How to Create and Manage Purchase Orders (PO) #

Use Purchase Orders to replenish your stock and track incoming shipments from vendors.

Part 1: Creating a New PO #

1. Navigate to Purchase Orders: Click Purchase Orders on the left-hand menu, then click the New PO button in the top-right corner.
2. Select Supplier: Choose a supplier from the dropdown menu.
   • Tip: If the supplier is not listed, click the + (Plus) button next to the dropdown to add them immediately.
3. Set Dates: Select the Order Date and the Expected Delivery Date.
4. Add Items:
   • Click Add Line Item.
   • Type the first few letters of the product name to search and select it.
   • Repeat this step to add all necessary items to the order.
5. Generate Order: Click the Save PO button. This creates the purchase order in a “Draft” state.

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Part 2: Processing the Order #

Once the PO is generated, follow these steps to complete the lifecycle of the order:

Step 1: Confirm the Order Once you have officially placed the order with your supplier:

• Click the Mark as Ordered button in the top-right corner.
• Optional: You can click Download PDF to save a copy for your records or to email to the supplier.

Step 2: Receive Stock When your goods physically arrive:

1. Locate the Purchase Order in your list.
2. Click the Three Dots (…) on the right side of the row and select Actions.
3. Click the Receive Stock button in the top-right corner.Important: Clicking “Receive Stock” will automatically update your global Inventory counts with the newly received items.