The Purchase Order Wallet is useful for Customers that are selected to Pay by Account. Below we will discuss what this is, and how to best use the PO Wallet to make Account Payment checkout easier.
Set Up PO Field
Note: You will need Setup Access to view information in this section.
Watch a short video below:
Go to Setup > Organization > Order Requirements. Here, you can edit how you want customers to enter Purchase Order data. To enable this feature, check the box that says "Allow Customers to Provide Fields for Purchase Order (Online)."
If you want the PO name to appear as something else, type it into the box labeled "Enable PO Number Rename."
All three payment options will show the option to input a Purchase Order number unless you check "Hide" near that payment option. If you'd like to require a PO number before a customer can check out, check the box "Required."
Read more about Order Setup Here.
Turn on PO Field for a Customer
To add the Purchase Order or By Account payment option at Checkout for a Customer, you must have this box selected:
Some accounts have enabled Payment By Account to automatically apply to a Customer that registers with Spoonfed. If you want to enable this feature, reach out to a Spoonfed Support Specialist for assistance.
PO Field in an Order
Watch a quick video here:
When adding a new order, you can select previously saved Purchase Order numbers. That will be shown under Payment Method. Typically, you only need to enter a PO number for orders that are being paid On Account.
Click the box next to what will be listed as Purchase Order, Cost Center, or whatever name you have chosen to call this field. Here you can select a pre-saved PO number. To add a new number, select the orange plus button near the drop down box.
Manage Contact PO Wallet
Watch a quick video here:
Go to the Customer Module. Select the customer you need to edit. Find their Contact Tab. Select View/Edit on the Contact you need to view.
Scroll down to find the PO Wallet. Here you can view all PO numbers saved under this Contact. You can remove them and add new numbers. Your customer can also do this on their end. Show them this article to learn how.
That is how you manage the PO Wallet on the Back Office!