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Sales Orders: Customer Purchase Orders

Customer Purchase Orders used as payment authorization are managed on the linked Sales Quote, not on the Sales Order. This keeps the payment evidence, review, and approval decision with the quote that the customer accepted.

How it works

  1. On an accepted Sales Quote, select Purchase Order as the payment method and upload the customer's PO as a PDF.
  2. Confirm the PO number and submit it for internal review.
  3. An internal user approves or rejects the submitted PO. Approval marks the quote payment as paid and creates the linked fulfillment Sales Order when one does not already exist.
  4. From the paid quote, use Show Purchase Order to view the submitted document.

For the full procedure, including replacement after rejection and public checkout, see Payments and Checkout.

Effect on Sales Orders

  • A Sales Order does not have a separate card or PO payment workflow.
  • The legacy Sales Order PO action redirects users to the linked Sales Quote payment page.
  • A Sales Order linked to a quote cannot be completed until the quote's payment status is Paid. If payment is outstanding, Velosity sends the user back to the quote checkout.
  • Orders created without a linked Sales Quote do not have a quote payment record to manage.