Quick Instructions � PO Spending Limitations

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PO Spending Limitations



PO limitations gives you the flexibility to create a purchase order, with or without a specific dollar amount, and give users

access to this order during checkout. Call us for PO Admin capability to create Purchase Orders with dollar limitations

which will allow orders to be submitted up to that

amount. An order cannot submit over the amount

available.





From your Stores home page

I Would Like To�

Update My Account

    Click on “Purchase Orders�









To Add a New Purchase Order

    Click “Add Purchase Order�

    Enter the PO Number

    Enter the dollar amount you wish to allocate

    -OR-

Check Unlimited for no dollar amount

Click “Add Purchase Order�

Continue with another PO or “Return to Menu�

To allow user’s access to this PO

Click “Assign�

Check the box next to the user(s)

Under Assign Po to User

When done, “Return to Menu�



To change the amount

    Click “Modify�

   Change amount



To view activity against this Purchase Order

    Click “Details�







Give users permission

To enter a different purchase order, or limit access only to the pre-assigned PO by clicking “Set Subordinate Permissions�



Choose a default Purchase Order

Number for your users by selecting the Order Number and clicking “Set Default PO�. Users will be presented with this PO

number first during checkout.





Important Note! Spending against PO $’s is only tracked for orders entered via this ecommerce system! Orders

via mail, fax, or telephone as well as credits or minor invoice adjustments are not reflected. If manual POs are

enabled for a user, spending against those orders cannot be limited.





Questions? Call our Toll Free Online Support Department at 800-513-2465 ext #2.