Require a PO Number to Be Entered

You can now force a customer’s quotes to include a PO Number by adding [PO-Required] to the notes field when editing the customer. This will then be a required field when adding or editing a quote.

This is entered into the CUSTOMER's notes field, not the QUOTE notes field.

• Related Articles

• Search for customer PO number

  You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932

• Search for Customer by PO Number

  You can find customer purchase order (PO) numbers by searching PO:# Where # is the customer purchase order number. For example, searching for PO:449932 will search for purchase order number 449932

• Customer Notes (Special Codes)

  [TERMS:##] Payment terms for invoice in days (NET) [TERMS1:EOM] Terms type End of Month + days from inv date [WARN:XYZ] Adds a text warning to the customer page [PO-Required] Require purchase order number to be filled in [noInvoice] Do not set ...

• Add A New Quote for A New Customer

  If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time. First, ensure that they do not already exist in the system ...

• Using Quick Quote

  The best way to add a new customer to AGG SMART is when they call in to place an order. Simply click on Quick Quote (1) to bring out the New Quote panel (2) from the right hand side of the screen. The top section asks you to fill in information about ...