Business Order Information

Business Order Information

Collect and associate critical order information with purchases to simplify reconciliation and cost allocation

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Business Order Information Overview (BOI)

Business Order Information allows administrators to define critical order information that can be collected from buyers during checkout and used to support financial reconciliation, cost allocation, and spend analysis efforts. Administrators can collect information such as cost centres, project codes, job codes, and locations and associate them with business orders.

  • Amazon business

    Tailored for your business

    Collect the information most relevant to your business needs. Establish order information using predefined fields – Purchase Order Number, Cost Centre, GL Code, Department, Location, and Project Code – along with 13 additional custom fields. 

  • Amazon business

    Customization at the group level

    Streamline the setup and management of Business Order Info fields and values at the group level, allowing customization that aligns with an organization’s specific reporting and accounting needs. Admins can also set up approval workflows based on BOI field entry that help enforce their purchasing policies better.

  • Analytics

    Integrates with other tools

    Displays orders, shipments, refunds and reconciliation reports from Amazon Business Analytics, invoices generated by Pay by Invoice, e-invoices, Your Orders, transactions sent to payment institutions, packing slips and shipping labels.

"Our setup provides a streamlined checkout process by having Business Order Information defaulted by the subgroup. This helps to eliminate errors and makes invoice reconciliation easier for accounts payable."

— Paula Aldous, Executive Director of Business and Finance, Chesterfield County Public Schools

Download our BOI how-to guide to get started 

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FAQ

    1. Sign in to your Amazon Business account and go to Business Settings.
    2. Under Billing & shipping, select Business Order Info. (If you wish to set up order information for a specific group, select the Group from the Members.
    3. Toggle the Enabled button adjacent to each field you want to use.
    4. Select the Enabled button to create customized fields and add custom fields as needed. (Limit of 19 fields)
      - Select either the Open text field or the List of defined options.
      - If you selected a List of defined options, add up to 500 options.
      - Select the Default selection, if applicable.
    5. Check the Required checkbox for any fields you want to make mandatory.
    6. Select Save to finalize the changes

  • Business Order Information is available to all Amazon Business customers worldwide. It is currently available only to Amazon Business customers ordering directly from the website and is not enabled for Punchout customers.

  • Business Order Information (BOI) captured as part of purchases displays on the following post-purchase reconciliation surfaces.

    • Order Management – The purchase order number is displayed at the order level on Your Orders. BOI is displayed at the purchase level on Order Details and Printable Order Summary (POS).
    • Invoices – All BOI fields configured display in purchase-level PDF invoices and are a part of the cXML e-invoice created at the shipment level.
    • Business Analytics reports – All BOI fields display in the Business Analytics Orders, Shipments, Refunds and Reconciliation reports.
    • Financial Institution data – BOI is part of L3 cXML data passed from AB to financial institutions.
    • Shipping Labels and Packing Slips - The purchase order number displays on shipping labels and physical packing slips. All BOI fields associated with the purchase display on electronic packing slips accessible from the Your Orders Page

  • Policies and approval workflows can be set up based on information like Purchase Order (PO) number, General Ledger (GL) code, cost centre, project code, location, and departments. Depending on approval policies configured at group level and selection of Business Order Information (BOI) fields and values by buyers during checkout, admins can route the orders to appropriate approvers or approver workflows with different levels.

    If you are a top-level or account administrator:

    1. Visit Business Settings
    2. Select Business Order Information under Billing and Shipping
    3. Enable the appropriate Business Order Information fields
    4. Select Add Approvals
    5. Select the appropriate Business Order Information field and enable Approvals workflow

    If you are a group administrator and BOI fields have been enabled:

    1.  Visit Business Settings
    2. Select Buying policies and approvals under Buying policies
    3. Select Add policy
    4. Navigate to Order policies
    5. Select Business order information approval
    6. Select the appropriate Business Order Information field and enable Approvals workflow

Configure your Business Order Information today

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