HCL Commerce Enterprise

Adding a purchase order to an account

Use the HCL Commerce Accelerator to add a purchase order to an existing business account.

Procedure

  1. Open HCL Commerce Accelerator.
  2. Click Sales > Accounts. The Account List page displays, containing business accounts currently defined for the selected store.
  3. Select the check box to the left of the business account that you want to work with. Click Change. The Account notebook opens.
  4. When you open the notebook, the Customer page is displayed. From the left navigation frame, click Purchase Order. The Account Purchase Order page is displayed.
  5. Click Add. The Add Purchase Order dialog displays.
  6. To specify a maximum spending amount for this purchase order, select Spending limit, type the amount, and select the type of currency to use.
    Note: The maximum spending amount is tracked and validated against the accumulated amount of the purchase order.
  7. Click OK to save the purchase order.