Creating a Purchase Order
Option 1: Create a PO Manually
Go to Parts → Purchase Orders
Click New PO
Select a Vendor (required)
Add parts:
Select existing inventory items
Or create new inventory parts
Enter:
Quantity
Cost
Package configuration (if applicable)
Save the PO
A unique PO number is generated automatically
Option 2: Create a PO from a Work Order (Most Common)
When you request parts from a Work Order, ShopView automatically creates a Purchase Order for those parts.
Important notes:
The PO is automatically linked to the Work Order
You cannot manually assign a separate PO to that Work Order
Each Work Order-generated PO is tied directly to inventory
Sending a Purchase Order to a Vendor
Sending a PO Created from a Work Order
To email a PO to a vendor after ordering parts from a Work Order:
Go to Parts → Purchase Orders
Open the Purchase Order created from the Work Order
Click the Email button on the PO page
Make sure the vendor has an email address saved:
If saved, it will auto-populate
If not, you will need to enter it manually
Send the PO
The vendor will receive the Purchase Order directly via email.
Package / Multi-Pack Items
You can receive packaged items that contain multiple units.
Example:
One package contains 100 connectors
Receiving 1 package adds 100 units to inventory
This feature:
Supports bulk purchasing
Automatically calculates per-unit cost
Applies pricing matrix based on unit cost
Receiving a Purchase Order
When parts arrive:
Open the Purchase Order
Click Receive
Enter the vendor’s invoice number
Review and complete receiving
Receiving a PO:
Updates inventory quantities
Stores the vendor invoice
Tracks purchase history for warranty and reporting
Purchase Order Rules & Limitations
Each PO can only contain parts from one vendor
To order from another vendor, create a separate PO
Purchase Orders are not used for Special Orders
Special Orders are received directly on the Work Order
Summary
Purchase Orders streamline inventory restocking by organizing vendor purchases into a single workflow.
Parts requested from Work Orders automatically generate Purchase Orders, which can then be emailed to vendors, received into inventory, and tracked for cost and history.