Article #321 Default Purchase Order Numbers

Some customers would like to see the same purchase order number on all their transactions. This can easily be achieved with our Default Purchase Order Number feature.

QuickBooks® Configuration

To add the Default PO Number to your customer records, you must set up a Custom Field for your Customers:

1. Open the Customer Center from the main menu [Customers / Customer Center]
2. Select one of the following:
   1. Create a new Customer
      or
   2. Edit an existing Customer
3. Click on the [Additional Info] tab
4. Click [Define Fields]
5. In the Label column, enter a name such as "PO Number".
6. Put a checkmark on the Use for: Cust column, then click [Ok].
7. Now proceed with inputting a default PO number for each customer or customer job.
8. Run Solid Fusion™ so that your changes are uploaded to SolidRouteAccounting.com and are made available for the next step.

SolidRouteAccounting.com Settings

Next, log into SolidRouteAccounting.com:

1. Select the [Settings] tab
2. In the Solid Fusion™ Settings section, select the newly created QuickBooks® custom field from the drop-down list for the "Customer Default PO Num Field".
   
3. Click on [Save]

Now, on your office computer, open Solid Fusion™ and click on [Sync Now] to import the default PO number data from the QuickBooks® customer records.

Solid Sales Pro™

Once the mobiles have synced, and the salesperson creates a transaction for a customer with a default PO number assigned in QuickBooks®, Solid Sales Pro™ will pre-populate this value into the transaction's PO Number field.

If necessary, the salesperson can modify this PO number on the 1120 Set Bill Options screen.