Buy for stock

Before you start

Use the PO Workbench guide for customer-order selection. This guide focuses on the quantities you want to keep in stock.

Create a standalone purchase order

1. 1

   Step 1: Open standalone purchasing

   Open Purchase Orders and click Create standalone PO. You can also tick Standalone PO in a new workbench.

   Choose Fulfillment Location before adding vendors. The chosen location receives the stock.

   Warning

   Switching purchasing modes discards unsaved vendor selections and edits. Removing a standalone vendor card has no confirmation.

2. 2

   Step 2: Add the vendor

   Click Add vendor, search for an active vendor and choose it. The vendor card opens in Edit.

   Each vendor can appear only once in the standalone workbench. Add another vendor card for goods bought from a different vendor.

3. 3

   Step 3: Add an existing product

   Choose Add item, then Existing Shopify product. Select the product and set Quantity and Unit Cost.

   The picker excludes templates, and its retail price is not copied into cost. Check the cost independently before creating the PO.

4. 4

   Step 4: Review and create

   Check notes, delivery details and Requested Delivery Date, then click Save. Tick the vendor card and choose Create POs.

   Confirm the draft creation. The resulting PO shows Stock replenishment as its purpose.

Screen reference

Add a product not yet in Shopify

1. 1

   Step 1: Open New product

   On a new vendor card, choose Add item > New product…. Enter Product name, Quantity and the optional SKU, category and retail price.

   Enter Unit cost if known. The vendor comes from the card, and quantity must be at least 1.

2. 2

   Step 2: Choose whether to save a template

   Tick Also save it as a template when the piece should be quoted again with options. Click Add to PO.

   The line joins the purchasing card. Processing the PO creates an unlisted Shopify product; receiving later adds its inventory.

   New product entry is available on new standalone and customer-linked POs. Editing a saved PO offers existing products instead.

Buy an exact template configuration

1. 1

   Step 1: Choose the template

   Choose Add item > From a template… and use Search templates. Click Choose beside the template.

   The configuration form opens. Only active templates available at the location appear.

2. 2

   Step 2: Choose every option

   Select the exact configuration you want to stock. Enter Quantity and review Unit cost, which starts from the template and chosen options.

   Enter a SKU if you use one, then click Add to PO. The form notes that the configuration is stocked at the PO's location when it is received. Missing required choices keep Add to PO unavailable.

   

   If Already stocked as appears, receiving adds units to that existing configuration. The configuration is a Stock unit variant of the template's own Shopify product.

Order extra units on a customer PO

1. 1

   Step 1: Raise the quantity

   Open the customer PO's vendor card in Edit. Raise Quantity above the customer's remaining need.

   The help separates the amount as 1 for this order · 1 for stock, for example. Check that split before proceeding.

2. 2

   Step 2: Create the purchase order

   Save the card and create the draft. For a template parent, the note explains that received units become stock of that exact configuration.

   Units needed by the customer are held for the order; the surplus stays available for sale.

   

What happens next

Receive the delivery when the goods arrive. A new Shopify product must finish being created before its receipt can be posted.

Template units become sellable stock of the chosen configuration. Use Use stock unit when selling one later.

If something goes wrong