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

• Updating prices from a purchase order.
• Importing a CSV 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 on the PO overview page

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

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

3. Review the product table, which lists the products ordered, broken down by location, total quantities, costs, and prices.

   

4. Click Edit prices to open a pop-up on the Product page, where you can choose what happens when the supply price changes, highlight SKUs included in orders, enter a new supplier price, or change the markup, change the margin, or retail price. Click Save prices to close the window and the back arrow on your browser window to return to the purchase order 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. Click View/hide columns and check or uncheck boxes to view or hide columns in the product table and what will print on the order sheet, 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 itself is used to calculate order quantities, total price, and 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) at the end of the order row, or click to expand the row > Edit order.

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 (Edit) icon 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. 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.