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Purchase Orders

info

Purchase orders are available on the Pro plan only.

Purchase orders (POs) let you track stock orders from suppliers through the full lifecycle: creation, submission, receiving, and inventory adjustment.

PO Lifecycle

1. Create

  • Click New Purchase Order
  • Select a supplier (from your supplier list, or create a new one)
  • Add items with quantities and expected costs
  • Set an expected delivery date
  • A PO number is generated automatically
  • Save as Draft

2. Submit

Click Submit to mark the PO as sent to the supplier. The status changes to Submitted. This does not change any inventory levels.

3. Receive

When goods arrive, open the PO and click Receive:

  • Full receive -- all items arrived as expected
  • Partial receive -- enter the actual received quantities per item
  • Use barcode scanning in continuous mode for fast receiving
  • Received quantities are added to your Shopify inventory at the specified location

4. Complete

Once all items are received (or you mark remaining items as not expected), the PO is marked Complete.

Supplier Management

Manage your suppliers from the purchase orders section:

  • Add supplier -- name, contact info, lead time
  • Edit supplier -- update details
  • Delete supplier -- remove (only if no active POs)

Supplier lead time is used by the demand forecasting feature to calculate reorder timing.

PO Statuses

StatusMeaning
DraftCreated, not yet sent to supplier. Editable.
SubmittedSent to supplier. Awaiting delivery.
Partially ReceivedSome items received, others pending.
CompleteAll items received and inventory updated.
tip

During receiving, scan barcodes in continuous mode to quickly count incoming items. The system matches each scan to a PO line item and increments the received count.