Purchase Orders

Locate purchase orders under ‘inventory’.

Use the top bar to filter through the purchase orders.

POs will appear in the section below.

To create a new purchase order, locate the button in the top right corner and click ‘New Purchase Order’.

Fill in the required details.

Once done, press ‘Next’.

Fill in the product details.

Add as many products as needed by clicking on ‘Add Line Item’ (Outlined in blue).

Once done, click ‘next’.

Review the details of the purchase order.

Then click ‘Create Draft PO’.

Press on the ‘x’ icon to cancel a PO.

Press the ‘eye’ icon to view the details of the PO.

View the details, then click ‘close’.

Press on the envelope icon to send the PO email to the supplier.

Press on the printer icon to create a PDF of the PO.

Press on the truck icon to confirm received items.

Enter the number of items received, then press ‘confirm receipt’.

Click the tag icon to view the receipt.

Pick the size and quantity, then press ‘print’.

If only a quantity of the whole order is received, it will say ‘partially received’.

The truck icon will still be available to click on and add changes once the rest of the order is received.

This will show the quantity of the original order and the previously received items in the right corner.

Add the quantity received.

Click ‘Confirm receipt’.