{"_id":"55b1e600ae3b7621003e6674","user":"55b17309b3a7e037008ac294","category":{"_id":"55b17319ae3b7621003e65a1","version":"55b17318ae3b7621003e65a0","pages":["55b1731aae3b7621003e65a3","55b1e600ae3b7621003e6674","55b1ed35ae3b7621003e669d","55b1f894fa4acb1700910e90","55b1f8d1bd0ec92d002227d6","55b72baa2764c20d008d7cc6","55c598635c5d9f0d00496a26","5643d31cc92c470d002decf1","564bbb340cbcc91700b81719","5668a03006039e0d00c4ed5f","5668a36132fe4e0d0084f52b","56b83ffeb1e03e0d00105627","56d7d14d7a04df0b00ddefb5"],"project":"55b17318ae3b7621003e659d","__v":13,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-07-23T23:04:57.528Z","from_sync":false,"order":1,"slug":"documentation","title":"Documentation"},"parentDoc":null,"__v":12,"version":{"_id":"55b17318ae3b7621003e65a0","project":"55b17318ae3b7621003e659d","__v":6,"createdAt":"2015-07-23T23:04:56.991Z","releaseDate":"2015-07-23T23:04:56.991Z","categories":["55b17319ae3b7621003e65a1","55b1f85bbd0ec92d002227d3","5643ca63c6e9600d006bd71d","57985b0417ced017003c4c25","57e9c03b0691d50e007bee6d","58842626cdbc3c0f00175638"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"project":"55b17318ae3b7621003e659d","updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-07-24T07:15:12.600Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"settings":"","results":{"codes":[]},"auth":"required","params":[],"url":""},"isReference":false,"order":10,"body":"Here's a step by step guide on how to create your first purchase order.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"1. Create a purchase order\"\n}\n[/block]\nThe easiest way to create a new purchase order is by clicking on **Purchase Orders** then **New Purchase Order**.\n\nNext you need to pick which vendor or supplier the PO is for. A supplier is a group of vendors so if you'd like to create a multi-vendor purchase order you'll have to create a new supplier first.\n\nNext pick the PO generation type. You can start with either a blank PO or one based on Stocky's suggestion. If you're creating one using a suggestion you'll need to pick the number of days you'd like your stock to last for. POs can be regenerated at a later point in the process.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/hKzVXtcBRkyY9tKae9j2_Stocky%202.png\",\n        \"Stocky 2.png\",\n        \"2576\",\n        \"1648\",\n        \"#649424\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"2. Edit your purchase order\"\n}\n[/block]\nNow you can add, edit or remove any items from your PO as well as changing the forecast options.\n\nTo add an item use the Add Products form at the bottom of the PO.\n\nTo edit the quantity of an item just click in the quantity column which will allow you to make changes. No need to click save.\n\nAt this point you can also add or update any of the item cost prices by clicking in the cost price column.\n\nYou can also change the forecast type and adjust any of the forecast parameters on this page. Find out more about the different [forecast types](http://stocky.readme.io/docs/demand-forecasting).\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/EMionOogRWSPnyEb7SAW_Stocky%203.png\",\n        \"Stocky 3.png\",\n        \"2576\",\n        \"1648\",\n        \"#606266\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"3. Send the purchase order to your supplier\"\n}\n[/block]\nTo send a PO to a supplier you can:\n\nSend directly from Stocky via email by clicking the \"Send\" button on the PO page.\n\nOr download it as a PDF or copy and paste a simplified text version of the PO in to an email.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"4. Confirm the purchase order\"\n}\n[/block]\nOnce you are happy with your PO you can click Confirm which will mark each item as \"not delivered\". \n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"5. Receiving the purchase order at your warehouse\"\n}\n[/block]\nOnce your new stock arrives you can quickly sync it with Shopify by clicking on \"Receive & Sync Selected\".\n\nIf an item is missing you can sync it at a later date by unchecking the item before clicking on \"Receive & Sync Selected\".\n\nYou can amend the quantity of an item by clicking on the quantity column before clicking on \"Receive & Sync Selected\".\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/r1MBBTr3RNandMCRX0bc_Stocky%204.png\",\n        \"Stocky 4.png\",\n        \"2576\",\n        \"1648\",\n        \"#a3ab46\",\n        \"\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Partially receive & backordering\"\n}\n[/block]\nIf for example your supplier has sent fewer items than expected or some items have been damaged in transit you can partially receive an item and place the remaining on backorder.\n\nTo create a backorder click the arrow button to the right of the item then **partially receive**:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/4391f03-Stocky_2.png\",\n        \"Stocky 2.png\",\n        984,\n        618,\n        \"#efefef\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\nThen select the number of items to receive later (backorder), in this example 5 of the 100 items were damaged and are being sent again by the supplier:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/f7746ea-Stocky_3.png\",\n        \"Stocky 3.png\",\n        1172,\n        590,\n        \"#3a3f32\"\n      ]\n    }\n  ]\n}\n[/block]\nYou'll now be able to see the item has been split into two rows, one for 95 and one for 5 items. You can now receive the 95 items and the 5 items at a later date:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b159ea3-Stocky_4.png\",\n        \"Stocky 4.png\",\n        1006,\n        670,\n        \"#32ca38\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Discounts\"\n}\n[/block]\nTo add a discount to a purchase order go to **New** then **Other**:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7f877d0-Stocky.png\",\n        \"Stocky.png\",\n        614,\n        544,\n        \"#26dd2d\"\n      ]\n    }\n  ]\n}\n[/block]\nThen enter the discount amount (cost price), a description and a quantity of 1:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/23cc03a-Stocky_9.png\",\n        \"Stocky 9.png\",\n        1178,\n        840,\n        \"#e9eef4\"\n      ]\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"purchase-orders","type":"basic","title":"Purchase Orders"}
Here's a step by step guide on how to create your first purchase order. [block:api-header] { "type": "basic", "title": "1. Create a purchase order" } [/block] The easiest way to create a new purchase order is by clicking on **Purchase Orders** then **New Purchase Order**. Next you need to pick which vendor or supplier the PO is for. A supplier is a group of vendors so if you'd like to create a multi-vendor purchase order you'll have to create a new supplier first. Next pick the PO generation type. You can start with either a blank PO or one based on Stocky's suggestion. If you're creating one using a suggestion you'll need to pick the number of days you'd like your stock to last for. POs can be regenerated at a later point in the process. [block:image] { "images": [ { "image": [ "https://files.readme.io/hKzVXtcBRkyY9tKae9j2_Stocky%202.png", "Stocky 2.png", "2576", "1648", "#649424", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "2. Edit your purchase order" } [/block] Now you can add, edit or remove any items from your PO as well as changing the forecast options. To add an item use the Add Products form at the bottom of the PO. To edit the quantity of an item just click in the quantity column which will allow you to make changes. No need to click save. At this point you can also add or update any of the item cost prices by clicking in the cost price column. You can also change the forecast type and adjust any of the forecast parameters on this page. Find out more about the different [forecast types](http://stocky.readme.io/docs/demand-forecasting). [block:image] { "images": [ { "image": [ "https://files.readme.io/EMionOogRWSPnyEb7SAW_Stocky%203.png", "Stocky 3.png", "2576", "1648", "#606266", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "3. Send the purchase order to your supplier" } [/block] To send a PO to a supplier you can: Send directly from Stocky via email by clicking the "Send" button on the PO page. Or download it as a PDF or copy and paste a simplified text version of the PO in to an email. [block:api-header] { "type": "basic", "title": "4. Confirm the purchase order" } [/block] Once you are happy with your PO you can click Confirm which will mark each item as "not delivered". [block:api-header] { "type": "basic", "title": "5. Receiving the purchase order at your warehouse" } [/block] Once your new stock arrives you can quickly sync it with Shopify by clicking on "Receive & Sync Selected". If an item is missing you can sync it at a later date by unchecking the item before clicking on "Receive & Sync Selected". You can amend the quantity of an item by clicking on the quantity column before clicking on "Receive & Sync Selected". [block:image] { "images": [ { "image": [ "https://files.readme.io/r1MBBTr3RNandMCRX0bc_Stocky%204.png", "Stocky 4.png", "2576", "1648", "#a3ab46", "" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Partially receive & backordering" } [/block] If for example your supplier has sent fewer items than expected or some items have been damaged in transit you can partially receive an item and place the remaining on backorder. To create a backorder click the arrow button to the right of the item then **partially receive**: [block:image] { "images": [ { "image": [ "https://files.readme.io/4391f03-Stocky_2.png", "Stocky 2.png", 984, 618, "#efefef" ], "border": true } ] } [/block] Then select the number of items to receive later (backorder), in this example 5 of the 100 items were damaged and are being sent again by the supplier: [block:image] { "images": [ { "image": [ "https://files.readme.io/f7746ea-Stocky_3.png", "Stocky 3.png", 1172, 590, "#3a3f32" ] } ] } [/block] You'll now be able to see the item has been split into two rows, one for 95 and one for 5 items. You can now receive the 95 items and the 5 items at a later date: [block:image] { "images": [ { "image": [ "https://files.readme.io/b159ea3-Stocky_4.png", "Stocky 4.png", 1006, 670, "#32ca38" ], "border": true } ] } [/block] [block:api-header] { "title": "Discounts" } [/block] To add a discount to a purchase order go to **New** then **Other**: [block:image] { "images": [ { "image": [ "https://files.readme.io/7f877d0-Stocky.png", "Stocky.png", 614, 544, "#26dd2d" ] } ] } [/block] Then enter the discount amount (cost price), a description and a quantity of 1: [block:image] { "images": [ { "image": [ "https://files.readme.io/23cc03a-Stocky_9.png", "Stocky 9.png", 1178, 840, "#e9eef4" ] } ] } [/block]