Enabling the purchase order field for customers

  1. In the Business Center, assign the user to a role that has the Purchase Order Number feature element. After you assign a user to the role, the purchase order number field is displayed during the review step of the checkout process. Note that this user can also see purchase order numbers on the Dashboard Recent Invoices, Invoice List, and Invoice Details widgets.
  2. To require a user to specify a purchase order number, assign the user to a role that also has the Mandatory Purchase Order Number feature element.