Include PO numbers on your documents

Some business customers need invoices that include the purchase order (PO) number they entered at checkout.

PO numbers help business customers match invoices with their internal accounting and purchasing records.

Sufio automatically creates professional invoices for ecommerce stores and lets you customize the information included on them.

This article explains how to capture PO numbers and include them on your invoices.

Capture the PO number using the Shopify B2B feature
Capture the PO number on the Cart page
Add the PO number to order notes
Customize how PO numbers are displayed on documents

Capture the PO number using the Shopify B2B feature

If you use Shopify B2B, you can add a PO number field to the B2B checkout page, allowing customers to enter their PO number when placing an order.

This feature is part of Shopify B2B (also known as Shopify wholesale), which is built into the Shopify admin.

Checkout page with PO number

Shopify B2B checkout page with PO number field.

You can also enter PO numbers when manually creating or editing draft orders for B2B customers in the Shopify admin.

If an order contains a PO number, Sufio automatically displays it on the related document.

Capture the PO number on the Cart page

You can add a PO number field to your cart page so customers can enter the PO number just before checkout. These numbers are stored asorder attributes. Shopify cart PO number

Example of a PO number field on a cart page.

To add a PO number field to the cart page:

In your Shopify admin, go to the Online Store → Themes page.
Click the Actions button, then click Edit code.
Select cart.liquid in the left sidebar. You can use the search bar at the top to find it faster.
Insert the following code snippet inside the <form> tag. The best place for the field is just before the Checkout button.

Note

The code snippet may need to be added to a different file than cart.liquid, depending on the theme you use. Often, the file is named main-cart-footer.liquid.

If your store uses cart drawer (also called an Ajax cart), in most cases, the right file is ajax-cart-template.liquid.

Add the PO number to order notes

Alternatively, you can manually add the PO number as an order note in your Shopify admin. The order note can then be displayed on your documents.

The PO number in the order note should follow the format PO: XXXXX.

For example, a note for an order with the PO number 841612 should look like this: PO: 841612.

To add an order note with a PO number:

In your Shopify admin, go to the Orders page.
Open the order you want to update.
In the Notes section, click Edit note.
Enter the PO number using the format shown above, then click Save.

Need help?

Do you need help with customizing your Shopify store theme? Please contact our experienced support team. We'll be happy to assist!

Customize how PO numbers are displayed on documents

To customize how PO numbers are displayed on documents:

In your Sufio account, go to the Design → Payments page.
To rename the field, click Rename next to PO Number, then enter a new name.
To move the field, drag and drop it to a new position.
Click Save to apply the changes.

The PO number is also available as the document.payments.po_number property, which you can use in your document templates.

customize PO numbers