--- title: "Customer Profile: Enabling Required PO Fields for Customers" description: "Customer Profile: Enabling Required PO Fields for Customers" --- [Skip to content](https://support.palletconnect.com/knowledge-base/customer-profile-enabling-required-po-fields-for-customers#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en) 3. [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile) # Customer Profile: Enabling Required PO Fields for Customers `` `` 1\. To streamline your billing workflow and ensure accurate record-keeping, it is possible to mandate purchase order tracking at the customer level. By navigating to a Customer’s profile and enabling the "Requires PO Number" setting, the system will automatically require a valid PO. To enable this setting, use the steps below: 1. From the Main Menu \> Customers \> Manage Customers. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-02-27/66f5aa8e-6441-48ac-b326-3a73a64dad68/ascreenshot_6c74365e8acc4035ad4fa32c7e2aba13_text_export.jpeg) `` 2\. Select the Customer Name from the list or use the search field. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-02-27/a25c9448-5765-4765-828d-373f0aae555a/ascreenshot_943ef7c2557a447c84bf24ae3cab19d6_text_export.jpeg) `` 3. Click "Edit Contact" `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-02-27/28f4469e-4884-40cc-871e-526c52058a80/ascreenshot_5b223c8ed92041079800bf12d05afe08_text_export.jpeg) `` 4. Click "Options" from the tabs available. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-02-27/a408fc49-d068-4554-81b9-96b572f32f86/ascreenshot_2256d51092b24790a5be673ee003b71a_text_export.jpeg) `` 5\. Click the box "Requires Order Number" field. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-02-27/795546fe-56ec-4061-bfe4-c0a06f1847c2/ascreenshot_2b063c761d5c4159b821564043f3f08e_text_export.jpeg) `` 6\. Click "Save" to complete. `` ![](https://colony-recorder.s3.amazonaws.com/files/2026-02-27/f0237d88-32d6-411a-a300-9769ef937c0b/ascreenshot_3d109d481e4b4ebc8b46eec3bec67329_text_export.jpeg) `` 7\. When creating an order for this Customer, the system will not allow the transaction to be saved until a PO number is entered. 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