Inventory and Purchase Orders

To order inventory,  go into your settings menu and on the left hand side go to tab settings, and then select products.

Choose the product you would like to order from the product list.

In the settings for the product you have chosen, check the Track Inventory box.

Next navigate in your settings menu on the left hand side to Vendors.

Set up the appropriate vendor for your product, filling this page out as completely as possible.

Enter the vendor name and email address; these are very important for submitting the purchase order.

Once you have entered this information, navigate to purchase orders.

You can create a new purchase order by clicking Add New.

Choose the appropriate vendor for your product and click on Create Purchase Order.

This will reveal the vendor information, including shipping information and other pertinent details.

Click the save button, and start adding products to this purchase order by clicking the Add Products button.

Click on the item to make the choice and it will be added to the purchase order.

It will start with the quantity of 1 and the per item price. Enter the quantity you would like to purchase.

Click the save button,  and this purchase order will be in standby mode. You can leave this open if you would like to.

It will be found in your purchase order list under Active Orders and you can see that it needs to be sent.

If you need to do another count or find another item from that same vendor and count that item and add it to the purchase order, you can.

When you're ready to send it, click the edit button and there will be an option to send.

Click the OK button and that will still be in your active orders list until you receive your inventory.

When that delivery arrives, count your items and make sure you are receiving what you have paid for. When you are happy with the order, go back and edit that purchase order and click the Receive Inventory button, and then click the OK button.

When you return to purchase orders, you will see that this is no longer in the active order list and has been completed.

Now that you have received your delivery, you can go to your tab settings and products page and review this product that you just made the purchase for.

Scroll down to find a new stock quantity.

If you click on the stock history tab at the top, you will see the purchase order has been logged and you have a new stock quantity posted.