Create purchase orders and track inventory

Carry the decision through to the order, then keep an eye on stock after it arrives.

Create a purchase order

1. In a scan, open Top 20 opportunities (or select products in the grid).
2. Select the products you want and click Create purchase order.
3. Check the quantities, which start at the recommended order quantity, and the unit costs. Products without a cost cannot be ordered.
4. Create the order.

Manage your orders

Open Purchase orders in the menu. For each order you can Export to Excel to send it to the supplier, Mark as ordered once it is placed, Receive in full when the goods arrive, or Cancel order. Costs are in the currency of the marketplace the scan ran on.

Inventory

Received orders appear in Inventory with stock on hand, stock value, monthly demand, days of cover, reorder point and a suggested reorder quantity, so you know when to buy again before you run out.

Read how many units to order for the thinking behind the quantities.