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Reseller Control Panel Feature: Add Purchase Orders
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                                                                   Reseller Control Panel Feature: Add Purchase Orders

This document will provide the following steps required to add i) a purchase order (PO) to an Order, ii) a PO number during Order Placement, iii) a PO Number to an existing Order & iv) a PO Number to Billing Report.

                                                                                                                                        

How to Add a Purchase Order (PO) to an Order: 2

Adding a PO Number During Order Placement (Marketplace). 2

Adding a PO Number to an Existing Order. 3

How to Add Purchase Order Number to Billing Reports: 6

 


How to Add a Purchase Order (PO) to an Order:

 

Adding a Purchase Order (PO) Number to an order can be done in a few locations. The Purchase Order details can be entered during checkout from the Cloud Marketplace or it can also be added to an order that has already been submitted.

 

 

 

Adding a PO Number during Order Placement (Marketplace)

 

While placing an order for a customer account through your Cloud Marketplace you have the option to add a Purchase Order Number. The final step in placing an order will allow you to select the “Billing” options. At this point you will see the field where you can enter the PO Number.

 

 

If a PO Number is added to the order it will be available to be shown in the on-demand or periodic Billing reports.

 

 

 

Adding a PO Number to an Existing Order

 

An order that was placed without a Purchase Order number included can have one added afterwards. You’ll just need to locate the order and add the Purchase Order details to it. Below are the steps provided.

 

1.      Log into your Reseller Control Panel and switch to the ‘Billing’ side.

 

 

 

2.      Click on the ‘Customers’ link under the ‘Operations’ section.

 

 

 

3.      Locate the customer account that the order was placed for. Click on the account name to select the customer.

 

 

 

 

4.      Click on the ‘Orders’ tab.

 

 

5.      Locate the order that needs the PO Number information to be added and click on it.

 

 

 

6.      Switch to the order’s ‘Attributes’ tab.

 

 

 

7.      Then click on ‘Edit’ button.

 

 

 

8.      Enter the ‘PO Number’ and click on ‘Save’ button.

 

 

 

9.      The PO Number is then saved to the order details. This information is now available to be used in your billing reports.

 

 

 

 


 

How to Add Purchase Order Number to Billing Reports:

 

If an external customer ID has been added to a customer account it can be added into the on-demand and periodic Billing Reports. The following steps will guide you through the process of including this information into your reports.

 

 

1.      Log into your Reseller Control panel and then click on the ‘My Subscriptions’ link at the top right.

 

 

 

2.      Then click on the ‘Custom Reports’ tab.

 

 

 

 

3.      You then have the option to create an on-demand report or a periodic (scheduled) report. For our example we’ll use the on-demand option. Click on the ‘Add New Report’ button.

 

 

 

 

4.      Set a name for the report and choose the settings you want. By default, all reportable fields are included in the report. This includes the ‘Custom Account ID’ information.  Click on ‘Create’ button to finish building the report. That’s all there is to it.