In this video, we'll walk through how to create a purchase order. To begin, navigate to Stock Management

Click on purchase order.

To begin, click Create PO in the upper right corner of the screen.

Next, select the relevant store if there are multiple on your account.

To locate the correct Distributor, either type within the text field or use the dropdown box to locate.

Select the Distributor for the Purchase Order.

Select the ordered by user. The User by Default is the user signed into Back Office.

Select the Sales Rep.

You can change the Ordered at date and time here, if necessary. It's shown in your store's local time zone. Once all required information is complete, click Start Order.

You'll now be taken to the purchase order edit screen where you can begin adding line items. All items for the selected distributor will automatically show up on this page. Just like in the Product List page, you can save views with specific filters and column arrangements for ease of ordering.

Search for items on your view, input the unit, whether case or unit, and quantity you would like to purchase and the cost will be automatically calculated based on historical cost data.

Items you've added to the order move to the top of the list, sorted alphabetically by name. The rest of the items follow, also sorted alphabetically.

To add items that do not already appear in your view, click add items.

From here, you can turn on All distributors to search products from every distributor, and Include inactive items to include products that are no longer active. Turn on Quick scan to add if you're using a barcode scanner.

When you scan with Quick scan to add turned on: each scan that matches a single active item is added to the order right away, and the search clears for your next scan. If you scan something that's already on the order, you'll see an "Already on order" message instead of a second line for it. If a scan doesn't match exactly one active item, nothing is added automatically — pick the item from the results list instead. If an item can't be added, you'll see a "Could not add the scanned item" message, and you can scan it again or add it from the results list.

When you search and pick from the results list: items that are already on the order appear under Already on this order, and you can select one from there if you need a second line for it. If the item doesn't exist, you can also create a new item from this window.

For each product, enter the unit and quantity. Again, cost will automatically be calculated here based on historical cost data.

Click on "Add to order" to finalize.

If you need to locate an item that’s already been added to the order, use the Search field.

Once all products are added, click Finish Draft in the top right corner