All Collections
Orders
Purchase Orders
Purchase Orders

Everything you need to know about creating, sending, and editing

K
Written by Kim
Updated over a week ago

Create a New Purchase Order from  "Create New" or Orders > "Add Purchase Order"

Note, that much of the information will auto-fill based on the information given from the customer and brand. 

  1. Add Customer by clicking "Please choose customer" > start typing in the name of the customer, and it should come up in the results.

  2. Choose the Brand by clicking "Please choose brand" > start typing in the name of the brand, and it should come up int he results. 

  3. Based on the customer and brand chosen, the sales rep should auto fill with the sales rep assigned to the customer. If not, choose a sales rep using the drop down. 

  4. Based on the customer the buyer should auto-fill with the buyer information in the customer's profile. 

  5. Ship to and Bill to will auto-fill based on the customer's details, as well as the commission rate. 

  6. Enter the Order Date/Ship Date/Cancel Date 

  7. The Season will auto-fill to the current selling season set in Seasons > Company Setting

  8. Use Source to track where this sale was from by using the options in the drop down. (optional)

  9. If the customer has a PO# they use, then use this field to add the number in (optional). 

  10. For notes you want to show for the order, add them in the box "Enter important order comments". 

  11. Enter style #, Name, Descriptions, choose size scale, and colors if applicable. Add the number of items per size, and the cost per unit. The cost/unit and QTY will calculate automatically. Continue to add product by clicking "+ PRODUCT" button, until order is complete. 

  12. If you have products entered under collections, then you can type in the "Enter Style # field" where products will appear to choose from. When a product is chosen, all details entered into their product page will fill out in the appropriate fields on the order. 

  13. Apply discounts by % or $ 

  14. Terms of Sales will appear on the order when it is emailed, or when in a downloaded PDF. Set the terms of sale to appear on every purchase order to save time, by adding them under Company Settings > Orders or under each Brand's profile page. Terms of sale under the Brand will override terms of sale under Company Settings > Orders.

  15. Internal Notes will only appear in Purchase Order View - not when it's emailed or downloaded as a PDF. 

  16. Save Changes!

Purchase Order: Edit/Email

Once an order is created you have the option to: 

  1. Download PDF: on all Purchase Orders there is the option to download a PDF of the order to print.

  2. Email: email a single order directly to your customer by clicking Actions: Email while viewing the PO that you want to send. 

  3. Bulk Email PO's: on the Orders List page click on the check box next to the "Type" column besides the orders you want to email. Click "Email Orders to Customer/Brand" > Enter details into the message box and click "Send Email" as if you were sending out a regular Quick Email. 

  4. Duplicate: To duplicate a PO go to Actions: Duplicate. This will instantly create a new order. *Note: the Purchase number won't be exactly the same, so if for some reason you needed an exact copy, then remember to change this*

Did this answer your question?