If you're looking to create a Purchase Order (PO) for a specific supplier, this article will show you how easy it is to do so in Genie. Instead of spending time manually searching through your entire inventory, Genie lets you filter products, choose your supplier, and create a PO in just a few simple steps.
Step 1: Start by Filtering Your Products
To get started, you’ll need to filter your products. This makes it easier to find exactly what you need to restock without scrolling through everything.
Step 2: Choose Your Filters
Now, it’s time to choose which filter you want to use. You can go with the supplier filter to focus on a specific vendor, or if you prefer, filter by Shopify vendors by typing "vendor" at the bottom of the list. For this example, we’ll stick with the supplier filter.
Step 3: Set the Filter Condition to "Is"
Once you've picked your filter, set the condition to "is". This will help you find products from a specific supplier.
Step 4: Select the Supplier
In the next step, enter the supplier’s name and you'll see a list of all the products associated from that supplier.
Step 5: Add the Running Low/ Out of Stock Filter
If you want to narrow it down further, you can add another filter to show only the items running low or out of stock.
Step 6: Check Inventory in Transit
If you want to avoid ordering products that are already on their way, check the 'in transit' column for any products that are currently being shipped. This will help you avoid overstocking.
Step 7: Create the Purchase Order
Once you've selected the products you want to restock, click "Create" to generate the Purchase Order (PO). Be sure to add the supplier for the PO—this ensures that all the relevant product and supplier details are automatically included in the order, keeping everything organized and accurate.
Step 8: Verify Unit Costs
If you've already entered unit costs for the selected products, Genie will automatically pull this information into the PO. This helps ensure accurate pricing without having to manually input the cost for each item.
Step 9: Enter PO Details
Next, complete the necessary details for the PO, including the number of units, quantities, on-hand unit costs, and any other required information. This will help ensure your order is accurate and complete.
Step 10: Finalize the PO
Once all the information has been entered, review your PO. If everything looks good, click ‘save’ to finalize the purchase order. You’re now ready to submit it to the supplier for fulfillment.
Summary
Creating a Purchase Order (PO) in Genie is quick and easy. By using filters to select specific suppliers and focus on products that are low or out of stock, you can quickly generate a PO.
With automatic cost population and streamlined processes, Genie helps you manage your inventory efficiently, saving time and ensuring accuracy.
Thank you for reading this Help Center article! Our goal is to help you become an inventory pro. If you have any other questions, feel free to reach out to our team,book a meeting, or explore more of ourHelp Center for more guides on navigating and configuring Genie. And if you want more information on building analytical views check out our guides on theinventory table andcreating new views.
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