Quickly and easily track incoming inventory.

Purchase Orders let you place orders for new inventory to your vendors.

Purchase Orders are sometimes confused with invoices which allow you to bill Customers. 

NOTE: Before you create a Purchase Order, you must create an entry for your Vendors in the Vendors tab and assign corresponding items to your Vendors. Learn More

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Creating a Purchase Order:

To Start a New Purchase Order, click the Create PO button in the top right hand side of the page:

Next, simply fill out the corresponding fields:

You can save a Purchase Order as a draft if you need the ability to edit later on. Once a Purchase Order is created, it cannot be changed or edited or deleted. Purchase Orders will display on the Purchase Orders page in their current status.

Purchase Orders can also be created using
Shopventory Bulk Uploads Learn more

You can also duplicate a Purchase Order that's already been received in order to re-order the same products. Simply open the completed PO and use the gear icon to view the available options: 

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Automatically populate low items

Shopventory gives you the option to Auto-Add Low Inventory Items. This is based on your Alerts

If there is an item running low (per the Alerts), clicking the button will automatically add those items to the PO. 

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Receiving Inventory

To receive inventory from an open Purchase Order, click the 'Receive Inventory' button at the bottom of the open Purchase Order.

If you receive fewer than the quantities listed, the Purchase Order will show as 'Partially Received' and remain open.

Receiving a Purchase Order will automatically update the inventory quantities in Shopventory.

Remember, you can also download your Purchase Orders in PDF or CSV (spreadsheet file) format. This allows you to easily send Purchase Orders to vendors as email attachments or print them if you need a hard copy. Purchase Orders are permanently stored in Shopventory, so your records are always securely backed up!

You can also use the Settings menu to Duplicate the Purchase Order, for easy re-ordering, and also Print labels for the Items just received.

Purchase Orders can also be canceled using the "Cancel Order" button on the lower right-hand corner.

When products are received, you will be prompted to print price tags for the incoming inventory.

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Add your logo & streamline the process

It's a good idea to check your "Settings". You can enter your company information and set the default addresses of your locations. This way you don't have to type them into the Purchase Order each time you create a new one.

Address info can be added from the Locations and Integrations tab in the 'Settings' section of Shopventory.

You can set your business information (such as your logo) in the Company Info tab (also in the Settings).

This way, the information populates automatically in the Purchase Order when that location is selected.

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*Only available on the 'Standard' Plan and above*
View plans & pricing

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