.
*   Type the title for the header.
*   Fill in the required fields and click **Save**.

The header will be added as a row and the line items below it will remain unchanged. To remove a header, click the **Remove** icon to the right of it.

**Insight:** Removing a header does not remove the line items below it.

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## Insert Subtotals as Line Items

A subtotal row displays the total of the line items above it in your purchase order. It includes all line items between the previous subtotal and the current subtotal, or all line items from the beginning of the purchase order if no previous subtotal exists. It is calculated automatically and updates whenever line items are added, edited, or removed. For example, you can add a subtotal for a group of hardware items or a project. You can add multiple subtotals to a purchase order.

To insert a subtotal row in your purchase order:

*   Go to **Purchases** on the left sidebar and select _Purchase Orders_.
*   Click **\+ New** in the top right corner to create a purchase order, or select an existing purchase order and click **Edit** to modify an existing one.
*   In the **Item Table**, click the **More** icon next to the required line item, and select **Insert New Subtotal**. Alternatively, you can click the dropdown next to **\+ New Row** below the _Item Table_ and select **New Subtotal**.
*   The subtotal row will be inserted.
*   Fill in the required fields and click **Save**.

The subtotal will be added as a row and the line items below it will remain unchanged. To remove a subtotal, click the **Remove** icon to the right of it.

**Insight:** Removing a subtotal does not remove the line items below it. The line items remain in the purchase order and are included in the final total.

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## Download as PDF

You can download any purchase orders as a PDF. Here’s how:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Select the purchase order you wish to download.
*   Click the **PDF** icon in top of the page.

![Download Purchase Orders](/books/help/images/purchase-order/pdf-po.png)

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## Print Purchase Orders

You can print the details of any purchase orders. Here’s how:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Select the purchase order you want to print.
*   Click the **Print** icon in top of the page.

![Print Purchase Orders](/books/help/images/purchase-order/print-po.png)

*   Check the Preview and click **Print**.

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## Attach Files with Purchase Orders

You can attach files to your purchase order. This can be done through:

*   **Drag & Drop**: Upload files from your system (a maximum of 5 files, each of 5 MB).
*   **Cloud**: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
*   **Documents**: Upload from the Documents folder in Zoho Books.

To attach files to your purchase orders:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Select the required purchase order.
*   Click the **Attach** icon in top of the page.
*   Select the desired option and attach your file(s).

![Attach Files in Purchase Order](/books/help/images/purchase-order/attach-po.png)

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## Clone Purchase Orders

You can create a purchase order in Zoho Books with details similar to an existing one by cloning it. Here’s how:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Click **More** icon in the top bar and select **Clone**.
*   Review the new purchase orders and save it.

![Clone Purchase Orders](/books/help/images/purchase-order/clone-po.png)

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## Mail Purchase Order

You can email any of the purchase orders to your vendors. Here’s how:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Select the purchase order you want to email to your vendor.
*   Click the **Email** icon in top of the page.
*   Check the preview of the email and click **Send**.

![Mail Purchase Orders](/books/help/images/purchase-order/mail-po.png)

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## Delete Purchase Order

You can delete any purchase orders that you’ve recorded in Zoho Books. Here’s how:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Select the purchase order to delete.
*   Click **More** icon in the top bar and select **Delete**.
*   Click **Proceed** to confirm.

![Delete Purchase Orders](/books/help/images/purchase-order/delete-po.png)

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## Export Purchase Orders

You can export all the purchase orders in Zoho Books in the **CSV** or **XLS** format. Here’s how:

*   Go to **Purchases** in the left sidebar and select **Purchase Orders**.
*   Click the **More** icon in the top bar.
*   Select **Export Purchase Orders**.

![Export Purchase Orders](/books/help/images/purchase-order/export-po.png)

*   Enter the necessary fields.
*   Click **Export**.

![Create Purchase Orders](/books/help/images/purchase-order/export-po2.png)

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**Next >**  
[Purchase Order Preferences](/bh/books/help/purchase-order/preferences.html)

**Related**

*   [Overview - Purchase Orders](/)
*   [Basic Functions in Purchase Orders](/bh/books/help/purchase-order/basic-functions.html)
*   [Functions in Purchase Orders](/bh/books/help/purchase-order/functions.html)
*   [Manage Purchase Orders](/bh/books/help/purchase-order/manage-po.html)