Customising your purchase order

Go to Settings & tools → Purchasing → Purchase Order Customisation.

Choosing a template

Pick the Template. Line item and footer settings apply when the template type is Default.

What appears on each line

Ordering in packs rather than units

Products can carry pack sizes, and a purchase order can be printed in packs rather than individual units. This matters because you count stock in units and your supplier may sell in packs — ordering 12 when they ship boxes of 12 is a common and expensive misunderstanding. Printing in pack sizes means the order says what the supplier will read.

Pack sizes are defined on the product. Open the product and, in the Pricing section, the Purchase Price is entered against a Pack Size with a Conversion that produces the Unit Price and its unit of measure. So you record what your supplier charges for the box, and Turbo carries the cost per unit downstream — stock valuation, margin, etc.

Footer text

Footer Information takes your standard terms for the bottom of every order. We recommend keeping it to around a paragraph, no more than 15 lines.

Related screens

The Purchasing settings section also holds Goods Receipt Customisation and Internal Instruction Templates — reusable internal instructions you can drop onto a purchase order, so standing instructions to the yard or to a supplier don't have to be retyped each time.

Maintaining them: Settings & tools → Purchasing → Internal Instruction Templates.

Using one on an order: while creating or editing a purchase order there is an Internal Instructions field, on the far right of the screen on the same line as the product search. It takes free text, and beside it a Template button lets you pick one of your saved instruction sets — selecting one inserts its text into the field.

So it's free text with a shortcut, not a locked-down picker. You can drop in the standard instruction and then add the one line that's specific to this order.

What to put in a template. Anything your yard or your supplier is told every single time and occasionally isn't: delivery windows, gate codes, where to leave pallets, which door, who to ring on arrival, packaging requirements. The value isn't saving typing — it's that the instruction stops depending on whoever raised the order remembering to add it.