Magento 2How To GuideNovember 6, 2020

How to Set Magento 2 Purchase Order Payment Method?

How to Set Magento 2 Purchase Order Payment Method?

In this tutorial, we’re going to help you set up the Purchase Order Payment Method in your Magento store. However, before configuring this PO payment method, let's find what is a purchase order and how it works for the customers.

What is Purchase Order & How it Works?

Purchase Order (PO) is one of the payment methods in Magento 2 that allows commercial customers to pay for authorized purchases by referencing the PO number. Such customers can choose this payment method and process the invoice in their accounts payable system to make the purchase. The purchase order is authorized and issued in advance by the company that is making the purchase. Customers can only use the PO payment method, if the configured conditions are met, like min/maximum order total & selected countries.

Quick Tip: Restrict Payment Methods in Magento 2

Configure Magento 2 Purchase Order Payment Method

Setting up the purchase order payment method in Magento 2 is a straightforward process and involves the following steps.

Step 1: Configure Payment by Purchase Order:

  • Login to your Magento 2 admin panel
  • Navigate to Stores -> Configuration
  • Expand Sales -> Payment Methods
  • Expand Purchase Order and fill the following fields:

Enabled: Change it to Yes. This will activate the Purchase Order at the frontend.

Title: You can enter any Title to help customers identify this payment method during checkout.

New Order Status: Set this to Pending until payment is authorized.

configure-payment-by-purchase-order


Payment from Applicable Countries: Set this to one of the following.

  1. All Allowed Countries: Customers from all countries specified in your store configuration can use this payment method.
  2. Payment from Specific Countries: When you choose this option, a list of all the countries appear and you can select specific countries to make this payment method available for them only.

magento-2-payment-from-applicable-countries


Minimum Order Total: Set the minimum total amount that is required to qualify for this payment method.

Maximum Order Total: Similar to the minimum order total, set the maximum total amount that is required to qualify for this payment method.

minimum-and-maximum-order-total-magento-2


Step 2: Position the Purchase Order on Checkout Page

Sort Order: Enter a sorting number to specify the position of Purchase Order (PO) payment method during checkout. (0 = first, 1 = second, 2 = third, and so on.)

Step 3: Save the Purchase Order Configuration

When complete, click Save Config.

This configuration will display the Purchase Order (PO) payment method in the list of payment methods in the checkout step.

magento-2-purchase-order-payment-method

That’s it for this tutorial. If you have any issue in setting purchase order payment method in Magento 2, then ask our expert Magento support team.

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