Create a purchase

Create a purchase order for your vendors to track your incoming inventory.

 

URL: inventoryy.com/inventory-management/purchases/create-purchase


From the dashboard, navigate on the sidebar to Purchases > Create Purchase



Enter the following information to create a new Purchase Order:

  • Date
  • Vendor
  • Email Address
  • Phone Number
  • Mailing Address
  • Order ID (auto-generated but can be edited)

Add products to purchase orders by uploading a file, bulk upload, manual input, or import via Phonecheck.

Upload A File

  • Select “Download Template” to download the product import Excel file.
  • Complete all the fields in the Excel file, then select “Upload” to import multiple products.



Bulk Upload

  • Bulk import multiple products by SKU or Unique Identifier
  • Scan barcodes or input SKU numbers to quickly add products to a purchase order


Import via Phonecheck

  • Import by Invoice Number by selecting the date range and invoice number
  • Import by ESN/IMEI by entering each number in the ESN field
  • Select “Import” to add a product to the purchase order

Visit "Integrations" under My Account to connect your Phonecheck account.




Select "Import from Phonecheck" under Create Purchase



Import by Invoice Number by selecting the date range and invoice number



Import by ESN/IMEI by entering each number in the ESN field



Select “Import” to add a product to the purchase order



Manually input the following to add products to a purchase order:

  • Warehouse
  • SKU
  • Brand
  • Model
  • Condition
  • Notes
  • Unique Identifier
  • Quantity
  • Cost Per Unit


Bulk Apply

You can use the Bulk Apply features for faster Purchase Order creation

To apply a Warehouse to all of the products in your Purchase Order first check the boxes to the left of the products

Next, select a Warehouse and click "Apply All"

If you have a Cost set for your products on the Products page, you can bulk apply Cost to your products in the Purchase Order as well

Once again, check the boxes to the left of the products, then click "Apply Cost"



Enter the following information for shipping details:

  • Courier
  • Shipping Method
  • Shipping Cost
  • Tracking Number

Enter any details about the purchase order under “Notes”

Select “Print Labels” to print unique barcode labels for each product listed

Select “Download” to download or print a PDF of the purchase order

Screenshot (420)


Select “Save Draft” if the purchase order has not been received


Select “Add To Inventory” if the purchase order has been received.



Select "Purchases" to view and edit purchases from your vendors.