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How to Configure Purchase Order Payment Method in Magento 2
Commercial customers can be allowed to use Purchase Order to afford for purchases with anterior authorization by referencing the PO number. This payment method is usually applied for wholesale orders. This time, we would like to guide you to set the configuration for the Purchase Order payment method. Noting that before accepting payment by purchase order, you should set the credit worthiness of the commercial customer to avoid any risk during the payment process.
Configure other Payment Methods in Magento 2
3 Steps to Configure Purchase Order Payment in Magento 2
- Step 1: Go to Purchase Order tab
- Step 2: Complete the fields in Purchase Order Section
- Step 3: Save the configuration
Step 1: Go to Purchase Order tab
- On the Admin sidebar, click
Stores > Settings > Configuration
. - In the panel on the left, choose
Sales > Payment Methods > Purchase Order
.
Step 2: Complete the fields in Purchase Order Section
- In the
Enabled
field, pickYes
to activate Purchase Order Payment Method. - In the
Title
field, enter a new title to change or leave the default ofPurchase Order
to recognize the Purchase Order Payment Method during checkout. - In the
New Order Status
field, setPending
for new orders to wait until receipt of payment is authorized by admins. - In the
Payment from Applicable Countries
field, chooseAll Allowed Countries
to accept Purchase Order Payment Method for customers from all countries specified in your store configuration orSpecific Countries
to approve this payment method for some definite countries which you select from thePayment from Specific Countries
list. - In the
Minimum Order Total
andMaximum Order Total
fields, set the order amounts required to qualify for this payment method. - In the
Sort Order
field, enter a number to determine the position of Purchase Order Payment in the list of payment methods that is shown during checkout (start from 0).
Step 3: Save the configuration
- Click on the
Save Config
button in the upper-right corner when you are done. - If you are notified to refresh the page cache, click the links in the notification, and follow the instructions.
The bottom line
Due to its characteristics, wholesaling usually requires lots of particular strategies especially in terms of payment options. Hence, Magento 2 stores can consider setting up the Purchase Order payment method as the guidelines above to offer an extra choice for wholesale customers. We also have other payment method configuration tutorials that you may want to read more as below. Don’t forget to leave comments and share the post with your friends!
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