The PO Codes app adds purchase order codes as a payment method during checkout.
Purchase order codes are commonly used for business-to-business purchasing. A customer enters or selects a PO code when placing an order, the distributor uses that code when invoicing the company, and the company later pays the distributor according to its normal purchasing process.
Prodigy records the PO code with the order and treats the order as paid.
In this article, you will learn about:
- Enabling PO Codes
- Customizing the checkout label
- Using text input or predefined codes
- Controlling PO Codes for customer groups
Enabling the PO Codes App
To get started, navigate to Apps from the left sidebar menu.
Locate the PO Codes app and click Enable.
Once enabled, PO Codes becomes available as a payment method during checkout.
Customizing the PO Code Label
Use the PO Codes Label field to control the wording customers see during checkout.
For example, the label could be:
- Purchase Order Code
- Department Code
- Cost Center
- Internal Billing Code
Choosing How Customers Enter a PO Code
Under Configure the display of the PO code input field, choose one of the following options:
- Text Input
- Dropdown with Predefined Codes
Text Input
Use Text Input when customers should enter their own PO code.
The customer can enter any value into the field during checkout.
This is useful when each company or order uses a unique code that is not known in advance.
Dropdown with Predefined Codes
Use Dropdown with Predefined Codes when customers should select from a list of codes created by the store.
When this option is selected, the Predefined PO Codes section appears.
Enter at least one code to make the dropdown available during checkout.
You can add multiple codes, such as:
- Marketing
- Purchasing
- HR
- Accounting
Customers will select one of the available codes instead of typing their own.
To remove a predefined code, click the x next to it.
How PO Codes Appear on Orders
The entered or selected PO code is saved with the order.
It may appear in:
- Order details
- Invoices
- Connected integrations
- Other order records where payment information is included
Prodigy treats an order placed with a PO code as paid.
The distributor is then responsible for invoicing the company and collecting payment outside Prodigy using the submitted PO code.
Customer Group PO Code Settings
PO Code behavior can be customized for individual customer groups.
Restricting PO Codes
PO Codes can be disabled for specific customer groups by going to Settings → Customers → Customer Groups. Then click on a specific Customer Group to edit it, and find the Payment Method Restrictions section and click Edit Restrictions.
Then, you can choose to restrict Purchase Order Code as a payment method for that group, which means that group will not see PO Codes as an option at checkout. Conversely, you can restrict all other payment methods to make PO Codes the required payment method. Note that all payment methods cannot be restricted for a group. Also note that the Guests group is unable to use PO Codes as a payment method.
Overriding Default PO Code Settings
From the customer-group settings, enable Override default PO Code settings to replace the general PO Code configuration for that group.
When this option is enabled, you can:
- Enter a group-specific PO Codes label
- Choose Text Input or Dropdown with Predefined Codes
- Control which predefined codes are available to that group
If the override is disabled, the customer group uses the general settings configured in the PO Codes app.
For example, the general store may include the codes Marketing, Purchasing, HR, and Accounting, while one customer group is only allowed to select Purchasing and Accounting.
That's everything you need to know about PO Codes.