NOTE: Before you create a Purchase Order, you must create an entry for your Vendors in the Vendors tab and assign corresponding items to your Vendors. We also have a step-by-step guide to Vendor Management in our Help Section.
Before you begin, it's a good idea to check your "Settings". You can enter your company information and set the default addresses of your locations. This way you don't have to type them into the Purchase Order each time you create a new one.
Follow along below:
Creating a Purchase Order:
To Start a New Purchase Order, click the 'Create Purchase Order' button in the top right hand side of the page
Next, simply fill out the corresponding fields:
You can save a Purchase Order as a draft if you need the ability to edit later on. Once a Purchase Order is created, it cannot be changed or edited. Purchase Orders will display on the Purchase Orders page in their current status.
To receive inventory from an open Purchase Order, click the 'Receive Inventory' button at the bottom of the open Purchase Order.
Then you can receive the quantities for that Purchase Order. If you receive fewer than the quantities listed, the Purchase Order will show as 'Partially Received' and remain open.
Receiving a Purchase Order will automatically update the inventory quantities in Shopventory.
Remember, you can also download your Purchase Orders in PDF format. This allows you to easily send Purchase Orders to vendors as email attachments or print them if you need a hard copy. Purchase Orders and PDF's are permanently stored in Shopventory, so your records are always securely backed up!
Contact the Shopventory team using the live chat button if you have any questions. We are here to help!