Getting StartedUpdated May 21, 2026

Creating your first purchase order

Start with a supplier, add line items, and save your first PO as a draft or send it directly.

Creating your first purchase order

Once you have at least one supplier set up, creating a PO takes under a minute.

Steps

  1. Go to Purchase Orders in the main navigation.
  2. Click New Purchase Order.
  3. Pick a supplier from the dropdown. If you need a new one, click + Add new supplier to open the supplier form in a new tab.
  4. Set the Expected delivery date.
  5. Add line items — search products, import a CSV, or import from a Shopify order. See the Adding line items article for details.
  6. Click Save to keep it as a draft, or Send to Supplier to email it now.

What happens next

A saved PO starts in draft status. When you click Send to Supplier, PO Flow emails the PO PDF to the supplier and moves the status to sent.


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