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

• 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

• 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 ...

• Customer Type Ahead

  Customer "Type Ahead" makes it quicker to find customers on AGG SMART. You can start typing any part of the customer name or company name and AGG SMART will start to suggest possible matches. The more you type, the more precise the search will get. ...

• 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 ...