Purchase Orders - Create New

The Purchase Orders feature helps you to create and manage purchase orders for your product inventory. You can easily create, manage, and track purchase orders and work with vendors. Follow these steps to create new purchase orders.

Related article: Purchase Orders – Manage

1. Navigate to Settings > Things We Sell > Purchase Orders.
   
   
   
2. Click Create New to create a new order.
3. Fill in the fields on the Create a New Purchase Order screen:

4. The order criteria field has three choices:
   
   
   1. Based on average sales and usage per week (default).
      
      With this option, the system calculates the quantity needed to last for the Order Frequency period (which you enter). The calculation is based on your product buying/selling history for up to the last 12 weeks. It considers the average number sold and used per week, your vendor’s minimum order quantity/increment, and the order frequency.
   2. Low Quantity Products.
      This option looks at your setting for a Low Qty Warning and, if you have less of a product in stock than the warning level, adds a quantity that will bring your inventory to the Max Qty level, rounded up to meet the vendor’s Min Order Qty.
   3. Quantity less than.
      
      When you select this option, a box displays where you can enter a number. The system then populates the PO with products that have an In Stock quantity less than the number you enter, rounded up to meet the vendor’s Min Order Qty increment.
5. Click Next.
6. On the Purchase Order screen, you can change the Order Qty and Unit Price from what the system calculates.
   
   
   
   
   Important: Changing the Unit Price on the purchase order will change the Business Cost of the product when you’ve marked your order as Received.
7. Click Next.
8. You can change the vendor’s info by clicking Change under Where do you want to send the purchase order?
   
9. You have three options for shipping the order: Business Address, Billing Address, and New Address.
10. Click Next.
11. Review the order summary and then click Send PO to send the order to the vendor.
    

The Purchase order sent screen confirms your order. Click Print to get a paper copy or No Thanks if you don’t want to print a copy.

From the main Purchase Order screen, you can view and manage all your purchase orders. See Purchase Orders – Manage for details.