You can set your store or epro site up to accept payment by either Credit Card OR Purchase Order details to be entered, as well as allowing both (which enables the customer to choose how to pay).
In the case where you are expecting an order to have been placed via credit card, but the details are omitted, you can tell the order has been placed via Purchase Order
by looking at the order confirmation, and on the left hand side there is a Purchase Order reference, instead of a Credit Card reference on the right (see screenshot to the right).
You can change this setting, to force payment one way or the other at both a site and user level:
SITE LEVEL:
- Log into the dealer admin area
- Select 'Edit existing websites'
- If the option is provided, click on the appropriate company name
- Click on 'General Settings'
- There is a menu option called 'Place Orders via Purchase orders' - this has 3 dropdown menu options:
- Payment by either PO or Credit Card
- Payment by Purchase Order only
- Payment by Credit Card only
- Select the appropriate option and click on the update button
- Now the entire site will be set to accept payment in this way, unless you apply a setting at user level.
USER LEVEL:
- Log into the dealer admin area
- Select 'Edit existing websites'
- If the option is provided, click on the appropriate company name
- Click on 'Edit User'
- Search for the user in question and click on the 'edit icon'
- There is a menu option called 'Place Orders via Purchase orders' - this has up to 5 dropdown menu options:
- Use default site settings (this is the default)
- Disable Purchase / View Only / Remove Buy Button *EPRO ONLY*
- Payment by either PO or Credit Card
- Payment by Purchase Order only
- Payment by Credit Card only
- Select the appropriate option and click on the update button
- Now the user will be set to accept payment in this way, and this will overwrite the Site level setting.
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