Create Purchase Order from a Low Stock Report

Low stock reports are essential for maintaining inventory levels. They help identify items that are running low and need to be replenished, using this guide you will be able to easily create a purchase order from a low stock report.

Steps to Create a Purchase Order

1. Enable Purchase Orders feature Learn how
2. Navigate to the Products Reports section Learn how
3. Generate and analyze a Low Stock report Learn how
4. Once you have generated the low stock report, review the following:
   • Identify which items are below the minimum stock level
   • Note the quantities needed for restocking
   • Prioritize items based on sales trends and urgency
5. After analyzing the low stock report, you can create a Purchase Order Learn how
6. Once the purchase order is created, ensure to:
   • Review the order for accuracy
   • Confirm supplier details
   • Submit the order for processing and setting the purchase order to “Ordered”
7. After creating, if you need to any changes then you can modify the Purchase Order Learn how
8. Once the Purchase Order arrives, you can check-in the products Learn how

Related Documentation

• Set Low Stock Quantity for a Product Learn how
• Update Low Stock Quantity for Multiple Products (Mass Action) Learn how
• Enabling Add SKU to Purchase Orders feature Learn how