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:
Adding a PO Number During Order Placement (Marketplace)
Adding a PO Number to an
How to Add Purchase Order Number to Billing Reports:
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
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.
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
3. Locate the
customer account that the order was placed for. Click on the account name to
select the customer.
4. Click on the
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’
9. The PO
Number is then saved to the order details. This information is now available to
be used in your billing reports.
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.
Log into your Reseller Control panel and then click on the ‘My Subscriptions’ link at the top right.
Then click on the ‘Custom
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’
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.