If you use the Purchase Orders feature and want to download a PO to send to your vendor, you will first want to set up your Company Info and Ship-To Address. These details will automatically appear on all POs.
Step 1: Set Up Your Company Info and Ship-To Address
Navigate to Stores & Files on the left menu, and click on the Inventory Files tab.
Locate your file and click on File Settings.
Find the Company Info box next to the Purchase Orders toggle.
Click on Company Info, and a pop-up window will appear.
Enter your Company Name, Address, Country, State, City, and ZIP Code.
Set the Default Ship-To Address where the items should be shipped. This is a default setting and can be overridden on each PO if needed.
Click Save to apply your changes.
Once this setup is complete, all future POs will automatically include the company information you entered.
Step 2: Set Up Vendor Information
To include full vendor details on the PO, follow these steps:
Go to the Inventory section.
Click on Lists > Vendors.
Here you can add a new vendor or edit an existing one by entering the full vendor details.
Downloading the PO
Once your company and vendor details are set, you can generate and download the PO as a PDF. This ensures your POs contain the correct business and shipping details before sending them to vendors.
