Applies to Version(s): 3.9.0 or Current

Complexity Level: Easy

Estimated Time for Completion: 5 minutes


Overview 

A Purchase Order (PO) is a document sent by buyers to sellers that authorizes a sale or purchase transaction. It has the lists of items the buyer agrees to purchase at a certain price point. It also contains the delivery date, terms of payment for the buyer and the PO number that will be used to track the purchase. 


How to Setup Purchase Orders

You can setup Purchase Orders as a custom payment method. 


  1. In your control panel, click the Settings > Payment & taxes >> Payment Methods.
  2. On the Payment Methods page, click the Add Payment Method on the right.
  3. In the Choose Payment Method drop-down, select Custom Payment option. 


custom-payment-option

   

     4. Add Purchase Order (Offline Payment) in the title. 

    5. Checkout Page Instructions:  you may want to use this section to put in some instructions that explain how to send in payment for their order or maybe even some messaging about any net terms you would like them to agree to.

    6. Thank You Page Instructions will show on the cart’s Thank you page or the Completed page that shows up after the user finishes the checkout process. 

    7. Select Activate.


purchase-order-settings


Now that your new Purchase Order payment method is enabled go test it out by going into your storefront, adding items to your cart, and proceeding to checkout. You should see your new Purchase Order payment methods as one of the payment options.