Purchase Orders

📄️ Export Purchaser Orders

Please select PO(s) that you want to export then click Export CSV button:

📄️ Create Purchaser Order

Please click on New Purchase Order button to create a new PO:

📄️ Create Purchaser Order from Shopify Orders

In the Shopify Order tab, you can create PO from one or many orders.

📄️ Send Reminder Email To Supplier

If you have sent a Purchase Order (PO) confirmation email to your supplier but haven’t received any response, you can use this feature to automatically resend a reminder email.

📄️ Duplicate PO

You can make a copy of PO by clicking on the Duplicate PO button.

📄️ Delete PO

You can delete one purchase order from its page, or delete several at once from the Purchase Order list.

📄️ Add Products to Purchase Order

- Add Products to Purchase Order

📄️ Filter add products to Purchase Order by supplier/vendor

- Filter Products Added to Purchase Orders by Supplier/Vendor

📄️ Import Products to Purchase Order

Button

📄️ Receive with a barcode scanner

When you receive a purchase order, you can scan each item instead of typing quantities. The Select Products to Receive page then helps you spot mistakes as you go:

📄️ Export/Print Purchase Order

- Export PO from Purchase Order listing page

📄️ Add note for Purchase Order

In the purchase order details, there is a place where you can add notes to your PO.

📄️ Scan Barcode to add product for Purchase Order

When you add product to PO, now you can use Scan barcode function to select product!

📄️ Archiving Purchase Orders

To archive a single purchase order, you need to:

📄️ Auto Create Purchase Orders

Config to enable Auto create PO function

📄️ Select type of discount

Clicking on Edit discount in PO Totals session.

📄️ Filter products by supplier when adding to PO

Clicking on Only show this supplier's products in Select Products for PO session.

📄️ Update Incoming Quantity to Shopify

When you click the Confirm button in a Purchase Order (PO), you can choose to update the incoming quantity to Shopify.

📄️ Add Payment Terms to Purchase Order

Configure Payment Terms

If you want to undo received items, go to the Purchase Order Details page and navigate to the Receiving History section. There, you will see a list of all receiving records. Select the receiving you want to revert, then click Undo Received.

📄️ Calculate tax for shipping

Go to Settings > Purchase orders and, in Tax Configuration, turn on Calculate tax for shipping.

📄️ Default tax for new purchase orders

Set a default tax rate once, and every new purchase order starts with it in the Tax field of the PO total. You don't need to type it on each PO. You can set one default for the whole store and a different one for each supplier.

📄️ Add Payment Methods to Purchase Order

Configure Payment Methods

📄️ Manage Shortfall Items

The Shortfall feature helps you track and manage discrepancies between the quantity ordered from the supplier (Ordered Qty) and the actual quantity received at the warehouse (Received Qty) after a Purchase Order (PO) is completed.

📄️ Print Barcode Labels

Print barcode labels for your products and stick them on items as they arrive. Labels print on:

📄️ Cost change alerts

When a supplier raises or lowers its price, the cost on your purchase order no longer matches the product's cost in Shopify, and your sale price may need to change too. Cost change alerts help you keep track of this:

📄️ Goods Received - Invoice Status report

This report lists every time you received goods from a purchase order, with the supplier, the invoice details you entered and the value received. Use it to find deliveries you haven't been invoiced for yet, and to match supplier invoices with what actually arrived.

📄️ Outstanding items warning

When you already have open purchase orders and you start a new one, it's easy to order a product again that's still on its way. A PO that's only partly received is the classic trap: your shelf may be empty, so the product looks like it needs ordering, but the rest of the units are still coming from the supplier.

📄️ Purchase Orders Listing