Learn more about Form Builders for Purchase Order!

 

Customizing Purchase Order Forms with AntMyERP

AntMyERP allows you to easily customize and rename fields in your Purchase Order (PO) forms making them more relevant to your organization’s terminology and processes.

To begin first go to Purchase from the lefthand menu. The purchase form will open. For example, if you want to replace “Company” with “Creator” or change “Company Address” to “Creator Address,” these edits can be made using the PO Form Builder.

Accessing the PO Form Builder

To make changes, go to the PO Index View, click on the three dots icon, and select Purchase Settings. Then, navigate to Purchase Preference and open the PO Form Builder.

Default vs. User-Defined Setup

• You’ll find two setup types — Default Setup and User Defined Setup.
• Under Default Setup, all standard PO headings (like Company Name, Company Address, Branch Name, and Location) are visible.
• To customize these, switch to User Defined Setup.
• Renaming Fields

In the User Defined Setup, click Edit to modify field names. For instance:

• Change Vendor to Supplier
• Change PO Date to Purchase Order Date
• Replace Vendor Branch and Vendor Location in place of default entries D and E.
• Managing Display and Print Options

You can control where each parameter appears in Form, Display, or Print.
For example, if the vendor contact details shouldn’t appear in the printed PO, simply uncheck the “Print” option. Similarly, elements like “Vendor Note” can be hidden from form, display, or download views as required.

After making all the desired changes then click Save. The updated fields such as Vendor Branch, Vendor Location and Supplier will now reflect in the PO form.

With this flexibility, AntMyERP ensures your Purchase Orders are user-friendly, aligned with your business language, and easier for employees to understand.