Here’s how to configure
- Go to Settings > Options.
- Scroll down & find Enable PO number in enquiries toggle button.
- Turn on it & Save your changes.
Here’s how it work
- When adding a new enquiry & when customer type is Landlord, Business, Construction Company, Letting Agency, FMC or PB new row add as Purchase order number.
Flobot can recognize PO number is exist or not.
- Also user can upload PO PDF or any file when creating new inquiry. That file automatically saved in the document store when it convert as order.
- In the order summary there’s a purchase order number as new row. If user want to update purchase order number can update it on order edit view.
- Purchase order number automatically appearer invoice & invoice PDF.