SAVING PO AS A TEMPLATE

 

Saving the PO as a template is optional.  Users are able to create Purchase Order templates for recurring type transactions.  Templates can be Public or Private.

 

  • Public: All Trimac users will have access to the template
  • Private (default): Only the user that created the template will have access to it

 

  1. Click the “save as template” button





  1. Enter the template name
  2. Select “public” if applicable
    3.Save