How to Provide a Document Upload Option for Purchase Orders

Overview
This article focuses on enabling and configuring a document upload feature for customers using the Purchase Order (PO) payment method in your Infigo storefront. By allowing users to attach files during checkout, you can streamline processes that require additional documentation such as invoices, authorization forms, or reference sheets.

By implementing a PO document upload, you can ensure all relevant information is collected up front, reducing follow-up requests and increasing the efficiency of your order workflows.

• Easily enable the PO payment method and include a file upload option

• Ensure customers are able to attach required documentation before completing their order

• Customize how the PO number and file upload requirements appear in checkout

Use Cases or Scenarios

• Contractual Orders: Customers regularly attach large contracts, quotes, or other proof-of-purchase documents.

• Proof of Eligibility: Some businesses may require an eligibility document (e.g., a non-profit certificate, membership info) during checkout.

• B2B Clients: Companies often need to reference their internal requisition or project numbers and attach supporting paperwork for tracking.

Key Settings Involved

1. Purchase Order Payment Method

   • Location: Admin > Configuration > Payment Methods > Edit [Purchase Order row] > is Active

   • Must be enabled before you can allow document uploads.

2. PO Payment Method Configuration

   • Location: Admin > Configuration > Payment Methods > Configure [Purchase Order row]

   • Enables you to configure whether customers can upload a file as part of their purchase order details.

Detailed Steps

1. Enable the PO Payment Method

   1. In your Infigo Admin, go to Admin > Configuration > Payment Methods

   2. Locate the Purchase Order payment method, edit and check the box to enable it (if not already enabled).

   3. Click Save.

2. Configure PO Document Upload

   1. While on the Payment Methods page, select Configure for the Purchase Order payment method.

   2. In the configuration options, look for the Document Upload setting.

   3. Enable or disable document upload according to your preference.

   4. Optionally, decide whether the PO number is mandatory (so customers must fill it in).

   5. Click Save.

   6. 

3. Test the Upload Feature

   1. Open your storefront’s checkout and select Purchase Order as the payment method.

   2. Confirm the document upload option appears and functions as expected.

   3. Verify the uploaded document is accessible in your order details.

Related Links

• Control Available Payment Methods (Academy)

• Mandatory PO Number (Academy)

For additional guidance, head over to the Infigo Academy (https://academy.infigo.net) or contact our Customer Support team.