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Purchase Order Settings Adding Terms and Conditions

Here is a walkthrough on creating Terms and Conditions for Purchase Orders (POs) in Adaptive.

Updated over 3 weeks ago

Customize Terms and Conditions and Default Attachments on Purchase Orders

You can add a dedicated Terms and Conditions field and set default attachments when creating purchase orders. This helps streamline communication with vendors and keeps your documents consistent.

Set Default Terms and Conditions

Save time by setting a default message that auto-populates every time you create a purchase order.

  1. Go to Purchase Order Settings.

  2. Add your standard terms under Default Terms and Conditions.

  3. Click Save.

You can still edit the terms on any individual purchase order if needed.

Set Default Attachments

Automatically include standard files (like contracts or compliance docs) with every PO.

  1. In Purchase Order Settings, scroll to Default Attachments.

  2. Select or upload the files you want to include by default.

  3. Save your changes.

These files will appear pre-selected when sending a PO. You can remove or add more files at any time.

If you have any questions or want to share feedback, feel free to reach out at [email protected].

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