How do I keep a customer item off future purchase orders?
Choose Manage PO > Exclude on the customer-order line, then save the order.
The product stays on the customer's sale but is excluded from future purchasing.
Choose Include and save to bring it back. For a parent with tracked options, review whether the exclusion covers Parent and options or Parent only.
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People also ask
From other topicsDoes lead time print on the quote or the purchase order?
No. OrderPilot's calculated lead times do not appear on quote PDFs or purchase orders.
The full order calculation is shown in the app, and is also absent from POS, emails and the customer portal. A template's slowest option lead time can appear online when Show lead time is on.
Open its own pageFull guide: Set up lead times for vendors and options
Do vendor minimums stop me creating a purchase order?
No. You can save a draft purchase order below the vendor's minimum. An enforced minimum blocks sending until the quantity or value is met; an unenforced minimum gives a warning.
Minimums are checked per purchase order. An enforced value minimum also blocks sending when an item's cost is unknown.
Why is Purchase Orders or another page missing from my menu?
A missing page can be hidden by your role, an optional-page setting or the available menu space. Purchase Orders needs View purchase orders; ask an administrator to check your role. Customers and Review also need their page settings enabled.
Check More for header entries that do not fit; Analytics appears in Shopify's sidebar.
Open its own pageFull guide: Find your way around OrderPilot
Does editing a purchased line update the vendor's purchase order?
No. Changing the customer order leaves the linked purchase order's quantities and costs unchanged. Review the purchase order separately and arrange any required vendor update.
Removing a purchased line returns its reserved units and cost to stock, but does not cancel or revise the vendor order by itself.
Open its own pageFull guide: Change a locked order, or a line already on a purchase order