Product Purchase Orders

Create a Product Purchase Order

The easiest way to create a purchase order is directly from the Stock Page, which automatically populates ideal quantities for you. If you prefer a manual approach, follow these steps:

1. Use your top banner to search for “Purchase Orders” 
2. Select the Products tab.
3. Click Create and fill in the following details:

Option	Description
*Supplier	Select the supplier for the order.
Order Number	Add order number for internal tracking. Not required. Order number is internally automatically assigned.
Tracking Number	Add the shipment tracking number (visible in the main purchase order listing).
Description	Add a note or description (visible in the main purchase order listing).

* Denotes required input. 

1. Click Add to create the purchase order.

Adding Products to a Product Purchase Order via Purchase Order Screen

1. Use your top banner to search for “Purchase Orders” 
2. Select the Products tab.
3. Locate the purchase order you want to modify and click on the Supplier Name or Details button to open it.
4. In the Products tab of the purchase order screen, click the Add button.
5. Use the search field to find and select the products you want to include in the order. Once all desired products are selected, click Add to include them in the purchase order.
6. Update the quantities for each product to reflect the amount being ordered.

Product Purchase Order Additional Configurations

After creating a purchase order, you can further configure it by entering additional information in the details tab.

Option	Description
Discount	Enter the amount of any applicable discounts received for the order.
Tax	Enter the total tax amount.
Shipping	Input the shipping fees for the order.
* Shipping Time	Enter the expected arrival date. Automatic email alerts will notify the user if the order is delayed.

* Denotes required input. 

Product Purchase Order Additional Features

Feature	Description
Documents	Upload any pertaining documents or vendor invoices.
Logs	View change log for purchase order including received, status updates and user actions.

Easy access link supplier website. Set this up under supplier settings.