WooCommerce Purchase Order Gateway is a payment gateway extension for WooCommerce that allows customers to place orders and pay later by using purchase orders (POs). This is particularly useful for businesses that want to cater to wholesale customers, educational institutions, government entities, or other organizations that typically make purchases on credit or with purchase orders instead of immediate payment methods like credit cards or PayPal.
By integrating this gateway into your WooCommerce store, you allow customers to complete their checkout process without having to pay upfront. Instead, they can submit a purchase order, which can then be processed manually by the store owner or admin. The order is completed only when the payment is confirmed.
Key Features of WooCommerce Purchase Order Gateway:
- Enable Purchase Order Payments
- Customers can select Purchase Order as a payment method at checkout, allowing them to complete the order without immediate payment.
- Customizable PO Number
- You can configure whether customers need to provide a purchase order number when completing their order. This is often used in B2B or wholesale environments where POs are common for tracking and billing purposes.
- Manual Order Confirmation
- The store owner or admin manually verifies the purchase order and approves the order. Once payment is made (often via wire transfer, check, or other offline methods), the order can be marked as "Processing" or "Completed."
- Payment Status Management
- You can manage the payment status of orders based on whether the purchase order has been confirmed and payment has been received, making it easy to track outstanding or pending payments.
- Custom Instructions for Customers
- Customize the instructions shown on the checkout page to guide customers on how to complete the purchase order, providing clear details about your payment terms, order approval process, and payment methods.
- Conditional Display
- You can restrict the Purchase Order Gateway to specific user roles, such as wholesale customers, registered business accounts, or institutions that typically use purchase orders.
- Invoice Generation
- When an order is placed using the purchase order gateway, you can generate an invoice to send to the customer, or they can download it directly. This helps formalize the transaction and provide the necessary documentation for the customer.
- Seamless Integration
- The Purchase Order Gateway works well alongside other WooCommerce payment methods and integrates into your existing checkout flow, maintaining a smooth user experience.
- Support for Multiple Currencies
- If your WooCommerce store supports multiple currencies, the purchase order gateway can handle orders in different currencies, which is essential for international wholesale and B2B transactions.
- Order Notes for PO Details
- Admins can add order notes to provide internal details about the status of a purchase order or any special instructions that might be required during the manual processing of the payment.
Benefits of Using WooCommerce Purchase Order Gateway:
- Ideal for B2B Businesses
- This gateway is particularly beneficial for wholesale stores or businesses that cater to corporate clients. Many B2B customers prefer to place orders via purchase orders rather than paying upfront, and offering this option helps attract this type of clientele.
- Flexible Payment Terms
- Offering a purchase order option can help foster trust and create a stronger relationship with customers who may not have immediate funds but are expecting to pay later on terms, such as Net 30, Net 60, or other credit terms.
- Improved Order Management
- Using purchase orders can streamline your order management process, as you can track and approve orders manually before confirming shipment. This can prevent fraud or mistakes by giving you time to verify details.
- Manual Payment Handling
- For customers using POs, you can manually handle the payment method, whether via checks, bank transfers, or other offline methods. This is helpful for businesses that don’t wish to rely on online payment gateways for all orders.
- Customer Convenience
- This option gives customers the ability to place large or important orders without needing to make an immediate payment, which can make purchasing from your store more convenient for institutions or larger organizations.
- Professionalism and Trust
- Offering a purchase order option demonstrates professionalism and builds trust with business customers who expect to purchase items on credit. This is especially beneficial if your customers are in industries like education, government, or corporate procurement.
Use Case Examples:
- Wholesale Business: A wholesale store selling bulk goods to businesses can allow customers to place orders using purchase orders. The store can then verify the PO, confirm payment terms, and ship the products once payment is received.
- Education and Government: Schools, universities, or government agencies often require the ability to place orders via POs. This gateway allows them to use your WooCommerce store while still adhering to their internal purchasing processes.
- B2B E-commerce: If you're running a B2B e-commerce site where your clients are businesses purchasing items in bulk, using purchase orders can streamline your process, giving your clients a smoother, credit-based purchasing experience.
How to Set Up WooCommerce Purchase Order Gateway:
- Install and Activate: First, you need to install and activate the WooCommerce Purchase Order Gateway extension on your WooCommerce store.
- Configure Settings: Navigate to WooCommerce settings, then to the "Payments" tab. Enable the Purchase Order gateway and configure the necessary settings, such as whether to require a PO number, the instructions for customers, and any conditions based on user roles.
- Customize Instructions: Provide specific payment instructions, like where customers can send the payment or how to complete the PO process.
- Test the Gateway: After setting up, make sure to test the purchase order option by placing a dummy order to ensure the process works smoothly from both the customer and admin perspectives.
