Inventory
Order from a supplier
Make a purchase order and send it to your supplier on WhatsApp.
Open this in your dashboard8 steps · Video
A purchase order lists what you are buying and at what cost. Once sent, the units show as Incoming on your stock until they arrive.
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What the video says
- In this video, you make a purchase order and send it to your supplier on WhatsApp.
- Open Inventory, then the Purchase orders tab.
- Tap New purchase order.
- Pick the supplier. Their usual delivery time fills in Expected on.
- Search each product by name and tap it.
- Set how many you want of each.
- The unit cost comes from the product. Change it if the price moved.
- Tap Save as draft.
- Then tap Send to supplier.
- Tap Open WhatsApp. The message is ready in their chat, and the order is marked as sent.
- The units now show as Incoming on your stock, until they arrive.
Step by step
- Step 1: Open Inventory in the menu.
- Step 2: Tap the Purchase orders tab.
- Step 3: Tap New purchase order.
- Step 4: Pick the Supplier. Their usual delivery time fills in Expected on.
- Step 5: Search each product by name or SKU (the words in any order) and tap it or Add, then set the quantity and the unit cost.
- Step 6: Tap Save as draft.
- Step 7: Tap Send to supplier.
- Step 8: Tap Open WhatsApp to send the ready message to the supplier's chat. If no WhatsApp is saved for them, the button says Pick a chat. The order is marked as sent.