Configuring PO Flow settings

Configuring PO Flow settings

PO Flow's settings are organised into tabs in the Settings section, accessible from the left navigation. Here is an overview of what each tab contains.

General tab

• Merchant logo — upload your logo to appear on all PDF documents.
• PO number prefix — set the prefix for your purchase order numbers (e.g. PO-). Cannot be changed after the first PO is created.
• RTS number prefix — set the prefix for return to supplier document numbers.

Purchase Orders tab

• Custom shipping carriers — add carriers that appear in the carrier dropdown on POs.
• Custom PO types — categorise your POs with custom type labels (Growth/Pro).
• Cost management — configure cost update on receipt method and confirmation settings (Pro).

Email tab

• Sender name — the name that appears in the From field of emails sent to suppliers.
• Reply-to email — where supplier replies will be directed.

Approvals tab (Pro)

• Enable or disable approval workflows.
• Manage approvers and workflow rules.

Integrations tab (Growth/Pro)

• Connect and manage QuickBooks Online.
• Connect and manage Slack via Hollis AI.