Quick start guide

Quick start guide

If you want PO Flow set up properly before you create your first real PO, follow this order. Each step builds on the last.

Recommended setup order

1. Install PO Flow and choose a trial plan on the Billing page.
2. Add your suppliers in the Suppliers section. Include the matching Shopify vendor name for each so PO Flow can connect them to products later.
3. Assign suppliers to products from the Shopify product page using the Product Suppliers block. Set a primary supplier for each product.
4. Configure Settings — at minimum the PDF branding, sender name, reply-to address, and PO numbering format.
5. Connect integrations (optional, Growth and Pro): QuickBooks Online and Slack from the Settings page.
6. Create your first purchase order from the Purchase Orders page.

Once you are set up

You can speed up future POs by using Import order from Shopify on the Purchase Orders index — Growth and Pro plans can turn a Shopify order directly into one or more draft POs grouped by supplier.