The Processing tab allows you to create and manage purchase orders that are waiting to be processed. Processing purchase orders are those that have been drafted, submitted, or accepted by a distributor, but has not yet been received and closed by a user in your warehouse.

Available Actions

A number of actions can be performed on this tab, including:

Menu: This menu contains a couple of tools that can help quickly manage your purchase orders:

  • Backorder report: This allows you to quickly see which items in your processing purchase orders are still waiting to be received.

Actions: This menu contains a couple of tools that can affect a selected purchase order or group of purchase orders:

  • Send purchase orders: This allows you to quickly e-mail the selected purchase orders to their respective distributors. Each e-mail will list the items being purchased, the rates and total price, and other details.
  • Print purchase orders: This allows you to quickly print out paper drafts of the selected purchase orders. The drafts will feature barcodes that you can scan to open the Purchase Order page.
  • Delete purchase orders: This allows you to quickly delete the selected purchase orders. Unlike closing a purchase order, this will not receive the purchase order's contents into inventory — instead, the quantity being ordered will be removed from each item's Incoming count.
  • Bulk status change: This will quickly change the processing status for the selected purchase orders to the status of your choice.

Create purchase order: This allows you to quickly create a new purchase order from one of your stores to a distributor. If you have not done so yet, you can add your distributors in the Distributors tab.

Filters: You can filter what is shown in the purchase orders table by distributor.

Columns: You can show or hide any of the columns available for this table. Those column options are listed below.

Tags: You can add tags to or remove tags from selected purchase orders by toggling the tags in this menu. Select Manage tags to add or edit available tags.

Search: This allows you to search for purchase orders by their distributor, creation date, and more.

Processing Orders Table

Your processing orders are laid out in a table. This table can be sorted by any of its columns. The columns available include:

  • PO #: The unique identifier that was manually entered or automatically generated when the purchase order was created. You can receive or manage a purchase order by selecting its PO # and going to the Purchase Order page.
  • Warehouse: The warehouse for which the purchase order was created.
  • Distributor: The distributor that the purchase order will be submitted to. You can manage your distributors in the Distributors tab.
  • Status: This indicates whether or not the purchase order has begun the process of receiving.
  • Tags: Custom tags can be created and added to purchase orders. Tags can be labeled however you choose, and can be used for various organization needs. To add tags to a purchase order, toggle the checkbox on the purchase order's row and toggle the desired tag in the Tags menu.
  • Created: The date and time that the purchase order was created.
  • Creator: The user account that created the purchase order.
  • # units: The total number of items that have been added to the purchase order.
  • Total: The total value of the purchase order based on the items being ordered and their submitted wholesale prices.
  • Dropshipped: This indicates whether or not this purchase order has been dropshipped. Dropshipped purchase orders are created through an order's Purchase Orders panel.
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