Steps to add a purchase order number to a booking
Step 1 - Open the client record and select the bookings tab.
Step 2 - Select either Adverts, Content or Miscellaneous tab.
Step 3 - To open the booking click on the centre of the the blue box (gold for premium pages).
Step 4 - Enter the purchase order number in the PO field, located below the list of bookings, bottom left of the screen.
Step 5 - Click Save Booking to update.
Multiple purchase order numbers
If a client makes a block booking and raises separate purchase order numbers for each issue, then the booking should be added to MagManager as individual bookings in order to add the PO number to each one.
UPDATE: While the PO number field can be updated after each issue's invoice has been raised, and you are ready to raise the next invoice, this would rely on you remembering to update the purchase order number field each month. Therefore we would still recommend adding each advert as a separate booking to match the client's individual purchase order numbers. After all, if the client wanted them all together as one booking they would have supplied just the one purchase order number.
Purchase order number on the invoice
The purchase order number is pulled through to the invoice, provided the token 'Invoicing Reference' is on the Invoice document template. The token is there by default, however if the template has been edited the instructions below explain how to add it to the invoice document template.
Steps to add the invoicing reference token to the invoice document template
Step 1 - Go to the main Settings page.
Step 2 - Under Admin > Select Document Templates
Step 3 - Select System Documents.
Step 4 - Select Invoice (the standard document) - from here you can add the token to the document template. Click the area of the document where the token should be added. Then locate the token from the tokens section on the left side of the editor by selecting Invoicing > Reference.
Step 5 - Click Save to update.
