Purchase Orders

This feature enables registrations to be purchased via the WebReg module by entering a Purchase Order number instead of a payment.  If enabled, a Purchase Order Number option checkbox will display near the Checkout button of the client’s cart.  If the client checks the Pay by PO checkbox, they will be prompted to enter billing information and a PO number.  The PO number field is required.  If the client desires to change the payment type before the final checkout, they can navigate back to the cart to restart the payment process.

Applies To:    Enterprise    Plus    Basic

There are two methods to enable the Purchase Order option.

• Branch Profile:   This option enables purchase orders on a global basis.  If enabled, the Purchase Order option will be enabled for all WebReg purchases.
• Course Section:  This option enables or disables purchase orders for the specific Course Section only.  If the Course Section option is not enabled and the Branch Profile option is enabled, the Purchase Order option will be enabled for all WebReg purchases.

To Enable Purchase Orders at Branch Profile

• Go to Admin/Security > Settings > Web Options.
• Locate the [Allow Purchase Orders] option.
• Select from the following option.  If selected with the “-Scan” option, the client must upload a PDF version of the purchase order to be able to complete the purchase.
  • No: The Purchase Order option is disabled.
  • All: The Purchase Order option is enabled for all clients.
  • Billing: The Purchase Order option is enabled for all clients where a credit level greater than zero has been set.  The credit level available is ignored during a purchase order registration. The Client's credit level is set in their profile.
  • Corporate:  The Purchase Order option is enabled for all corporate clients.
• Save changes.

To Enable Purchase Orders at Course Section

• Go to Main Menu > Services > Sections.
• Edit the desired Course Section and go to the WebReg Settings panel.
• Locate the [Allow Purchase Orders] option.
• Select from the following option.  If selected with the “-Scan” option, the client must upload a PDF version of the purchase order to be able to complete the purchase.
  • Branch: The Purchase Order option takes on the value of the Branch setting.
  • No: The Purchase Order option is disabled regardless of the Branch setting.
  • All: The Purchase Order option is enabled for all clients.
  • Billing: The Purchase Order option is enabled for all clients where a credit level greater than zero has been set.  The credit level available is ignored during a purchase order registration. The Client's credit level is set in their profile.
  • Corporate:  The Purchase Order option is enabled for all corporate clients.
• Save changes.

Details and Exceptions

• When both Branch and Course Section have the Purchase Order option enabled, the Course Section setting takes precedence over the Branch setting.
• If the client has multiple registrations in the cart and at least one registration accepts Purchase Orders, then by default the entire order will accept a Purchase Order. The client would need to make separate transactions if they desired to pay for some courses via Purchase Order and other registrations via credit card.
• In a multi-Branch WebReg setup, the Branch setting for the Allow Purchase Orders option is derived from the administrative Branch (Z-Branch), not the Branch of the Course Section.