Configure default PO custom field values by supplier

You can set default values for purchase order custom fields on each supplier. Defaults are prefilled when you create a PO for that supplier, and users can still change the value on the PO.

Before you start

Create the purchase order custom field definition first. The field must be available for the supplier before you can set a default value for that supplier.

Set supplier default values

1. From your app, go to Suppliers.

2. Open the supplier you want to configure.

3. In the Purchase order custom field defaults card, click Edit.

4. Enter the default values for this supplier.

The fields shown here depend on the custom field definitions available for this supplier. If a field does not need a default value, leave it as No default.

5. Click Save defaults.

The default values are saved for this supplier.

How defaults work on purchase orders

When you create a PO for this supplier, the app preloads the supplier’s default values into the PO custom fields.

Users can keep the default value, change it, or clear it before saving the PO. The value saved on the PO is the value used on the PO details page, PDFs, exports, and email templates.