Purchase Orders

General ShopSite user discussion

Purchase Orders

Postby ckm1966 » Fri Jul 27, 2007 10:36 am

I selected purchase orders as a method of payment because we do accept these from ongoing customers. However, when I do a test check out, the order is not filed in the order database, nor is the email to let us know we have received an order.

I have checked every possible setting I could find to no avail.

The only thing I can not verify or disprove is a one sentence bit that says your shopsite must be authorized to accept purchase orders, but does not indicate how one would do that.

If anyone is currently using purchase orders, I would appreciate any insight you can provide.
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Postby Jim » Fri Jul 27, 2007 1:25 pm

There is no special setup or program that is needed to handle Purchase Orders. All you need to do is check the box on the Payment setup screen in the back office. Once that is done there will be an option in the Payment box of the shopping cart to select Purchase Order as the method of payment. On the billing screen of the shopping cart there will be a box for them to enter the Purchase order number. The Thankyou screen and receipt will show that a Purchase Order was used as the payment method and the number will be stared out.

In the backoffice of the store the order will show
Payment type: Purchase Order
Purchase Order Number: 12345 (where 12345 is the purchase order # they entered)

How you set someone up to be able to use purchase orders (authorize) and how you handle them after one is received is not done in ShopSite and would have to be setup by you. ShopSite will not automatically bill for a purchase made using a purchase order.

As far as your test order not showing up and the email not being received check and make sure you used a valid email (I mistyped mine when I was testing it on my store and didn't get the email ;-)) Also see if you get and order if you enable and use the COD method.
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Postby bakerman » Wed Aug 22, 2007 11:18 pm

Would anyone share how they handle customers who want to use purchase orders? Specifically how you verify they will pay you.
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