> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.digitalpurchaseorder.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Use P.O. Components

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.

### **Video Tutorial**
Prefer a visual walkthrough? Watch our video tutorial to learn **How to Use P.O. Components**

${frame}[](https://www.youtube.com/embed/depdG6HvOEc)


### How to Set Up Components

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13062_bnojlv.png =994xauto)



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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13110_1er8fui.png =953xauto)




5. Click the **pen icon to create** and name a **component** for this section
6. **Optionally** add a **description** and **values**, set **PDF position** and **visibility**
7. Select the **component type,** and **display the section in th**e P.O. preview.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13115_1eigr3x.png =906xauto)



**PDF Placement (Optional)**
If needed, component fields can be moved to:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13142_ahedvu.png =949xauto)



**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.
 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13145_1eymrd0.png =1022xauto)




**Optional: Add values if needed**

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


 
![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13154_1x0kbaj.png =986xauto)




**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


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13163_17qo6es.png =972xauto)




### Using Components in a Purchase Order

1. When creating a P.O., go to **Tab 2** to fill in component fields
2. Finalized P.O.s will display component data:
* In the **PDF output**
* In the **View** preview (if configured)
 
| Tip: You can also use P.O. Line Components when creating items in the P.O.



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13185_lf2onl.png =923xauto)



###### Display in the P.O.

Once a P.O. is created, **all used components** can be **viewed in the P.O.** and, depending on the settings, **in the PDF as well.**



![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-05-22-at-15091_j6nklu.png =1036xauto)





###### PDF Display

During **batch printing**, all **applied components are displayed** in the PDF according to their configured settings.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-08-21-at-12182_yub5sf.png =753xauto)





###### Instant Component Visibility in PO Preview

View individual components directly in the P.O. preview without opening the P.O.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13233_1qes4sn.png =1021xauto)




###### Filter by Components

Add components to the filter list on the left to quickly narrow down your P.Os.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-04-28-at-13245_eihrs4.png =1121xauto)



${color}[#0d5068](**Questions or need help?**)
*Our customer support is always available to help with any questions or setup assistance*

**Contact us**
**Email**: [support@digitalpurchaseorder.com](mailto:support@digitalpurchaseorder.com)
Support: __+1 888 DPO 7254__
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956

[Or book a personalized support call](https://calendly.com/d/gpk-ppc-rjg)
We look forward to hearing from you.