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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:
- From the Main Menu > Customers > Manage Customers.
2. 2. Select the Customer Name from the list or use the search field.
3. 3. Click "Edit Contact"
4. 4. Click "Options" from the tabs available.
5. 5. Click the box "Requires Order Number" field.
6. 6. Click "Save" to complete.
7. When creating an order for this Customer, the system will not allow the transaction to be saved until a PO number is entered. The PO number is recorded on the same screen that requires a delivery/collection date.
