PO File Upload

PO File Upload

From Checkout to PO, all in one place. The Purchase Order File Upload feature streamlines B2B workflows by letting customers attach PO files directly from the Order Status page.

This ensures smoother order processing and keeps vital documentation organized in one place, the customer account page.

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PO File Upload
  • PO File Upload
Details

Make purchase orders easier to process by letting buyers attach their PO document directly to the order.

PO File Upload adds a secure upload step so the customer can submit a PDF or image of their PO during checkout or immediately after placing the order. This keeps procurement documentation tied to the Shopify order, reduces manual chasing, and speeds up approval and ERP entry for accounts that require a PO on file.
How It Works

The customer uploads a file which is stored and linked to the order record. A reference can be saved to order metafields or notes, and notifications can alert your team. The file can then be accessed by customer service, finance, or operations during fulfillment and invoicing.
B2B Use Cases
  • Accept PO documentation for orders
  • Reduce emails by keeping PO files attached to the order
  • Support internal audit trails for procurement-driven customers
  • Speed up ERP entry and invoicing with PO proof available immediately

Industries That Benefit

Manufacturing
Government, Education + Public Sector
Healthcare + Medical
Wholesale Distribution