The stock orders page will show you a list of all the stock orders that have been created. To find your Stock Orders head to Inventory > Stock orders.

You will be able to see...

PO Number - when creating your stock orders you can enter a PO number, you can then use this number to search for your stock orders
Status - the possible statuses are...
- Draft - when the stock order is created
- Submitted - when you send the stock order
- Received - when you select 'Receive' on the submitted stock order the status will update to 'Received'. Once this is done, the stock order cannot be edited.
Supplier - the supplier that this stock order is for
Total cost - what the stock order totals to
Created by - which user created this stock order
Last submitted/ sent on - the date and time this stock order was submitted/ sent on

To create a stock order select 'New stock order', a pop up will then appear where you can enter...

PO number
Supplier
Supplier email (the email will automatically prefill the email entered in the supplier settings, if you have set one, or you can enter in whatever email you like).

> Create.

In the stock order, you can then edit the details to change the PO number or the supplier email.

The 'Items' section will automatically list the stock items that need to be purchased from this supplier in accordance to what you have set up as the reorder level, quantity and unit price for this product. However, you will be able to edit any of the stock items listed and change the quantity you want to order and the unit price. To do this select the three dots > 'Edit' option next to the stock item, then select 'Save changes' on the pop up when the changes have been made. You can delete any stock items from the order sheet by selecting the three dots > Delete.

If you have deleted any stock items from the order and then want to add them back on you can select '+ Add'. Then chose the stock item (this will only display items linked to this supplier), quantity and unit price. But if all the stock items for this supplier order are listed and you try to '+ Add' it will state 'There are no items to add to this order. All items supplied by this supplier have already been added.'

Once you are happy with the order you can send an email to the supplier. Check that the email address set for the supplier is correct. To do this select the 'Send' button, this will update the status of the order to 'Submitted'. This will not place the order but will just send an email of your order to the supplier.

Once you've sent the email there will still be a 'Send' button if you want to make changes and send again. There will also be a 'Receive' button. Select 'Receive' when the stock items you have ordered have arrived, in order to keep track of orders. Once received this will then update the stock level of those items.

Inventory (V2)

Creating your inventory