When reviewing a Purchase Order (PO) from a SourceDay email, you can customize which columns appear in the PO view. This helps you focus on the information needed to review and respond to the order.
Manage columns
Step 1: Open the PO
Open the SourceDay email notification and click Review and Accept to open the PO.
Step 2: Open column settings
Click Manage Columns on the right side of the screen.
Step 3: Customize your columns
Show or hide columns
Use the toggle next to each column name.
Blue = Visible
Gray = Hidden
Reorder columns
Drag and drop column names to change their order.
The list order determines how columns appear in the PO view.
Note:
This only affects the scrollable columns in the PO view. Quantity, cost, and date columns remain fixed.