Creating a Purchase Order - Video ►

We make it simple to track Orders for Inventory! Our software can automatically add Products and their Order Quantities to your Purchase Order based on their current On Hand value and set Target value.

Creating a Purchase Order:

Proceed to: Manage > Inventory > Orders

1

Click New Order

2

Choose the Distributor

Choose the Distributor in which you are ordering the Products from.

3

Determine the order type

Determine whether the order will be for Retail items only, Professional items only, or both Retail & Professional items.

4

Select Brands

Check the box to each Brand you want to include on this order. You have the option of selecting "All" at the top.

5

Include reserved product quantities

If you'd like, you can check the "Add the quantity of products reserved to the order quantity calculation" box. This will add extra Products for any future Product Reservations clients may have.

6

Click Create Order

New Inventory Order

7

Re-select the Distributor

Once the order is created, you'll need to re-select the Distributor from the drop-down at the top.

Manage Purchase Order

8

Change Order Quantities

You are able to manually change Order Quantities within the field provided.

Change Order Quantities

9

Save manual changes

If there are any Order Quantities manually changed, you'll need to click Save at the bottom before going forward.

10

Use additional Order functionalities

You will have additional functionalities at the top of the Order to manually add a Product in which is not already there, Print the Order, or Export the Order to an Excel Sheet.

add product to order

11

Add Products manually

If you are manually adding Products that are not already on the Order, you'll need to search & select the Product(s). You can then change the quantity before clicking Add Items.

Add item to order

12

Mark the Order as Placed

Once the Order is finished, you will check the box at the bottom to mark it as Placed, then click Save.

mark this order as placed

You can only DELETE an Order that is in the Open status.