Purchase Order Gateway

The purchase order gateway adds a PO field to checkout, allowing customers to enter their purchase order number. Customers can also upload PO documents directly via a convenient drag & drop area.

This gateway works with both the classic WooCommerce checkout and the newer blocks-based checkout.

How the Gateway Works #

Customers will see the PO gateway as one of the available payment gateways during checkout:

If document upload is enabled, customers will also see a drag & drop area where they can click or drag a file to upload their PO document.

Enable & Configure the Gateway #

To enable this feature, go to WooCommerce->Settings->Payments and enable the "Purchase Order" gateway.

Make sure to also enable this method in B2BKing -> Groups for your user groups. Methods can be controlled separately for each group, so you can, for example, enable Purchase Orders for your B2B users only.

The method can be further configured via the WooCommerce settings page:

Gateway Settings #

The gateway includes the following settings to control which fields are shown and whether they are required:

• P.O. Number required - Require customers to enter a P.O. Number at checkout.
• Allow document upload - Allow customers to upload a PO document at checkout.
• Document required - Require customers to upload a document (only applies when document upload is enabled).

This gives you full control over the checkout experience. For example, you can make the PO number required while keeping document upload optional, or require both.

Viewing Purchase Order Details in the Backend #

Purchase order numbers entered by customers will appear in the backend for each order when editing that order.

If the customer uploaded a PO document, a "View / Download" button will also appear next to the PO number, allowing you to open and download the uploaded file directly.

Note: The purchase order number must be issued manually using your business's own purchase order management system.

Order Status #

By default, this gateway sets orders to the "On Hold" status. If you'd like to change this, you can do so by adding a PHP code snippet to your site.

For example, to change this to the "Processing" status, add the following snippet:

add_filter('b2bking_purchase_order_status', function($status, $order){
	return 'processing';
}, 10, 2);