Add a PO#, Customer, and Customer PO# to an Order | Surefront Help Center

Add a PO#, Customer, and Customer PO# to an Order Updated over 3 years agoDoug Heckmann

To add a Customer and/or a Customer PO# follow these steps:

• Go to the left menu > Categories > Select a Category > Quotes Tab > Create Order from a Quote

• Once your Order is in the Draft or Pending states, there will be the "Edit" button next to the Ref#, and if you click it you will now see the fields labeled:

  • PO# - You can assign your own unique PO# separate from the auto-generated Ref#.

  • Customer - Type in your Customer's company name here

  • Customer PO# - Enter in the PO# you received from your Customer here

Go to the left menu > Categories > Select a Category > Quotes Tab > Create Order from a Quote

Once your Order is in the Draft or Pending states, there will be the "Edit" button next to the Ref#, and if you click it you will now see the fields labeled:

PO# - You can assign your own unique PO# separate from the auto-generated Ref#.

PO# - You can assign your own unique PO# separate from the auto-generated Ref#.

Customer - Type in your Customer's company name here

Customer - Type in your Customer's company name here

Customer PO# - Enter in the PO# you received from your Customer here

Customer PO# - Enter in the PO# you received from your Customer here

• Then click the "Save" button at the bottom right of the pop-up

• You can change the data here at any time in a Pending or Draft Order. If you update anything after the Order has been confirmed, the Order will go back into the Pending state.

Then click the "Save" button at the bottom right of the pop-up

You can change the data here at any time in a Pending or Draft Order. If you update anything after the Order has been confirmed, the Order will go back into the Pending state.

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