Purchase Orders in a Digital Checkout

Purchase orders are how many organizations control spending. A modern checkout should treat them as a first-class citizen, not an afterthought.

Capture the PO number early

Ask for the PO number and any reference fields during checkout and carry them through to the invoice. Some buyers need a PO per order, others per project; allow for both with optional or required fields per account.

Support attachments and approvals

Let buyers upload the PO document when their process demands it, and route orders over a threshold to an approver. Clear status messages tell the buyer whether an order is waiting on payment, approval or stock.

Key takeaways

• Carry PO numbers to invoices

• Allow per-account required fields

• Support attachments and approval routing