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Mandatory Purchase Order Numbers

You can make purchase order numbers a required field for customer sales, either at a system or customer level.

Require PO numbers for all new customers

You can set all customer records (Company or Contact) to have the Always Require PO# field selected by default. To apply this change as a system preference:

  1. Go to Admin > General > Company Settings
  2. Tick the Require PO Number option
  3. Scroll down to the bottom of the page and click on Update to apply the change

Any new Company or Contact customer records created after this change is made will all have the Always Require PO# field selected by default.

Required PO number field on a Company

Required PO number field on a Contact

Require PO numbers for existing customers

Open any customer record (Company or Contact) and locate the Always Require PO# field and ensure this box is ticked – then click on Save & Close to apply the change.

Required PO field on a Company form

CRM will then make the Client PO# field on Quotes, Sales Orders and Invoices a required field for the chosen customer/s.

Client PO# field on a Quote

Note that you can also select customer records and then use the Bulk Update feature to apply this setting to multiple records at once.

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