Tip #254 – When Your Customer Requires a Purchase Order…


Tip #254
When Your Customer Requires a Purchase Order…

If you have a customer that requires you get a purchase order each time they order something, you must tell flowerSoft of this requirement.

Here is how you do it.

Go into the customer’s profile record, updated and enter a Y in the P.O. field…

You don’t really have to update the record

Instead of hitting U to update it, you can just hit P and select the purchase order option. This acts as a toggle switch on the field.

If the field is not set to Y, it will set it to Y. If it is set to Y, it will set it to N.

The next time the customer orders from you, flowerSoft will inform you that…

and then it will ask you for…

Which it will then place on the statement description field of the order…

Unfortunately, this is not a searchable field, so you will not be able to use an index to find an order with a certain p.o. number.

However, you can bring up the client’s orders by account number, do a browse and load a browse called “statement description”, which will show you the p.o. number if one exists.

 

 

 

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