With Pet Manager, you can manage your purchasing efficiently by generating Purchase Orders (POs) and sending them straight to your suppliers. This keeps your ordering process structured and ensures every request is clearly documented.
Maintaining accurate records of your stock purchases supports reliable inventory management and smooth auditing.
In This Article
To manage and raise a Purchase Order go to Retail > Purchase Orders > Add Purchase Order
Adding a New Purchase Order
Supplier - Choose the supplier from the dropdown menu. If the supplier does not exist in the system, you may add a new one by selecting button.
Notes - Allows users to enter optional comments or supporting information. This field is flexible and can be used for internal remarks, follow‑up details, or any context needed for future reference.
Location - When operating in a Multi‑site environment, specify the destination location for the delivery or billing.
Shipping Cost - Specify the shipping fee paid for the order.
Shipping Tax - Enable this option to display tax applied to the shipping charge.
Apply Tax - Enable this option to display tax applied to the products.
Tax will be calculated according to your configured Invoicing settings. View Invoicing For further details, |
Product - Select the required product from the dropdown menu. Products must be set up in the system prior to generating a Purchase Order. The available stock level for each product is displayed for reference.
Selecting a supplier will filter the list to show only the products associated with that supplier. Any products not linked to a specific supplier will also remain available for selection.
Quantity - Specify the amount you intend to reorder.
Add Item - To add additional Items click the
Purchase Order Details - The Order Details section itemises all products included in the order, along with their respective quantities and costs.
Invoice Total - Indicates the complete cost associated with the Purchase Order.
Once completed
Upon completion, a Purchase Order overview page is generated. This page provides a clear summary of all key information related to the order, including the supplier’s details, the current payment status, a full list of the products ordered, and the stage the order is currently at. This overview allows you to quickly review the order’s progress, confirm what has been requested, and ensure all details are accurate before moving on to the next steps.
Items - Itemises all ordered products, their respective quantities, and the corresponding costs.
Emailing The PO To Your Supplier
In order to issue the PO and email it to the supplier, the PO must be finalized. Select the Pending button in the upper‑right corner and choose Finalize from the dropdown menu.
After finalization, the button will change to Finalized, accompanied by an email icon beneath it.
Selecting the email icon will open a pre‑populated email template based from your Email Template settings. The Purchase Order is attached by default.
Example of Purchase Order sent to the supplier.
From - Identifies the supplier associated with the Purchase Order.
Ship To - Specifies the destination address to which the order will be delivered.
Viewing A PO In Progress
At this stage, viewing a product or its variants will display the quantity of incoming items on the overview page. This confirms that an order is in progress and specifies the number of units that have been ordered.
Example of a Product showing Incoming Stock.
| When viewing a product, the overview page will show the number of items to be received (Incoming). | You can track the progress of the order by opening the Purchase Order tab. This will show if the PO has been sent, invoiced, paid, procured, status and date created. |
| If the product has multiple variations, the order status information will appear on the parent product too, so you can see the progress at a glance. | |
| Note: If you buy individual variants by the box, the Purchase Order will display under Boxed Variants. It will only show under Individual Variants if that item is set up to be purchased both individually and boxed. |
Upon finalization of the Purchase Order, additional tabs become available, offering expanded order information and related functions.
After the Purchase Order is issued and sent to the supplier, the next step is to record the delivery. Once the goods arrive, procurement is completed by confirming what was received.
Billing then matches the supplier’s invoice to both the PO and the receipt to ensure accurate payment.
To read the article about recording delivered items (Procurements) and raising the bill (Invoicing) view -
For More Information
On adding Products view - Adding Products - Retail
On how to find purchase orders view - Find Purchase Orders
On how to add a supplier view - Adding Suppliers
On editing email templates view - Using Order & Purchase Order Email Templates
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