The Options tab PO Layout | Purchase Request Layout You can customize the appearance of your purchase orders (POs) and purchase requests. Note: You can change your PO or purchase request layout at any time; changes will be applied globally thereafter to every new PO or purchase request created by any of your account users. To change the layout of your POs: 1. Click on the "Options" tab. Click on the "PO Layout" sub-tab. This will open the "PO layout" dialog box. 2. Make your changes to the PO layout. - Specify values for the "PO number prefix" (which will appear before every PO number - if you don't want a prefix, leave this field blank) and "Starting PO#" fields. - Select which things you want to include on your POs. Set formatting options such as the grid style, date format, and whether the PDF version will be in Landscape or Portrait format. You can also specify a "From" address PO e-mails in particular. - Select the location of the notes. If desired, enter in the "Additional notes..." field any text that you want to appear on each PO. This text will appear in addition to any notes you entered for the PO and any PO notes you entered for the associated vendor. - Make sure the columns you want to display are in the "Selected Columns" list. To move items from the "Available Columns" list to the "Selected Columns" list, and vice versa, click on the column in question so that it is highlighted in blue, and then use the appropriate "add" or "remove" button. You can reorder this columns. Simply click on a column in the list, and use the "up" and "down" arrows on the right. 3. Click on the "Save" button. To change the layout of your purchase requests: 1. Click on the "Options" tab. Click on the "Purchase request Layout" sub-tab. This will open the "Purchase request layout" dialog box. 2. Make your changes to the Purchase request layout. - Specify values for the "Purchase request number prefix" (which will appear before every purchase request number - if you don't want a prefix, leave this field blank) and "Starting purchase request#" fields. - Select which things you want to include on your POs. Set formatting options such as the grid style, date format, and whether the PDF version will be in Landscape or Portrait format. - Select the location of the notes. If desired, enter in the "Additional notes..." field any text that you want to appear on each PO. This text will appear in addition to any notes you entered for the purchase request and any purchase request notes you entered for the associated client. - Make sure the columns you want to display are in the "Selected Columns" list. To move items from the "Available Columns" list to the "Selected Columns" list, and vice versa, click on the column in question so that it is highlighted in blue, and then use the appropriate "add" or "remove" button. You can reorder this columns. Simply click on a column in the list, and use the "up" and "down" arrows on the right. 3. Click on the "Save" button.