PO #

Terri B. shared this question ago

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Where do I enter a PO number on a the quote/contract?

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IO S. ● 7 years ago

We use the Lead ID as the Purchase Order number. It shows as the Quote ID on the quote page and the Order # on the contract template. But they're all the Lead ID and we do the same for PO # currently.

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Terri B. ● 7 years ago

But our clients give us their purchase order in which they are approved to use the funds?

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IO S. ● 7 years ago

This sounds like you'll want to add it as a custom Optional Field. Hit edit and add a new one at the bottom. You'll want to use the "short text" type and check the box to add it to the lead. It will show up as a new field under the venue address on the leads page when editing a lead. It will display it's template variable after you're done creating it so that you can add it into the contract template or quote page template wherever you'd like.

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