Overview
In this guide we will show you how to create, view and manage your Purchase Orders, directly in Expandly.
Before you start
Before create a purchase order, you will need to add your supplier detail(s) to Expandly. Click here for information on this process.
Creating a Purchase Order
1. Click Purchase Orders (left menu) and then Manage Purchase Orders
2. Click (top right)
3. On the Create Purchase Order page, complete the purchase order information, including:
Supplier Name - start typing to find the name
Supplier Address - select from drop-down
Delivery Date - click to select the date
PO number - type in number information (you can set up automatic Next Purchase Order Numbers in Expandly - click here for more details)
Item - start typing to find the product in Expandly
Buy Price
Quantity
Notes - free text to allow you to write notes if required
4. Click (top right) to create.
Viewing Purchase Orders
1. Click Purchase Orders (left menu) and then Manage Purchase Orders
2. On your Manage Purchase Orders page, you will be able to view purchase order(s) information including the status of the PO (Pending or Goods Received), whether the PO is Overdue and if the purchase order(s) has been sent to Xero
3. Apply filters (top left) to be able to search for Purchases Orders by criteria such as Supplier Name, Order Status, Payment Status and Order Date
Updating a Purchase Order
1. Click Purchase Orders (left menu) and then Manage Purchase Orders
2. Find the Purchase Order you want to update
3. Click (right side) and select to Edit, Mark as Goods Received, Send PO to Xero or Archive order
Updating Purchase Orders in bulk
1. Click Purchase Orders (left menu) and then Manage Purchase Orders
2. Find the purchase orders you want to perform bulk actions to and select these orders by ticking the boxes to the left
3. Click (top right) and select:
Mark as pending
Mark as goods received
Print Purchase Order
Send order to Xero
Sending Purchase Orders to Xero
Please click here for full instructions on Sending Purchase Orders to Xero
Archiving Purchase Orders
1. Click Purchase Orders (left menu) and then Manage Purchase Orders
2. Find the Purchase Order you want to archive and click (right) and
3. Any Archived Purchase Orders will no longer show on your Manage Purchase Orders page however can be viewed (and unarchived if required) via the Purchase Orders> Archived Purchase Orders page (left menu)
Need more help?
If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.
Multi-Channel eCommerce Software | Expandly
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