Required Purchase Order #

Feature

Version 3.1 of the Goldenseal accounting software includes the option to require a purchase order number on sales transactions made to some customers.

Use this option if some of your customers require your to include a PO number on the invoices you send them.

Suggested By

User request.

How to Use

To require PO numbers on sales, follow these steps:

1. Choose Preferences from the Options menu, and choose Income from the submenu.
2. Turn on the Require Customer PO Number checkbox.
3. Click OK.

To require PO numbers for some customers, follow these steps:

1. Choose Customers from the Accounts menu.
2. Click the Sales Setup button.
3. Turn on the Require PO Number on Sales checkbox if you want to require a PO number. Turn it off if it is not required.
4. Click OK.
5. Repeat steps 2 to 4 for each customer, or use the Replace All command to set many customers at once.

To enter a PO number on a Sale transaction, follow these steps:

1. Choose Sales from the Income menu.
2. Click the New button to enter a sale.
3. Click the More Info button to enter a PO number.
4. Click OK.

Technical Details

Note that some customers may start out with the Require PO Number on Sales checkbox turned on, since it is a brand new field that uses an empty data bit that may already contain a value. If you plan to require PO numbers, you might want to use the Replace All command on your customer accounts to turn off the Require PO Number on Sales. Otherwise Goldenseal may annoy you when entering sales for customers who do not need a PO number.

For other changes in version 3.1, click here.