Purchase Orders are used to replenish inventory. They allow you to build a list of parts, send it to a vendor, and receive those parts into stock.
How to Create a Purchase Order
Go to Parts → Purchase Orders.
Click New PO.
Choose a vendor (required).
Add parts to the PO:
Select existing inventory items
Or add new inventory parts
Enter:
Quantity
Cost
Package configuration (if applicable)
When saved, the PO receives a unique PO number.
Package / Multi-Pack Items
You can receive a single packaged item that contains multiple units.
Example from the transcript:
“One pack has 100 connectors… you receive 1 package and it stocks 100 into inventory.”
This feature:
Allows buying in bulk
Automatically calculates per-unit cost
Applies pricing matrix based on that unit cost
Sending a PO to a Vendor
POs can be:
Printed
Downloaded
Emailed
Receiving a Purchase Order
When parts arrive:
Open the PO.
Click Receive.
Enter the vendor’s invoice number.
Review details and complete receiving.
From the transcript:
“When you receive something, you’re indicating that they've shown up… duplicating a copy of the vendor invoice so you can track that purchase.”
Receiving a PO:
Updates inventory quantities
Stores the vendor invoice
Tracks purchase history for warranty purposes
PO Restrictions
Each PO can only contain parts from one vendor
To order from another vendor, create a new PO
Purchase orders are not used for Special Orders. Those are received directly on the work order.
Summary
Purchase Orders streamline restocking by organizing multi-item vendor purchases into one workflow. They ensure accurate inventory levels, cost tracking, and vendor invoice history.