Purchase Order (POs) list

You can view your purchase orders by going to POs using the top navigation bar.

The Purchase Orders screen displays a list of all your purchase orders with the following information:

Column	Description	Sortable?
Reference #	Lists the purchase order number. Clicking the reference # opens the purchase order in view mode. Learn more about viewing purchase orders here.	Y Default sorting (newest to oldest)
Status	The status of the purchase order. Learn more about purchase order statuses here.	Y
Details	Provides further information on what actions have taken place with the purchase order. Learn more about purchase order badges here.	N
Vendor	The vendor the purchase order is assigned to.	Y
Received/ordered	Total number of units that have been received / total number of units on the purchase order.
Created date	The date the purchase order was created.	Y
Created by	The user who created the purchase order.	Y
Expected date	The date the items on the purchase order are expected to arrive into stock. Can be edited.	Y
Total	Total monetary value of the purchase order.	Y
Last modified	The date and time the order was last changed	Y

Several actions can be performed in the PO list:

At the bottom of the page, click Recommend purchase to be taken to the Purchase screen where you can create new purchase orders.
Import orders allows you to create purchase orders by importing a CSV file. Learn more about importing purchase orders here.
Selecting one or more rows within the PO list enables the Remove orders button. Click this to remove purchase orders that are no longer required. In the Removed view, these orders can be viewed and restored.
Click a PO number to open the purchase order.

Views, filters and searching

There are a number of views available on the PO list to help you identify purchase orders which need attention.

View	Purpose	Fixed filters	Default sorting
All (default)	Lists all purchase orders.	None	Reference #
Past due	To identify potential issues or delays.	Expected date is earlier than current date Order status is not ‘Canceled’ or ‘Complete’	Expected date
Due this week	To prepare for incoming inventory.	Expected date is within the next 7 days (including today) Order status is not ‘Canceled’ or ‘Complete’	Expected date
Email not sent	To identify orders that still need to be placed with the vendor.	Order status is ‘Draft’ or ‘Open’ Email has not been sent	Reference #
Needs inventory update	To ensure your Shopify inventory levels are accurate.	Received inventory hasn’t been synced to Shopify	Reference #

Additionally, you can filter on the following data:

Vendor
Status
Expected date
Created date

The search bar at the top of the page also allows you to search for specific purchase orders. You can search on fields such as reference and extra reference, item names and SKUs.

Purchase order badges

In the details column on the order screen, you’ll see a number of badges relating to the purchase order. Badges provide information about the purchase order’s status, contents, sync status, email status, and any warnings.

The badges you can see are:

Status

Learn more about order statuses here.

Email delivery status

Icon	Badge name	Description
	Successful	Indicates the purchase order was successfully emailed to the vendor.
	Undelivered	Indicates the purchase order was sent to the vendor, but has not been received.
	Error	Indicates the purchase order was unable to be sent to the vendor.

Hover over the badge to see more information about the email, such as when and to where it was sent, or an error message if sending wasn’t successful.

Warnings

Icon	Badge name	Description
	Past due	Indicates inventory has not been received against the purchase order after the expected date.

Platform sync status

Icon	Badge name	Description
	Not synced	Indicates stock has not been updated in Shopify.
	Synced	Indicates stock has been updated in Shopify.

Purchase screen

Creating and editing purchase orders

Importing purchase orders

Emailing purchase orders

Streamline purchasing workflows