Creating your first purchase order

Creating your first purchase order

Creating a purchase order in PO Flow takes just a few minutes. Before you start, make sure you have at least one supplier set up. If you have not added a supplier yet, go to Suppliers in the left navigation and click New Supplier.

Step-by-step walkthrough

1. Click Purchase Orders in the left navigation.
2. Click New Purchase Order in the top right corner.
3. Select your supplier from the dropdown. If you have not added the supplier yet, save your work and add them first.
4. Click in the product search field and type the name or SKU of the first product you want to order. Select the correct variant from the results.
5. Set the quantity you are ordering and confirm the unit cost.
6. Repeat for any additional products.
7. Optionally set an expected delivery date — this is used for overdue alerts and lead time reporting.
8. Click Save as Draft to save without sending, or Mark as Sent if you have already placed the order with your supplier.

What happens next

Once saved, your PO will appear in the Purchase Orders list with its assigned PO number. When the goods arrive you can open the PO and click Receive Stock to update your Shopify inventory. PO Flow will handle the inventory update automatically across whichever location you select.

Tips for your first PO

• Make sure your products have costs set in Shopify before creating POs — this pre-fills the unit cost field.
• Use the CSV import feature if you have many line items to add at once.
• Set your PO number prefix in Settings before creating your first PO — it cannot be changed once your first PO is created.