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Assign Office Contacts to PO

Assign Office Contacts to PO Users can now designate a primary office contact and add additional contacts to an office. The primary office contact will be the default contact when creating a purchase order. Once additional contacts are added to the office, these will be available within a multi-select field on the create/edit office pop-up. Users can select from any contact that is associated with the office for PO assignment. To utilize this new feature, follow the steps outlined here:  

  • Navigate to Settings > Offices  
  • Click on the ellipses next to an existing office and select Edit  
  • In the Edit Office pop up, use the multi-select under the Additional Contacts heading to select existing users as additional office contacts then click Save 
  • Now when assigning POs associated with this office, the primary and all additional office contacts will be available for assignment