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Add cost lines to a Purchase Order template

Print the additional costs on a Purchase Order, and include them in the order total.

Written by Heather Worthington

If you add cost lines to a Purchase Order, you can print them on the documents you send to suppliers. You can also show a total that includes the costs. Classic and Formal templates can't be edited, so you'll need to create an editable copy first.


Add the cost lines to your template

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click Purchase Orders.

  3. In the Document tab, use the Template Name drop-down menu to select the template you want to add the cost lines to.

  4. Click the Toolbox tab.

  5. Under Basic Components, drag the Purchase Cost Lines Grid component onto the template layout.

  6. Resize the component so it shows all the cost line fields.

  7. With the component highlighted, click the Component tab, then edit the headers and fields that print.

  8. Use the Preview tab to check your changes, then click Publish.


Include cost lines in the Purchase Order total

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click Purchase Orders.

  3. Open the Purchase Order template you want to change.

  4. Delete the existing total fields, both the bold and the plain Total fields.

  5. Click the Toolbox tab, then drag the Total Incl Costs field onto the template layout.

  6. If you want to rename the label, click the header on the template and edit it.

  7. Click Save Now, then click Publish.

🤓Tip: To print a costing summary from a single Purchase Order without Doc Designer, click Print Costing at the bottom of the Purchase Order. This uses a system default template that isn't available in Doc Designer.

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