Component Feature in DPO

The Component Feature lets you create custom fields for full purchase orders, such as job numbers, internal codes, or delivery methods. These fields help you standardize data, filter P.O.s, and include the info in previews and PDFs for better tracking and reporting.

How to Set Up Components

Go to the Settings section
Open the P.O. Components tab
Create a Component Section → Click the “+ Add Section” button to add a new section (e.g., Job Numbers)

Use the pen icon to edit preferences and give your new section a Title and Description

Click the pen icon to create and name a component for this section, optionally add a description and values, set PDF position and visibility, select the component type, and display the section in the P.O. preview.

PDF Placement (Optional)

If needed, component fields can be moved to:

Component Section
P.O. Head left
P.O. Head right
Hidden

Select a Field Type

Choose the field input type:

Checkbox
Radio buttons
Drop-Down
Date/Time
Date
Textfield-single line
Textarea-multiple lines

Use dropdowns for standardized options like job IDs or shipping providers.

Optional: Add values if needed

Scroll to the Values section, click the plus icon (+), and enter the desired values (e.g., Job #1001, Job #1002).

Configure Displays & Behavior

Enable the following options as needed:

Required for each Purchase Order → Makes the component mandatory for all P.O.s
Visible? → Displays the component to users
Include in P.O. preview → Shows the component in the purchase order preview
Show as filter list → Allows users to filter P.O.s based on this component