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How to enable description/row note while creating Purchase Orders?
Updated on July 20, 2021 07:26AM 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.
- Here, go to Settings → Customize App → 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.
- On clicking the Add Notes icon, you can add notes to the Items table.
- If the Add Note toggle is disabled, the add note option will not be available.
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