Purchase Orders and Suppliers: Restock Your Inventory

Overview

Catalog → Suppliers is your list of vendors. Catalog → Purchase orders is where you order stock from them and receive it when it arrives, so your stock levels stay right.

Purchasing and suppliers are on the Growth plan and above.

Step 1: Add your suppliers

Go to Catalog → Suppliers and click Add supplier. Enter the supplier's name, contact email, phone, country and Lead time (days), the time they usually take to deliver. Notes is for payment terms or anything else worth keeping. Open a supplier to see the products linked to them.

Step 2: Raise a purchase order

1. Go to Catalog → Purchase orders and click New PO.
2. Enter the supplier's name and email, and an Expected delivery date if you have one.
3. Add a line for each product: the product, its SKU, the quantity and your cost.
4. Click Create PO. It starts as a draft.

Restock suggestions

Auto-restock looks for products at or below their reorder point and suggests a quantity for each. Pick the ones you want and click Create POs to raise draft orders for them. A product only appears here if its reorder point is set.

Step 3: Send and confirm

• Send to supplier marks the order as sent and emails it to the supplier's address. If the email cannot be sent, the order is still marked sent and the page tells you.
• Mark confirmed records that the supplier has accepted it.

Step 4: Receive the stock

When the delivery arrives, click Mark received. Receive stock lets you enter how many of each line arrived; a partial delivery can be received now and the rest later, and an order never receives more than was ordered. For products tracked by lot or batch, scan or type the Lot / batch code as you receive. The received quantities are added to your stock.

Supplier returns

To send faulty stock back and track the credit you are owed, use Catalog → Supplier returns.