Creating a purchase order
Create a draft PO with a supplier, expected delivery date, and line items from search or import.
Creating a purchase order
The PO form is the same whether you are creating a draft from scratch or editing one later. All fields live on a single page.
Header fields
- Supplier — required. Pick from the dropdown or click + Add new supplier.
- PO number — generated from your numbering settings; can be edited if your numbering is not locked.
- Expected delivery date — used for the overdue check on the dashboard.
- PO type — Regular, Drop ship, Will call, or any custom type you have set up.
- Preferred carrier — picked from your shipping carrier list.
- Notes — appears on the PDF.
- Shipping address — defaults to your shop address but can be overridden.
- Tax and Shipping cost — added to the line item subtotal.
Line items
Add line items in any of three ways: product search, CSV import, or import from a Shopify order. See the Adding line items article for each method.
Source orders
If a line item was imported from a Shopify order, PO Flow tracks that source order on the line itself. The PO header does not have a manual source-order field — source orders attach at the line item level so a single PO can group lines from several different orders.
Saving and sending
Click Save to keep the PO as a draft, or Send to Supplier to email it now and move the status to sent.
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