Adding or Importing Items to Purchase Orders (PO)

Add inventory items to a purchase order with a few clicks.

1. Click Inventory on the side menu.

2. Click Purchase Orders.

3. Select the Purchase order from the list.

4. Scroll down to items and click "Add Items."

5. A pop-up window will open where you can add suitable items for this purchase order.

6. You can add items using tags or suppliers by clicking the "Select by tags?" Or "Suppliers?"

** You cannot select items by suppliers if you haven’t previously linked the items to the suppliers (Click here to learn how to link inventory items with suppliers).

** You cannot select tags for your items if you haven't previously created specific tags (Click here to learn how to create inventory items tags) and (Click here to learn how to assign the tag to inventory items).

7. Click Save.

8. Click Edit Quantities to enter the desired purchased quantity.

Alternatively, users have the option to import inventory items from an external document to be linked with the purchase order instead of adding them one by one.

1. Click Inventory on the side menu.

2. Click Purchase Orders.

3. Select the transaction from the list.

4. Scroll down to items and click "Import Items".

5. A pop-up window will open with the option of Download Template.

6. Click Download Template.

A CSV file will be downloaded to your computer with the following columns to be filled:

• SKU: A unique code for the purchase order.
• Order_quantity: Select the quantity of items that you want to order in this purchase order.
• Storage_quantity: Identify the amount of items you currently have in stock.
• Total_cost: Add the final cost of the purchase order along with shipping and/or other costs.

7. Once the file is filled, import the CSV file. Click on "Import Items" on the purchase orders detail page.

8. Upload the file.

9. Click Save.

In case there was some missing data or errors in the CSV file format, the system will indicate that to the user to fill the gaps or correct the errors.

Once the items have been added to the purchase order, submit the Purchase order for approval. (Click here to learn how to submit a Purchase Order)