Quick start guide and recommended setup
The fastest way to get PO Flow set up and ready for your team.
Quick start guide
This guide covers everything you need to do to get PO Flow fully configured and ready to use. Follow these steps in order for the best experience.
Step 1 — Configure your settings
Go to Settings in the left navigation and complete the following:
- General tab — upload your merchant logo (appears on all PDF documents) and set your PO number prefix (e.g.
PO-). This cannot be changed after your first PO is created. - Email tab — set your sender name and reply-to email address. This is what suppliers will see when they receive emails from PO Flow.
- Purchase Orders tab — add any custom shipping carriers you use regularly.
Step 2 — Add your suppliers
Go to Suppliers and click New Supplier for each company you order from. Add their name, email address, phone number, and address. After creating each supplier go to their Purchasing Settings tab and link them to their Shopify vendor name.
Step 3 — Create your first purchase order
Go to Purchase Orders and click New Purchase Order. Select a supplier, add your line items, and save as a draft. When you are ready to send it to your supplier click Mark as Sent and use the Send to Supplier button to email the PDF.
Step 4 — Receive your first shipment
When goods arrive open the PO and click Receive Stock. Select the receiving location, enter the quantities received, and click Confirm Receipt. Shopify inventory will update immediately.
Recommended optional setup
- Connect QuickBooks Online (Growth/Pro) — go to Settings → Integrations and connect your QuickBooks account for automatic accounting sync.
- Set up approval workflows (Pro) — go to Settings → Approvals to require manager sign-off on POs over a certain value.
- Configure reorder points — set minimum stock levels on your products so the dashboard alerts you when it is time to reorder.
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