Order stock from a supplier

Raise a purchase order, mark it as sent, and book the delivery in so stock and cost prices update together.

In the app

InventoryPurchase orders

Who

Owners, admins and equipment staff

1. 1

   Add the supplier

   On Suppliers, press Add a supplier. Enter the Name, Who you deal with, Email, Phone and Payment terms, and press Add supplier.

2. 2

   Raise the order

   On Purchase orders, press New order. Choose the Supplier, add your own Reference, the Expected date and where to Deliver to, and press Create order.

3. 3

   Add the lines

   Press Add an item. Choose the Item, the Quantity and the Unit cost the supplier quoted, and press Add line. Repeat for each item.

4. 4

   Mark it as sent

   Send the order to the supplier the way you normally do, then press Mark as sent.

5. 5

   Book the delivery in

   When it arrives, press Record a delivery. Choose the shelf it Landed on, enter what arrived and what it cost, and press Book it in.