Welcome to the Help Center

Before you attempt to create a purchase order, please ensure that you have created vendor profiles and assigned products to vendors. You can learn more about vendor profiles here. 

Things to know:

• Purchase orders cannot be deleted; however, they can be canceled as long as they are in draft or ordered status
• Once the setting "Allow Updating Cost of PO (Purchase Order) After Submission" is enabled, you can update the cost of a Purchase Order after it has been submitted, as long as the Purchase Order status has not yet changed to "Completed". 
• When the "Allow Updating Cost of PO After Submission" setting is enabled, you can edit the following columns:
  • In the "Ordered" status: cost and shipping fee
  • In the "Checked-In" status: cost-related columns (cost, vendor discount, net cost, price, % margin), as well as add to retail, add to back bar, damaged/defective, and notes.
  • In the "Completed" status, all cost-related columns (cost, vendor discount, net cost, price, % margin) will be visible but not editable.
• When the "Allow Updating Cost of PO After Submission" setting is disabled:
  • In the "Ordered" status, only the shipping fee column can be edited
  • In the "Checked-In" status, you can edit the add to retail, add to back bar, damaged/defective, and notes columns. The vendor discount, net cost, price, and % margin columns will not be displayed, and the cost column will be visible but not editable.
  • In the "Completed" status, cost-related columns (cost, vendor discount, net cost, price, % margin) will be visible, but not editable.
    
• If access control to product quantity/price/cost is blocked, a '-' will be shown instead of the value.
• Once a Purchase Order is submitted, it can be exported as a csv, printed or emailed to the vendor.

To create a purchase order:

1. Navigate to POS > Inventory
2. Select Purchase Orders from the left panel
3. Click Create Purchase Order button in the upper right corner
4. Choose a supplier from the Vendor list then select Next
5. Add products to your purchase order 
   • Option 1 - To add products, expand the product library at the bottom left of the page. Search for a product by using the product name, SKUs or barcode, then select the Product Name. (Important: If you choose Auto Generate PO after searching, it will override your search terms).
     Option 2 - Select Auto Generate - If you auto-generate a purchase order, we compare the max stock quantity to the current stock levels for a given location, and populate a draft order for you.
6. Once the products are added, you can:
   • Add a PO ID
   • Invoice ID
   • Select payment method if multiple options were configured
   • Edit the quantity field to the amount you will order from the vendor
   • Edit the price field to the amount you will pay the vendor for the product. This price field does not change the cost saved in inventory.
   • Add a shipping fee - Shipping cost charged by the vendor
   • Add a note 
   • Click the trash icon next to each item to remove it from the purchase order
7. You can submit the purchase order or save it as a draft 

Once submitted, you can export it as an excel or a PDF, print it, or email the PO to the vendor.

Learn More:

• Email / Print / Export Purchase Order
• Receiving Purchase Orders
• Reopen Closed Purchase Orders
• Purchase Order Auto Generate Feature and Searching for Products