Purchase Order Workflow

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Purchase orders are used to order additional units of a product from your supplier directly from your ecomdash account.

Add a Supplier

In order to create a purchase order in ecomdash, you’ll need to add a supplier to your account.

To add a new supplier:

1. Navigate to Settings > Product.

2. In the Additional Inventory Settings section, select View on the Suppliers tile to configure your ecomdash suppliers.

3. Choose Add New.

4. Provide the supplier information on the Supplier Details screen and Save to complete the setup. The Primary Address and Contact Information will be used when creating purchase orders in ecomdash, as we’ll automatically pull that information when the supplier is selected.

Create a Purchase Order

Once you’ve added a supplier to your ecomdash account, you can create a purchase order to order more inventory.

To create a purchase order:

1. Navigate to Restock > Purchase Orders.

2. Select Add New.

3. Confirm the purchase order details, which consist of PO #, supplier, and create date, and choose Create to continue.

4. Select the products you’d like to reorder from your supplier by entering the reorder quantity, marking the checkbox, and choosing Add to Purchase Order.

5. Confirm your Supplier, Bill To, and Ship To information for the purchase order on the right hand side. If any information needs to be updated, select the edit icon.

6. Select Actions and choose Submit and Print or Submit and Email to send the purchase order to your supplier.

Receive a Purchase Order

Once you have submitted a purchase order to your supplier, you’ll need to receive the PO to update quantity for your products in ecomdash.

To receive a purchase order:

1. Navigate to Restock > Purchase Orders.

2. Choose Submitted from the filters dropdown and Apply to see all submitted purchase orders in your account.

3. Select Actions > View to open the purchase order you’d like to receive.

4. Choose Complete Purchase Order in the Receipt of Goods tile on the right hand side.

5. Enter the quantity that was received from your supplier for this purchase order and select the warehouse they were received into. If you’re receiving every unit from the order, you can select the Receive Entire Order option.

6. Choose Receive Purchase Order to receive your selected units and update quantity in your warehouse.

If you select “Complete Without Receiving” before receiving the PO, it will be received with 0 quantity and you won’t be able to re-open the purchase order.

If you need additional assistance, we’re here to help. You can always -

• Reach out to support@ecomdash.com.
• Chat with a live agent within your ecomdash account.
• Schedule a call with a product specialist - available to all pro plan users.