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Record a client’s original Purchase Order

Commercial documents · Authorized quotation issuers · Available

Retain a client PO number and original file against the exact sent quotation version.

Illustrative demo image of Record a client’s original Purchase Order
Illustrative demo based on current source fields. No customer data or staging screenshot.

Notes

  • A client PO upload does not accept a quotation automatically or record payment.
  • The original remains private to the quotation issuer and authorized site users. Only reference numbers are placed on invoices.
  • Buyer-issued partner POs are visible from the Purchase orders register once issued.

How to use this function

  1. Open your issued company or partner quotation while it is Sent or Accepted.
  2. Select Record client PO and enter the client’s PO number.
  3. Upload the original PDF, PNG or JPEG up to 5 MB. Review the source and save.
  4. Use Open original PO to retrieve the private document after access is checked again.
  5. Invoices created from this quotation display its client PO references. Direct partner buyer-issued POs also appear as references on their supplier invoice.

Fields and controls shown in the demo

  • Client PO number
  • Original PDF / PNG / JPEG
  • Exact quotation version
  • Private file / integrity hash

Guide updated 2026-10-06. Release changes must update this page and its image together.

Record a client’s original Purchase Order | SSF Ops Wiki