How to add Purchase order number

Here’s how to configure 
  • Go to Settings > Options.
    1
  • Scroll down & find Enable PO number in enquiries toggle button.
    2
  • 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.
    2.1
  •  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.
    2.2
  • 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.
    2.3

    Order summery view

    Order edit view

    Order edit view

  • Purchase order number automatically appearer invoice & invoice PDF.
    Invoice PDF view

    Invoice PDF view

    Invoice view

    Invoice view