Vendors are companies that you can source parts and inventory from. You can create Vendors and assign them to Inventory Items as well as Purchase Orders to better track where your parts are coming from.
First, start by creating Vendors from Admin > Inventory > Vendors:
You can then associate parts in your inventory with Vendors (note that you can only add items to a PO if you are maintaining stock levels on it):
Once you have items associated with vendors, you can create a PO from Admin > Purchase Orders:
Create the Purchase Order with your details:
Add items to your PO here and update Shipping Charges as needed:
You can also add all Low Stock items from a vendor and email that vendor the information. When you're ready to complete the PO, click Update Purchase Order. This will set the order status to Open. You can add further items or set the Status to Ordered when done:
When the order arrives, change the status to Check-In to receive the items into Inventory.
This will then automatically update the status to Finished.
Import/Export Purchase Orders for fast editing of costs to process orders!
First head to a existing PO and choose Actions then Export to CSV
Next open the CSV file to make edits or add more line items
Important to note - When importing the CSV back to the system, make sure that you have at 1 of the 3 following items: Product ID, UPC or Vendor SKU
When the CSV is ready head back to the system and create a new PO. Then click Actions > Import.
You will see a familiar upload page that is similar to the other upload sections in the software.
Remember you need 1 of the 3 following items: Product ID, UPC or Vendor SKU on the CSV in order for it to import successfully
Once you have processed your import, the line items will show up on the PO and you can send it off to the vendor!