QB invoices have a field called PO, located above the line items. Unless your software has a field called PO, our tool leaves it blank.
How do I add a rule?
Here are the steps:
- Login to Connex.
- Select the Rules Engine link in the top right nav area
- Select the Action Menu and choose Add New Rule
How do I place the order number into the PO field?
Here is the rule:
How do I map the PO from a custom field?
For WooCommerce users, check map custom fields on our configure page. It's under the transaction tab. Here is the rule:
Replace enter field name with the custom field name from your website.