Purchase order terms and conditions

In this article, you'll find information on how to add your terms and conditions to your purchase order template.

In Planyard, you can automatically include your company’s Terms and Conditions at the end of every Purchase Order PDF. This ensures your terms are consistently communicated every time you send out a PO—no manual copy-pasting needed.

Follow the steps below to activate this feature:

1. Go to ‘Company’ in the top menu row
2. Click ‘Settings’
3. Click ‘Company-Wide Features’
4. Find the setting called ‘Custom Purchase Order Terms’
5. Click ‘Manage Settings’
6. Paste or type your Terms and Conditions into the text box
7. Click ‘Save’

Once set up, your Terms and Conditions will automatically appear at the end of every Purchase Order PDF you generate.