Purchase orders (POs) are a common way for companies to track and control spending. Purchase order is one of the standard offline payment methods supported in Adobe Commerce and Magento Open Source. When B2B of Adobe Commerce is installed and Enable Purchase Orders is activated for a company account, all orders are automatically created as Purchase Orders (PO). Company users with the required permissions can create, edit, and delete POs that they create and POs created by subordinate users.
Depending on their role, and the order, company users could be subjected to several approval rules. And depending on whether using online or offline payment methods, the flow is slightly different. Company administrators can create orders automatically, bypassing the approval rules. Because storing online payment details during the approval process is a security risk, these details are added after approval and then the purchase order is converted to a real order.
The purchase order workflow for a company can vary in a few ways:
If no approval rules are set, purchase orders can be placed and the order completed directly.
By default, a
Purchase order has been submitted for approval message is always displayed to company users, even when no approval rules are set. When no approval process is required, company users automatically receive an email informing them that the order was created and approved.
If approval rules are defined by the company administrator, users go through the approval process.
Offline payment details are entered when creating the purchase order.
Online payment details are entered after the purchase order is approved.
Purchase Orders create a snapshot of item prices, discounts, and shipping prices at the time the order was created. If the price of an item changes after the PO is created, the original price is used.
Companies use purchase orders to control what employees can purchase on behalf of the company and often set up approval rules to enforce company guidelines. Depending on the approval rules, multiple people might have to approve the order.
Approval rules are used to control spending based on company guidelines. Examples of approval rules are:
With these rules in place for a company, a company user can complete the order immediately when the order is less than $100. To learn approval rule definition, see Approval Rules
The purchase order workflow can also be different depending on who is doing the purchasing.
All these factors can have an influence on the exact checkout process.
When purchase orders are enabled for a company, the My Purchase Orders item is displayed in left panel for customers logged in to a company user account. There are three tabs that provide different purchase order lists and functions:
For more information about the supported purchase order functions available for company users on the storefront, see My Purchase Orders.
Workflows can vary depending on the payment method. To learn more about Adobe Commerce payment methods, see Payment Methods in the Sales and Purchase Experience Guide.
Purchase orders should use an In-Context checkout experience. Out-of-Context checkouts are not supported because they bypass the normal checkout flow. Generally, In-Context means the customer stays on your commerce site to complete the process. Out-of-Context is when the customer is taken to another site to complete the purchase.
For security reasons, online stores do not typically want to collect store credit card details while waiting for the approval process to complete. Therefore, if an online payment option is selected, the purchase order creator returns to the store after approval, enters the payment details, and completes the order. Examples of online payments are:
Using gift cards, store credit, or reward points with online payment methods for purchase orders is not supported. Enabling these features with online payments may cause some unexpected behavior. It is recommended that you disable gift cards, store credit, and reward points when online payments are enabled for purchase orders.
As offline payment methods, such as a money order, are handled outside the website, they are safer. Purchase orders with offline payments can be processed automatically, after any approval process.
Examples of offline payments are: