Purchase Orders

Overview

Purchase order documents can be raised on the system in multiple currencies against stored suppliers.

Once purchase orders have been raised, they can be converted into ASNs for your warehouse to receive.

Purchase orders can be split into multiple ASNs & multiple PO's can be merged together into one ASN if they are being grouped together on the same delivery by your supplier.

Create Supplier

First you will need to create suppliers - navigate to Purchase Orders > Add Suppliers

Enter the full supplier name and contact details.

Product Cost Prices

Next we would recommend that all your products have a cost price set - easiest way is to upload in bulk by CSV using Products > Extras > Upload Products.

Just populate stock code (SKU) and cost price columns.

Create Purchase orders

Navigate to Purchase Orders > Add PO

Select the supplier and enter a shipping cost (if required).

Next set a reference or order number (you can toggle on Auto generate and the system will use internal ID)

Once filled in hit next:

Add Items to PO

You can add items manually one by one or upload items in bulk using the upload tab:

Once you have added all items you can review pricing and adjust if neccessary:

Once everything is ok - hit the green Confirm Purchase Order button at the top.

Print PO Document

If you need to print the PO document - hit the paperwork button to print a full PDF of the purchase order:

Document provided:

Create ASN from PO

If you want to create an ASN from the PO - hit the Raise PO as ASN button once PO confirmed:

Then select the required line items (if you want to create multiple ASNs only select the lines for each ASN) - confirm delivery size, ETA etc and hit create ASN:

Merging Multiple PO's

If you want to merge multiple PO's into one delivery- this is possible, but only if the PO has not yet been sent to an ASN.

From the PO overview - select the PO's to merge and hit merge from bulk action drop down: