Operations CRM - Enable Multiple Customer Accounts to Place Order with Purchase Order

1. Navigate to "CRM"

   To enable multiple customer accounts to place order with purchase order, start by navigating to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyEdit", or "crmCompanyEdit". Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Search for the company

   Search for the company. You can enter the company code or name in the "Search..." field to search.

   

4. Click on the more details icon

   Click on the more details icon to view company details.

   

5. Go to the "Payment" section

   Scroll down to go to the "Payment" section.

   

6. Click "Checkout with Purchase Order"

   Click on the "Checkout with Purchase Order" field.

   

7. Turn on Purchase Ordering

   Select "Yes" to allow the customer to check out with a Purchase Order.