We would like to have the option to delete the templates that I have with the vendors in purchase orders that are no longer used
We’re planning on moving forward with this change. Are there any other things that we should consider while we’re making this change? Is there anything else that we could do in order to make the vendor purchase order management better?
AdminAlejandro Perez (CEO, Komet Sales) commented
Hello, we're in the process of reviewing the Purchase Order Template Management and would like to hear your thoughts on this. We're planning on adding a "template manager" from which you could quickly view, edit, copy and delete PO templates.
A couple of other questions:
- Should anyone with access to creating purchase orders be allowed to create, edit, delete and copy PO templates?
- If a template is modified or deleted should other procurement users be notified via email?
- Would a feature that allows you to copy a PO template be useful?