How to Set Up a Purchase Order Store

Is the organization you are working with paying for all the products purchased themselves? Do you want the end customers to not pay for anything at checkout? You don't need to add $0 products! Our software makes it easy to set up a Purchase Order store. 

Click here if you want to open a store that's a mix of Credit Cart and Purchase Order products.

 Setting Up PO Store

Step 1: Locate the store you would like to make a Purchase Order store.

Step 2: Click Edit Store.

Note: Calculated taxes cannot be used on a Purchase Order store. If you need to collect taxes, you must set up a manual tax on the store. Click here to find out how to add a manual tax.

Step 3: Click on the Payment & Info tab. 

Step 4: In the How do you want to handle payment section, click on Custom to set this store up as a PO store.

Pro Tip: You cannot change this setting if orders are already placed in a store.

Step 5: Type in a name and a description for this Purchase Order.

Pro Tip: You can see the Purchase Order name and description in the Order Report. 

Step 6: Click on the box next to Collect billing info? if you want to collect the customer's billing information at checkout.

Step 7: Click on the box next to Hide Prices? if you want to hide all the prices in the store. This is useful when you don't want the end customer to see any prices in the store.

Step 8: Once finished, click on the Save button.

Pro Tip: Coupons and rebates will not work on a PO store. If a customer checks out with a rebate or coupon on a PO store, they will not receive any sort of discount. In order to use a coupon, you must set the store up with credit card payment options.

Starting on Feb 1, a fee of $0.99 on all orders that total $0. This excludes orders that have a gift card or coupon applied! 

The store is now set up as a Purchase Order store! If you would like to set up a store with a mix of Credit Card and Purchase Order items click here.