Manage purchase orders
Purchase orders (POs) can be raised in multiple currencies against stored suppliers. Once raised, you can convert purchase orders into ASNs for your warehouse to receive. You can split purchase orders into multiple ASNs, and merge multiple POs into one ASN if they're being grouped on the same delivery by your supplier.
Before you start
We recommend you have at least one supplier created, and cost prices set against your products before creating purchase orders.
Create a supplier
Click Purchase Orders then click Suppliers.
Click New Supplier.
(3PL Only) Select the Client.
Populate the supplier information -
Name.
Code.
Contact Name.
Contact Number and Email.
Address.
Default Currency.
Set the status to Active.
Click Update.
Managing an existing supplier
Update a supplier
Once a supplier has been created, it can be updated if needed:
Click Purchase Orders then click Suppliers.
Click Actions then Edit against the supplier you want to amend.
Make any necessary changes then click Update.
Remove a supplier
Once a supplier has been created, it cannot be removed, instead it can be marked as inactive:
Click Purchase Orders then click Suppliers.
Click Actions then Mark Inactive against the supplier you want to remove.
Add cost prices
We recommend that all your products have a cost price set.
Add cost prices individually
Click Products then click Overview.
Find the product, click Actions then click Edit.
Click the Pricing & Size tab.
Enter a Cost Price.
Click Save.
Add cost prices in bulk
Click Products then click Extras.
Click Upload Products.
Download the template if needed. Note: You only need to populate the stock code (SKU) and cost price columns.
Once you've filled out the CSV, choose the Client and Warehouse.
Select the File then click Upload.
Create a purchase order
Click Purchase Orders then click Add PO.
Select the Supplier.
(Optional) Enter a Shipping Cost.
The shipping cost can be amended up until the PO is converted into an ASN.
Either toggle Auto Generate POReference to ON or enter a PO Reference manually.
The system will use an internal ID if you auto-generate the PO.
Click Next in the bottom right.
Add items manually one by one or click the Upload Items tab to upload items in bulk.
Review the pricing and update if necessary.
Click Confirm Purchase Order.
To print the PO document, click Generate PurchaseOrder PDF.
To create an ASN from the PO, click Raise PO as ASN.
Select the checkboxes of the required line items. To create multiple ASNs, only select the lines for each ASN.
Confirm the delivery size and estimated delivery date, then click Create ASN.
Purchase orders FAQ
Delete a PO without receipting it
Click Purchase Orders then click Overview.
Select the POs to remove.
Use the Bulk Actions dropdown to select Delete.
Click Go.
Merge POs
You can merge purchase orders if they haven't been converted into an ASN.
Click Purchase Orders then click Overview.
Select the POs to merge.
Use the Bulk Actions dropdown to select MergePOs.
Click Go.
Confirm multiple POs
Click Purchase Orders then click Overview.
Select the POs to confirm.
Use the Bulk Actions dropdown to select MarkConfirmed.
Click Go.
Unconfirm a PO
Click Purchase Orders then click Overview.
Select the POs to unconfirm.
Use the Bulk Actions dropdown to select Unconfirm.
Click Go.