To add a customer supplied purchase order number to an order, simply click on the P.O./Sales Tax in the additional order options area.
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When you click on the P.O./Sales Tax text the Purchase Order details window will pop up:
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On this screen you will enter the Purchase Order Number supplied from your customer , the limit of the PO and also select if this order is exempt from Sales Tax. The PO Limit will do a checks and balance against the orders total and if the orders total exceeds the PO Limit, then you will be notified that the order total exceeds what was authorized on the customers purchase order.
NOTE:
P.O.’s are not required on counter orders and most customer orders, unless the customer account is setup to
require a P.O.
Related Topics
Maintain an Order
Company Name Pull-Down List
Order Type
Order Dates
Marketing Code
Stock Location
Order Line Items
Kit Components
Attributes
Duplicate Order Line
Direct Bill an Order
Add Payments to an Order
Ship-To Address
Sales Tax Exemption
Re-Order Reminders
Misc. Charges
Custom Purchase Orders
Order Documents (External Files)
Send Internal E-Mail
Send Internet E-Mail
Calendar Events
Duplicate an Order
Comments/Notations
Creating a New Customer from an Order
Override/Reset Deposit Requirements
Trigger Events
Toggle Status (Open/Quote)
Change Closed/Complete Order to Open
Scan Documents to an Order
Printing/E-Mailing Orders
Order Statistics