When your stock runs low, you can easily order from your suppliers via email, directly from your StoreHub BackOffice!
To utilize this feature, make sure that all your products that you want to order:
- Have their specified suppliers at the Manage Products page
- Are tracking inventory at the Manage Products page
i) How to Create a Purchase Order
1. From 'Supply Needs'
Creating a purchase order from 'Supply Needs' will have the target store pre-selected depending on which ‘New Purchase Order' you click on.
From the BackOffice, go to Stock Management.
Click on Supply Needs.
Click New > Purchase Order.
2. From 'Purchase Order'
Creating a purchase order directly from the Purchase Order tab requires you to select the target store.
From the BackOffice, go to Stock Management
Click on Purchase Orders.
Click New Purchase Order.
3. Filling Out the Purchase Order
Select the Supplier and Target Store, and choose whether you want your stock to be auto-filled according to your supply needs.
Auto-fill automatically fills the purchase order with items in supply needs and from the supplier. If the ideal stock level is specified, it automatically calculates the quantity to be stocked to reach the ideal stock level. For a more in-depth guide on supply needs, click here.
Click ‘Create’ once you have filled out the required details.
Here you can edit the details of your purchase order, where you can Add or Delete items, adjust order quantities, write notes to for your order, etc.
Once you have reviewed your order, click Save or Save and Send.
- Save: Saves your recorded details.
- Save and Send: Saves your recorded details and also emails the P.O. to the supplier.
ii) How to Complete a Purchase Order
When your ordered stock arrives, go to Stock Management.
Click on Purchase Orders.
Select the ID number of that particular Purchase Order.
The page with the order details will appear.
Scroll down to the bottom and click on Receive Order.
Specify the Received Quantity and Supplier Price
New Supplier Price: If there is a new supplier price, new cost becomes:
(existing quantity on hand x old cost + received quantity x supplier price) / (existing quantity on hand + received quantity)
Note: Both the existing product cost and Supplier Price are automatically adjusted and averaged. You can still change the Supplier Price if there are any price changes.
Click Save or Save and Mark Completed
- Save: If items ordered in your Purchase Order are received partially in batches from Supplier, click Save.
- Save and Mark Completed: When all items have been received, click Save and Completed! Stock Level is only updated when it’s marked Completed.
Tip: Click on All Products Received to automatically generate values in Received Qty column.
iii) How to Cancel/Delete/Email/Print a Purchase Order
Do you want to cancel, delete, email or print your Purchase Order? Here's how to do it!
For the desired Purchase Order, click on the blue 'Actions' tab in the top right hand corner. Select the action you wish to take.
Note: Cancelling and deleting a Purchase Order is only possible if the purchase order has not been completed.
Are you using a DYMO LabelWriter barcode printer?
Click Actions > Export Labels to have your newly received items exported. You can then import this file into the barcode printer, and the labels can be printed out immediately.
Need further assistance?
Contact our Customer Care Team