Purchase Orders - Manage

Navigate to Settings → Things We Sell → Purchase Orders.

You can Search by Date, Vendor, or Employee.

The date must match the onscreen date format: i.e., Jan-26-2021 or Jan-26 (Jan 26 will not work).

Vendor and Employee are not case-sensitive and will take partial entries. Example: just "acme" instead of "ACME Cosmetics" or just "donna" for "Donna J."

Select a Status from the drop-down list or use the default of All Statuses and click Search.

The Purchase Orders list shows the order Date, Vendor, Employee, PO #, Status, and an Action menu.

You can sort the list on any column header, except Action, by clicking the heading text. Click the same heading again to reverse the sort order.

Click Create New to create a new purchase order. (See the related article above for more on creating purchase orders.)

The Action menu options change depending on the Status of the Purchase Order.

1. Canceled PO - Options for a PO with a status of Canceled are:

   View - See an onscreen copy of the PO Print - Print a hard copy Delete - Remove the PO from the list

2. Ordered - Options for a PO with a status of Ordered are:

   View - See an onscreen copy of the PO Print - Print a hard copy Email - Send a copy of the PO to the vendor (default) or another email address; the email presents as a new purchase order. Download- Download this PO as a CSV or PDF. Cancel Order - Cancel the order; the status changes to Canceled Order Received - This takes you to the Inventory Management screen, where you can update the quantity of the product you received from the Vendor. Click Save when you're finished.

3. Received PO - Options for a PO with a status of Received are:

   View - See an onscreen copy of the PO Print - Print a hard copy Email - Send a copy of the PO to the vendor (default) or another email address The email presents a new purchase order. Download - Download this PO as a CSV or PDF. Reorder - Start a new PO to the vendor for the products in this order. If there is more than one product, the new order will only include products that meet the criteria to reorder. Delete - Remove the PO from the list

Click the Action menu next to a Product Order with the Ordered status.
Select Order Received.

You will be redirected to the Purchase Order screen, where you can review the details of your order.

Enter the product amount in the Quantity field for any items ordered. If this amount is lower than the original purchase amount, this field will display Red.

Note

If you received an order with a product amount greater than what you ordered, you can enter this amount in the Quantity field. This will display as Green.

Click Save.

Vagaro will automatically detect that your business received less than what you ordered, and the pop-up window below will display.

Select Partially Receive Order if you are waiting for a shipment with the rest of the product.

Select Complete Order if you will not receive the rest of the order.

Click Save to continue.

The Purchase Order will display the Partially Received status. When you receive the rest of your order, click the Action menu and select Order Received.

If you received all items in your shipment, review the product quantity, then click Save. If you did not, follow steps 2-5.