If you are in the United Kingdom, the default VAT Rate will be displayed and can be changed by deleting the existing rate, entering a new rate, and clicking Save Changes.

Open an item in your inventory and navigate to the vendor ID page to adjust the item's default cost for this vendor. Note: The default cost that populates this field is taken from the vendor cost associated with this item and vendor.

Adjust the cost of the items on the purchase order as needed.

The Discount % amount is applied to the item unit cost, and is factored into the total cost of the purchase order.

Under Costs, the Shipping and Other amounts are exported to QuickBooks, if you use it.

To help you quickly track purchase orders, any text in the General Notes field also appears in the PURCHASE ORDERS list by clicking, from the main menu, Inventory > Purchase Orders.

To be included in this column, the existing purchase orders' statuses need to be set to Ordered or Check-In.

See the QTY ON ORDER column to know how much of an item is already ordered or back ordered on existing purchase orders for the same shop location.

The status for the special order item automatically changes to Ordered.Īdjust the quantities of any articles you need to, and edit any of the other fields as required. If a special order item exists for the currently selected shop, on the left menu, click Special Orders and click + Add To PO.

Quantity of the item in stock and on backorder must be less than or equal to the reorder point for the item.

Item must have a Vendor ID from the purchase order vendor OR the item must have its default vendor set to the purchase order vendor.

Only items that have reached their reorder points in the currently selected shop are added.

Criteria used to determine items added to the order using this method: You can limit the items that are added by selecting the corresponding Category. If you’ve set item reorder points and reorder levels for the currently selected shop (see Adding items), you can add the items that have reached their reorder points for the selected vendor by clicking Auto Add All under Reorder Points. NOTE: Clicking + Add Item with a blank search field displays all items across all shops. Disable Search All Catalogs to search items associated with the selected vendor only. Otherwise, a list appears from which you must select the items to add. If only one item matches your search, the item is automatically added.

To add items manually, under Add Items, enter the item description and then click + Add Item. Search the items across all shops, and then select single or multiple items for addition to your purchase order. Add the items you need, including special order items, to the purchase order, using one of these methods.If the vendor isn't listed, you can create them by entering the name of the vendor and clicking + Add. The shipping address for the shop you select appears on the purchase order. For multi-store accounts, under Status, select the shop you're creating the purchase order for.From the main menu, click Inventory > New Order.Total: The sum of the cost of all ordered items after the discount, shipping charges and/or credits are applied.Subtotal: The sum of the cost of all ordered items before the discount, shipping charges and/or credits are applied.As you check-in items and save the PO, this field is updated. Also, when you click Print Order, this field, along with the Received Quantity of each item, is included in the document. Received Total: The sum of the cost of checked-in items before the discount, shipping charges and/or credits are applied.Also, when you click Print Order, this field is included in the document. Ordered Total: The a sum of the cost of all ordered items before the discount, shipping charges and/or credits are applied.It's important for our retailers to see the subtotal of their purchase orders and the quantity and cost of all ordered items in comparison checked-in items. With this need in mind, along with having shipping, discounts and credits fields, purchase orders are designed to include the following key fields in their Check In Summary and Costs sections: Key fields in the Check In Summary and Costs sections Purchase orders are also designed to include key fields, such as Subtotal, Total, Ordered Total and Received Total , making them helpful and intuitive to use during your purchasing process.

NOTE: You can batch import items into a purchase order. A purchase order workflow has three main steps:

Lightspeed retail api documentation