After creating a purchase order, you can manage orders from the Stock control > Orders page, including:

• Updating prices directly inside a purchase order
• Importing a CSV file to update purchase order details
• Editing open purchase order details
• Sending a purchase order to a supplier
• Marking an existing order as Dispatched
• Exporting a purchase order
• Printing a purchase order

Managing purchase orders from the purchase order overview page

Once you’ve added products and saved a purchase order, you can review the order’s details on the purchase order overview page. From this page, you can update prices, import a CSV file, export a CSV file, or update printable columns:

1. Navigate to Inventory > Stock control > Orders.
2. Click the order number to open its purchase order overview page.

3. Review the product table, which lists the ordered products along with their locations, total quantities, costs, and prices. If the purchase order is in a different currency than your default currency, costs will be displayed in the purchase order currency.

   

4. Click Edit prices to open a pop-up on the Products page. From there, you can choose what happens when the supply price changes, highlight SKUs included in orders, enter a new supplier price, or change the markup, margin, or retail price. Click Save prices to close the pop-up, then click the back arrow on your browser window to return to the purchase order overview page.

   

5. Click Import CSV to import a stock order spreadsheet with changes.
6. Click Export CSV to download the product table as a CSV file.
7. To display or hide columns in the product table and on the printed order sheet, click View/hide columns, check or uncheck the relevant boxes, then click Update.
8. Click the magnifying glass icon (Search) to search for a product in the table.

Composite products are displayed with a breakdown of their individual items, but only the composite product itself is used to calculate order quantities, the total price, and the cost of the order.

Editing open purchase order details

To edit open purchase order details:

1. Navigate to Inventory > Stock control > Orders.

   

2. Locate a purchase order with an Open status.
3. Click the pencil icon (Edit) to the right of the order row, or click the row to expand it > Edit order.

4. Update the purchase order’s details as needed.

   

5. Click Save.

Managing multi-currency purchase orders

This feature is currently in beta and may not be available in your account.

If you’re sourcing products internationally, you can enter a supplier currency and exchange rate when creating a purchase order. This information can be edited before sending the order:

• Supplier currency: Choose the supplier currency from the dropdown.

• Exchange rate: Enter the exchange rate for the supplier currency.

  

• Cost price: You can update the cost price in the supplier currency, but your default currency will also be displayed under the field.

  

• Discount: You can enter a discount as a percentage or currency amount. If the discount is a currency amount, you can choose either the supplier currency or your default currency from the dropdown.
• Total shipping: Select the supplier currency or your default currency from the dropdown.

• Total import duty: Select the supplier currency or your default currency from the dropdown.

  

When editing an open purchase order, the Subtotal of products will be displayed in the supplier currency. When viewing purchase orders on the Stock control page, totals will be displayed in your default currency.

Sending a purchase order to a supplier

To send an open purchase order to a supplier:

1. Navigate to Inventory > Stock control > Orders.
2. Click the order number to access the purchase order overview page, or click the pencil icon (Edit) to access the Edit purchase order page.

   • On the purchase order overview page, click Actions > Email order.

     

   • On the Edit purchase order page, click Save and send.

     

3. Enter the contact details and message (optional).
4. Click Email order or Send.

The order status on the Stock control page will now display as Sent.

Marking an existing order as Dispatched

Once your supplier confirms the order and ships it, you can mark the order as Dispatched:

1. Navigate to Inventory > Stock control > Orders.
2. Click the order number.

3. Click Mark as > Dispatched.

   

4. In the pop-up, enter the delivery date or select I don’t know when.

   

5. Click Next.

6. Click Change status to dispatched.

   

The order status on the Stock control page will now display as Dispatched. Once your purchase order is delivered, you can receive the order.

Printing a purchase order

If needed, you can print an order from the purchase order overview page.

1. Navigate to Inventory > Stock control > Orders.
2. Click the order number.

3. Click Actions > Print order.

   

The printout will display the same columns as the order page, including up to six Ordered for locations. To change which columns are included in the printout:

1. Navigate to Inventory > Stock control > Orders.
2. Click the order number.
3. Click View/hide columns.
4. Check the boxes of the columns you want to include in the printout.
5. Click Update.

What’s next?