Purchase Orders: Managing Your Orders

What you’ll need

• Permissions: Manage inventory & View suppliers
• Prerequisite: At least one supplier created (see Welcome Suppliers: Adding New Vendors)

1. Start a new purchase

1. From the sidebar, click Inventory ➔ Purchase Orders.
2. Click New Purchase.
3. The New Purchase form appears.

2. Select your supplier & destination

1. Supplier – choose from vendors you’ve added.
2. Received at – defaults to your “Default delivery” store (see Store Details: Updating Store Info).
3. Purchase order date – today’s date by default; change if needed.
4. Expected on – (Optional) the date you expect to receive the order

3. Add items to your order

1. Click the Item search field and select each product to order.
2. Enter Quantity and verify Unit quantity if you’re ordering by weight/volume.
3. Adjust Purchase cost if needed (defaults to your item’s average cost).
4. Repeat for every item in the order.

4. (Optional) Add extra costs

• Click Add additional costs to include shipping, handling, or taxes.
• These extras roll into the Total at the bottom.

5. Save or send

• Save as Draft – keep the order incomplete to finish later.
• Create – finalizes the purchase order.

7. Receiving your stock

1. In the Purchase Order click RECEIVED.
2. Confirm each line’s received quantity.
3. Save to push items into inventory.

What’s next?

• 🔗 Welcome Suppliers: Adding New Vendors
• 🔗 Moving Stock: Transfer Orders Explained
• 🔗 Fine-Tune Stock: Adjustments & Corrections
• 🔗 Count On It: Doing an Inventory Count
• 🔗 Daily Snapshot: Register Daily Sales
• 🔗 From Raw to Ready: Production Workflows
• 🔗 Track the Story: Viewing Inventory History
• 🔗 Worth Its Weight: Understanding Stock Valuation

🎉 With your purchase orders created and stock received, your inventory will stay perfectly in sync—happy ordering!