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

To remove a PO, click on the Delete button.

📄️ 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

📄️ 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 Order Configuration → Tax Configuration and set Calculate Tax for Shipping to Yes.

📄️ 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:

📄️ Purchase Orders Listing