Vendors
Retail → Vendors
A vendor is who you order from. Each one anchors its own purchase orders, so add your suppliers before you try to raise a PO.
Record the contact name, email, phone, website, payment terms (Net 30, and so on) and any internal notes.
Reorder this week
Retail → Reorder
This is the list to work every week. It shows products that have dropped to or below their reorder point, grouped by preferred vendor, with a suggested quantity and an approximate total per vendor.
A product only appears here if it has both a reorder point and a reorder quantity set on it. If your reorder list is suspiciously empty, that's usually why rather than because everything is in stock.
Drafting a PO from the list
Pick a vendor group and draft a purchase order straight from it — the lines and quantities come across pre-filled. Review and send.
Purchase orders
Retail → Purchase orders
Statuses
| Status | Meaning |
|---|---|
| Draft | Being built. Nothing has been ordered. |
| Sent | Issued to the vendor. The order is locked. |
| Partial | Some units received, some still outstanding |
| Received | Everything ordered has arrived |
| Cancelled | Closed with nothing further to receive |
Each order shows a units-received-of-total figure, plus the dates it was created, expected, sent and received.
Raise a PO
Pick the vendor and expected date
Add lines
Each line is a product — with a variant where the product has them — a quantity, and a unit price. You can also add a free-form item for something that isn't in your product catalog: a display stand, a shipping charge, a one-off.
Add totals
Subtotal is calculated from the lines. Add tax and shipping to reach the order total.
Save as draft, or save and send
Receiving stock
When the delivery arrives, open the PO and choose Receive items.
Each line shows what was ordered, what has already been received, and what's outstanding. Enter what actually arrived. Fill remainder completes a line in one click when the whole outstanding quantity turned up.
Recording a receipt increases the on-hand quantity for those products. Receive partially and the PO sits at Partial until the rest arrives.
Cancelling
A cancelled PO stays in history, but nothing further can be received against it.
Low-stock alerts
Products at or below their low-stock threshold generate an alert, so the reorder list isn't the only thing standing between you and running out.
Reporting
- Growth → Reports → Purchase orders — what's on order and what's landed
- Growth → Reports → Stock on hand — current quantities by location
- Growth → Reports → Stock log — every movement and its cause
- Growth → Reports → COGS — cost of goods sold against revenue