With purchase orders, you can replenish stock from your vendors and warehouses.
What We’ll Cover
- Finding the Page
- Adding a Purchase Order
To access the Purchase Orders page, you must have the ViewPurchaseOrders() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Finding the Page
In Corporate Office, navigate to: Inventory > Purchase Orders.
Adding a Purchase Order
Click the + New PO button.
You navigate to the Purchase Order page.
On the Purchase Order page, select the appropriate Vendor.
Click select the appropriate Warehouse.
Enter the name of the Shipping Method.
In the Notes field, you can enter any helpful information.
Next, you can add inventory items to the purchase order.
Adding Inventory Items to Purchase Orders
Click the Add Item button.
The Add Item pop-up window opens.
In the pop-up, click the Item dropdown to select an inventory item.
Enter the Quantity (Qty) you want to purchase.
Enter the Price for Each quantity.
The Price is multiplied by the Quantity.
Click Save changes to add the item.
The item will appear below the form in a list.
Repeat the steps to add additional items to the purchase order.
Saving the Purchase Order
Back in the Purchase Order page:
Click Save Changes.
You navigate back to the Inventory > Purchase Orders page.
Your new purchase order sorts in the Purchase Orders List. From this list, you can:
- Print the purchase order
- Edit the details
- Ship the purchase order
Note: After you mark the purchase order “Shipped”, the only option available is to Print.