Create a Purchase Order

    After enabling Purchase Orders in the settings, you can then create vendors and purchase orders.


    1. Go to Purchase Orders in the left navigation menu.

    2. Press + New Purchase Order in the upper right corner.

    3. Complete the Purchase Order Form.


    Vendor and Location

    1. ORDER STATUS: Mark the order as OPEN, ORDERED, CHECK-IN, or FINISHED.

    2. VENDOR: In order to select a vendor, you must first add that vendor.

    3. LOCATION: Select the location for the purchase order

     

    General Order Information (To be added after placing the order for your own records)

    1. REF. #: Reference number of the order

    2. ORDERED DATE: Select the date of the purchase order from the calendar.

    3. EXPECTED DATE: Select the date that the purchase order should be fulfilled.

    4. SHIPPING NOTE: Enter any details about the shipping

    5. GENERAL NOTE: Enter any additional details about the order.

     

    Order Items

    Note: You can only add items to the purchase order when it's in an open state

    1. Order new products: Create new items to add to the purchase order.

    2. Re-supply existing products: Search for existing items in your inventory to add to the purchase order. This can be based on low stock quantities.

    3. Margin Calculator: This feature will allow you to adjust the selling price of the item according to the profit margin you hope to achieve.


    Vendor Information

    1. ACCT #: Your account number with the vendor

    2. REP. FIRST NAME, REP. LAST NAME: Name of the representative 

    3. PHONE, FAX, EMAIL: Best contact information to reach the vendor

    4. ADDR(1), ADDR(2), CITY, STATE, POSTCODE: Address of the vendor