Purchase Orders
Create Purchase Order from a Low Stock Report
Last Updated: February 16, 2026Low 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 Related Documentation
Checking in a Purchase Order
Last Updated: February 16, 20261. Click “Purchase Orders” on the sidebar 2. Click “Check-in” 3. Click “OK” to confirm you are checking in the purchase order. Click “Check-In” when the purchase order arrives and you are checking correctness of the inventory received. 4. You have two choice for adding a purchase order to the inventory. Click “Add to inventory”...
Modifying an Open Purchase Order
Last Updated: February 16, 20261. TO EDIT click on the blue pen next to the product right after the purchase order is created The printer icon is for printing the purchase order, and The X is for deleting the order from the list. Tip: You can adjust the quantity that you will receive instead of defaulting to the low...
Creating Purchase Order from generated Low Stock report
Last Updated: February 16, 20261. Click “Create Purchase Order” TIP! YOU MAY EDIT BEFORE CREATING PURCHASE ORDER 2. Scroll to the right of the product after the report is ran, NEXT If you need to edit the inventory before creating a purchase order, click the 4 square icon, and if you need to edit the product click the blue...
General Settings – Enabling Purchase Orders Tab
Last Updated: February 16, 20261. Click “Settings” on the sidebar 2. Click “General settings” 3. Under Filter Settings, search “Purchase Orders” to find the section quicker. Alternatively, you can scroll down until you find it. 4. Select “Enabled” under “Purchase Orders” 5. Scroll to the bottom of the page and click “Save”
General Settings – Add SKU to Purchase Orders
Last Updated: November 11, 2025This guide provides a simple method for enabling SKU addition to purchase orders, enhancing inventory management and order accuracy. By following the simple steps outlined, users can streamline their purchasing process, ensuring better tracking and organization of items. 1. Click “Settings” on the sidebar 2. Click “General settings” 3. Use Filter settings to search: “Add...
General Settings – Adjust “Hide Finished Purchase Orders From Default View”
Last Updated: November 11, 2025How to enable the setting to hide purchase orders from the standard default view. follow these instructions to learn how. 1. Click “Settings” on the sidebar 2. Click “General settings” 3. Use CRL+F or CMD+F as a shortcut to find the setting “Hide Finished Purchase Orders From Default View” Select “ENABLED” 4. Scroll down to...