Create a Purchase Order | How To

Available to Existing Inventory Management Subscribers

This feature is only available to existing Inventory Management subscribers. Non-Inventory Management subscribers can learn more about using the ShippingEasy Product Catalog.

At this time, we are not currently developing new features or functionality for our Inventory solution. This means that at this time we cannot address the issues you have with the current system. However, we do expect that in 2022, we will be introducing a new and improved Inventory experience.

If you need an inventory solution that lets you add your third-party fulfillment provider to your account, our sister company ShipStation may be a better solution for you.

ShippingEasy simplifies supplier contact 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.

You can add Products a Purchase Order (PO) one-by=one from the PURCHASE ORDERS page, or add them in bulk from the PRODUCT CATALOG page. Also, you can save time by duplicating a previous Purchase Order to create a new one.

Watch our video to learn all the ways you can order more stock from within the ShippingEasy Inventory Management System or follow the steps below:

There are a total of six ways (two on each of three pages) that you can create a Purchase Order from within ShippingEasy, depending on your needs:

  1. The PURCHASE ORDERS page, when your plan is to knock out some POs.:

    • Add products one by one to the Purchase Order.

    • Create a new Purchase Order by duplicating a previous one.

  2. The PRODUCT CATALOG page, when you're managing your products and reordering at the same time:

    • Select several products to include at once on the Purchase Order.

    • Create a Purchase Order for Products with multiple variants from the Product Details page.

  3. The SUPPLIER Details page, when you have organized your list of products to reorder by the supplier.

    • Create a Purchase Order for products associated with each supplier.

    • Create a new Purchase Order by duplicating a previous one associated with the supplier.

From the PURCHASE ORDERS page:

Create a Purchase Order

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

Duplicate a Purchase Order from my history

  1. Click the ICON_Duplicate.png Duplicate option from the Actions on the right.

    PROD_PO_CreatePO_Duplicate_BTN_MRK.png

    You will be directed to the Duplicate PO page. Here you will see a copy of the duplicated Purchase Order's details.

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

From the PRODUCT CATALOG page:

Create a Purchase Order with multiple products from my catalog

  1. Select the products on the PRODUCT CATALOG page that you want to add to a Purchase Order.

    To do this:

    i. Filter for low stock items in the left-hand filter column.

    ii. Filter/select a supplier to create a Purchase Order for.

    iii. 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. There is no limit to how many products you can include on a purchase order.

Create a Purchase Order for SKUs with multiple variants

You are not able to create a Purchase Order for a product with multiple variants on the PRODUCT page.

You can, however, create a Purchase Order for the individual SKU on the PRODUCT DETAILS page and then add the additional variants there as well.

  1. Select the products with multiple variants on the PRODUCT CATALOG page that you want to add to a Purchase Order, and click on the product Name.

    PROD_PO_Multivariant_Name_MRK.png
  2. Scroll down to the Product Variants associated with the product and click on a single variant.

    This will bring you to the PRODUCT DETAILS page.

    Box highlights a variant name and details: Chaz Kangaroo hoodie size X S in Black
  3. Click on the Suppliers tab of the PRODUCT DETAILS page, and then select Create under the Purchase Orders column.

    PROD_PO_ProdDetail_PO_Create_BTN_MRK.png
  4. Scroll down to the Purchase Order Items section and add in the additional SKUs associated with the product that you would like to send in the Purchase Order to the supplier.

    Verify the Product Variants that you have added.

    PROD_PO_ProdDET_POItems_SKUField_MRK.png

From the SUPPLIER DETAILS page:

Create a Purchase Order from a Supplier catalog

You have the option to create purchase orders directly from the SUPPLIERS page for items connected to that supplier.

  1. Scroll down to the Products section and click Create next to the product you would like to create a purchase order for.

    PROD_Suppliers_SupplierName_PROD_CreatePO_MRK.png
  2. Make any updates to the Quantity and Unit Cost for each SKU listed as well as the Shipping & Handling for the entire Purchase Order.

    PROD_Suppliers_PO-ITems_Update_MRK.png

Duplicate a Purchase Order from a Supplier's order history

  1. Scroll to the Purchase Orders section and select Duplicate ICON_Duplicate.pngfrom the Actions on the right for the Purchase Order you want to duplicate.

    PROD_Supplier_PO_Duplicate_MRK.png

    You will be directed to the Duplicate PO page. Here you will see a copy of the duplicated Purchase Order's details.

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

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  • #pendo
  • purchase
  • inventory
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  • PO