PO Flow Knowledge Base

Navigating the PO Flow dashboard

A guide to the PO Flow dashboard and what each section shows.

Creating your first purchase order

A walkthrough of creating your very first purchase order in PO Flow.

Quick start guide and recommended setup

The fastest way to get PO Flow set up and ready for your team.

Connecting PO Flow to your Shopify store

How PO Flow connects to your Shopify store and what data it accesses.

Installing PO Flow from the Shopify App Store

Step-by-step instructions for installing PO Flow from the Shopify App Store.

Creating a new purchase order

How to create a new purchase order in PO Flow from scratch.

Editing an existing purchase order

How to make changes to a purchase order that has already been created.

Adding line items and products to a PO

All the ways you can add products and line items to a purchase order.

Purchase order statuses explained

What each purchase order status means and how POs move between them.

Sending a PO to your supplier

How to send a purchase order to your supplier by email with a PDF attachment.

Partial receiving — receiving part of a PO

How to handle partial shipments where only some items on a PO have arrived.

Closing and cancelling a purchase order

How to cancel a purchase order that is no longer needed.

Purchase order history and audit trail

How to view the complete history and audit trail for a purchase order.

Receiving inventory against a PO

How to receive stock against a purchase order and update Shopify inventory.

Duplicate a purchase order

How to create a copy of an existing purchase order to reorder from the same supplier.

Applying discounts to a PO

How to apply supplier discounts to line items on a purchase order.

Setting quantities and costs on a PO

How to set and update quantities and costs on purchase order line items.

Setting a default vendor on a product

How to link a Shopify vendor to a PO Flow supplier for automatic association.

Managing vendor contact information

How to add and manage individual contacts within a supplier organisation.

Adding a new vendor

How to add a new supplier or vendor to PO Flow.

Archiving a vendor

How to archive a supplier you no longer use without losing their history.

Editing vendor details

How to update supplier contact details, address, and settings.

Configuring PO Flow settings

An overview of all the settings available in PO Flow and where to find them.

Setting up PO number formatting

How to configure your purchase order number prefix and format.

Setting default currency and tax settings

How currency and tax are handled in PO Flow.

Managing user permissions for PO Flow

How to control which staff members can access and use PO Flow.

Email notification settings

How to configure the emails PO Flow sends to suppliers and your team.

PO Flow is not appearing in my Shopify admin

What to do if PO Flow is not visible or accessible in your Shopify Admin.

Products are not showing up when creating a PO

What to do when products do not appear in the product search when creating a purchase order.

Inventory is not updating after receiving a PO

What to do if Shopify inventory counts do not update after confirming a receipt in PO Flow.

I cannot send a PO to my vendor

What to do if the Send to Supplier button is missing or emails are not being delivered.

Common error messages and what they mean

A guide to common error messages in PO Flow and how to resolve them.

How to contact PO Flow support

How to get help from the PO Flow support team.