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How to: Create a Purchase Order

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ShippingEasy's Inventory Management solution simplifies purchase orders by generating Purchase Orders and re-ordering your items directly in ShippingEasy. Before you can re-order your items, you first need to save your Suppliers in your Supplier database. Learn how to add a Supplier

Products can be added to a Purchase Order one-by-one from the PURCHASE ORDERS page, or in bulk from the PRODUCTS page.

How to: Create a Purchase Order from the PURCHASE ORDERS page (add products one-by-one)

  1. Access the CREATE PURCHASE ORDER page - from the INVENTORY dashboard or the navigation menu
    From the INVENTORY dashboard

    Click the INVENTORY tab in the blue navigation menu and select the + Create Purchase Order link.

    From the navigation bar:

    Click the INVENTORY tab in the blue navigation menu, select PURCHASE ORDERS from the drop down menu, and then click the + Create Purchase Order button.

    Screen_Shot_2017-05-15_at_9.51.38_AM.png

  2. Populate the CREATE PURCHASE ORDER page with as many details in the required and optional fields. 
    NOTE: the more fields you populate, the more details will display on your Purchase Orders. You can search and select from your existing Suppliers to add to each Purchase Order. Only existing Suppliers can be added to Purchase Orders.

    Required Fields:

    • Supplier
    • Supplier Address
    • Your Shipping Address (will auto-populate if information is available)
    • Your Billing Address (will auto-populate if information is available)

    Create_Purchase_Order_-_top_half.png

     

  3. Enter any Product SKU's, update the quantity for each SKU, and add any notes needed.
    NOTE: the more fields you populate, the more details will display on your Purchase Orders. You can search and select from your existing Products to add to each Purchase Order. Only existing Products can be added to Purchase Orders.
    Purchase_Order_Items_-_SKU__QTY__Notes.png

  4. Click the Create Purchase Order button when you are ready to finalize your purchase order.

ALERT: Be sure to only click the 'Create Purchase Order' button once, to avoid creating more than one purchase order.


Your new purchase order has been created within ShippingEasy. Now you're ready to export your purchase order and send it to your supplier!

 

How to: Create a Purchase Order from the PRODUCTS Page (add multiple products at once)

  1. Navigate to the INVENTORY tab from anywhere in the ShippingEasy app, then select the PRODUCTS page from the drop down menu.



  2. In the PRODUCTS page, select the products you want to add to a Purchase Order.
    To do this:
    1. Filter for low stock items in the left hand filter column.
    2. Filter/select a supplier to create a Purchase Order for.
    3. Select individual products to include in the Purchase Order or select all by ticking that option on the far left of the green header bar.
    4. Click the "Create Purchase Order" button above the green header bar.
      Screen_Shot_2017-05-03_at_10.03.52_AM.png

  3. The CREATE PURCHASE ORDER page will open and auto-populate all saved supplier, product and address information available. Add as many other details into the required and optional fields as possible.
    NOTE: the more fields you populate, the more details will display on your Purchase Orders. You can search and select from your existing Suppliers and Products to add to each Purchase Order. Only existing Suppliers and Products can be added to Purchase Orders. 

    Required Fields:

    • Supplier
    • Supplier Address
    • Your Shipping Address (will auto-populate if information is available)
    • Your Billing Address (will auto-populate if information is available)

     

  4. Update the Quantity for each SKU listed in the Purchase Order Items table. 
    Screen_Shot_2017-04-20_at_4.43.53_PM.png

5.Click the Create Purchase Order button when you are ready to finalize your purchase order.

   

ALERT: Be sure to only click the 'Create Purchase Order' button once, to avoid creating more than one purchase order.


Your new purchase order has been created within ShippingEasy. Now you're ready to export your purchase order and send it to your supplier!


Comments

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  • Avatar
    Arnold Seidenfeld

    Can I generate a csv or xsl PO to email my supplier?

  • Avatar
    Jennifer R. [ShippingEasy]

    Hello Arnold - Presently we do not support exporting Purchase Orders to a CSV or XSL file. We do, however, support exporting to a PDF or emailing directly from ShippingEasy. You can find both these options detailed in the following articles:

    I believe you have the following information, so I'm sharing it again for the benefit of anyone else interested in this option:

    If this option would make a significant impact on your workflow, please post your feedback in our Feature Request forums. Our Product Team monitors these daily in order to prioritize future development.

  • Avatar
    Kerry Ann Dame

    These Purchase Orders are useless for drop shipping. And there's no space to add notes to the supplier either.

     

  • Avatar
    Kerry Ann Dame

    I think it would be good practice to find out what information should be included in a Purchase Order so you can come up with a useful design. For drop shipping, we need the Purchase Order pre-populated with the customer's order information - their order number, shipping address, etc. in a separate box that says Drop Ship To:

    this is how it's normally done. I'll continue to use my own for now, and probably use Ordoro in the future because they do that. Good luck.

  • Avatar
    Jennifer R. [ShippingEasy]

    Hello Kerry Ann - Thanks for posting your feedback!

    I'd love to better understand how you're using Purchase Orders for drop shipping. Just to clarify, the Purchase Orders are a tool for re-ordering your products from your Suppliers.

    Do you work with drop shippers who need to file Purchase Orders with your Suppliers for restocking their inventories?

    On the other, if you're needing documents that list your buyer (customer) details, have you considered our Packing Slip tools? These can be customized and may be able to provide your drop shippers with the buyer details that they need. You can find more about packing slips in these guides:

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