How to enable description/row note while creating Purchase Orders?

Updated on April 8, 2021 07:14AM by Admin

Purchase Orders App of Apptivo allows you to generate quotes for your customers on the products or services offered.

Steps to show the description

  • Log into your Apptivo account and navigate to the Purchase Orders App.
Purchase Orders

  • Here, go to Settings → Customize App → Master Layout.
Master Layout

  • In the Master Layout, scroll down to the Items. Click on it to view the Inspector tab.
  • In the Inspector tab, go to Actions → Add Notes. Ensure that the toggle is enabled. The toggle has to be enabled for the notes to appear while creating or updating Purchase Orders.
  • Once the changes are made, save the changes. The Notes feature will appear while creating a purchase order.
Items

  • On clicking the Add Notes icon, you can add notes to the Items table.
Add Note

  • If the Add Note toggle is disabled, the add note option will not be available.
Disabled