Use cases
- Quick reordering based on sales velocity, profit margin, and current stock.
- Single-screen visibility into distributor details (delivery days, minimums, order email) while you build the purchase order.
- Seamless communication—send the purchase order directly to your distributor’s order desk or sales-rep email for confirmation.
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Step-by-step instructions
A. Build a purchase order from the Reorder Report
1. Go to Ordering on the sidebar and Reorder in the subtab.
2. Review the product list generated by order velocity and margin.
3. For each item to reorder, click the Add to Cart button.
4. Adjust Quantity fields as needed (e.g., 1 case, 2 cases).
5. Click Create order to generate a draft purchase order.
B. Review and edit the purchase order
1. Navigate to Ordering > Orders.
2. Locate the newly created purchase order (status: Created).
3. Click the purchase order row to open details.
4. Edit any field:
- Units to purchase
- Unit cost
- Products
- Notes (optional)
5. Add or remove products via Add product or the trash icon.
C. Send the purchase order to the supplier
1. Confirm the destination email displayed (order desk or sales-rep address).
2. Click Send—the purchase order email is dispatched for supplier confirmation.
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Below is a video that goes in depth on the features that are included above.