Add PO Number field to the Customer File

In the Multifamily business, we have quite a bit of management companies that require a po but it is not always clear to our customer service what format the po should be (6 Digits, 10 Digits, Unit #, WTN #, Do Not Accept Names, etc). Payment can be denied if the po is not correct.

We like having the option to insert the po format (6 Digits, 10 Digits, Unit #, WTN #, Do Not Accept Names, etc) in the po field within the estimate in Bidpro. This is very helpful when an order is exported from Bidpro. We do not create all of our orders via Bidpro. Therefore, we would LOVE to have the PO Number field in the customer file located next to the po required check box and have it show up in any places that the po required is needed such as Bidpro and Order Entry. We should have the capability to insert the actual po given by the customer. This would be helpful when orders or estimates are created to let the person know what kind of po is required. Also, it would be much easier to keep the po required/po format in one place in the Customer File instead of checking the box in the customer file and then going to the estimate and inserting the format.