Purchase Orders Preferences

In this help document, you’ll learn the preferences you can configure for the Purchase Orders module in Zoho Spend.

To access the Preferences for the Purchase Orders module:

Go to Settings in the top right corner of the page.
(OR)
Click Settings on the left sidebar.
Click Purchase Orders under Procurement.

General Preferences

In the general tab, you can configure the following preferences:

Close Purchase Orders

In the When do you want to close purchase orders to be closed? section, you can choose when purchase orders in your organization can be closed. You can choose from the following:

When a purchase receive is recorded
When a bill is created
When receives and bills are recorded

Terms and Conditions

If you want to display the terms and conditions of your company in the purchase orders sent to vendors, you can enter them here. The terms and conditions entered here will be automatically reflected in all the purchase orders created in your organization.

Notes

If you want to add any notes in the purchase orders sent to vendors, you can enter them here. The notes added here will be automatically reflected in all the purchase orders created in your organization.

Approvals

If your business requires purchase orders to be approved by other employees, you can configure Approvals for the Purchase Orders module in Zoho Spend.

Custom Fields

If your business requires additional fields beyond the pre-defined fields in the Purchase Orders module, you can create them using Custom Fields.

Validation Rules

If you want to set restrictions on creating or updating purchase orders, you can use Validation Rules.

Custom Buttons and Custom Links

Custom Buttons allows you to perform specific actions to purchase orders when the button is clicked. Custom Links opens an external link. You can create them using a deluge script and execute actions based on the functions you add.

Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.