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Restock Inventory
Purchase Orders
A step-by-step explanation of what to
do when it’s time to replenish your
inventory.
Purchase Orders
• The Purchase Orders section is where you replenish
your stock, so that you always have products to sell.
• Within Purchase Orders you can:
– See a master list of all your purchase orders
– See any Open Purchase Orders
– Create a new purchase order
– Submitted purchase orders
– Create new purchase order from Low Inventory
– Frequently Asked Questions
All Purchase Orders
The All Purchase Orders screen will show you all purchase orders that are new, submitted,
partially received, or received.
The screen will show you the order number, the date that the order was created, products in
the order, supplier, status of the order, the bill-to address, and the ship-to addresses.
Open Purchase Orders
• The Open Purchase Order screen allows you to view purchase
orders whose status is New, Submitted, or Partially Received.
• There are options to filter by supplier or by the status of the
order.
Create a New Purchase Order: Top Half
A new purchase order can be created from the All Purchase Orders screen or the Open
Purchase Orders screen by clicking the
button.
This will bring you to the Purchase Order screen. Both top fields are required. There are
tabs for billing and shipping information that will be filled in with information you have
previously entered on other screens.
Click on the
purchase order.
button to add products to the
There are options to submit, email, print, and cancel the
purchase order located at the top of the page.
Create a New Purchase Order: Bottom
Half
Once you have added the products for the purchase order, you can edit the cost and reorder
quantity.
Click the
button to save the order as a new purchase order.
Landed Cost is the total cost for a particular unit that includes shipping and sales tax.
Ecomdash will automatically calculate the order total.
Hit the
button to submit the order.
Submitted Purchase Orders
Once you have submitted an order, a new tab will appear called Receipt of Goods. This is a
management tab where you can record and track details of your order.
You can track the carrier, tracking ID number, estimated delivery date, and actual date of
delivery.
There is also a new column where you can track how
many of each product ordered was received.
Create a New Purchase Order From
The Low Inventory Screen
You can also create a purchase order straight from the Low Inventory section in the
Inventory Management module.
Your low inventory products are automatically placed into the Low Inventory section, and
you can create a purchase order for those specific products by selecting them via the
checkboxes, and by clicking on the New Purchase Orders button.
Frequently Asked Questions
Does received inventory automatically get added to the sales
channels?
-
When a purchase order is marked as received, a quantity update is synced across
your sales channels as long as you have auto sync turned on for those products
If I have submitted an order, how do I make changes if needed?
-
Click on the order number for the purchase order where a change is needed. Once
inside the order, click the green arrow to reprocess.
This will
reopen the purchase order so that the PO is New and edits can be made.
How do I cancel a purchase Order?
-
If the order has a status of New, click the red box with a white X under All or Open
Purchase Orders to cancel the PO. Clicking the order number to view the order
details and clicking
is another way to cancel a PO.
Frequently Asked Questions Cont.
How do I receive a Purchase Order?
-
Click on the Order # for a submitted Purchase Order. Go to the Receipt of Goods tab.
Enter in the quantity received under the column titled “How Many Received?”
What happens when I ordered 10 and only received 5, but want to
mark the PO as closed?
-
To mark a partially received PO closed: Click on the Order #, enter in the quantity
received, and click the
button. This will move it to a Received status.
What is Landed Cost?
-
Landed cost is the price per unit that includes the shipping and sales tax costs
associated with one unit.