Adding a Purchase Order to a Quote or Existing Order

Created by Steve Hoover, Modified on Tue, Oct 1 at 2:10 PM by Steve Hoover

Requires Instructor Access or instructor provided third-party access link

You may add a Purchase Order (PO) to your existing quote (or invoiced order) on the Billing & Licensing page. On each quote or order will be a column of buttons for actions that you may apply on that quote.

Clicking the "Set PO Reference" button will allow you to add a purchase order to the quote (and to the invoice that will be generated once the "Place Order" button is clicked).