If you use the Purchase Orders feature and want to download a PO to send to your vendor, you'll 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
From the left menu, go to Stores & Files → Inventory Files.
Locate your file and click File Settings.
In the left panel, click Purchasing & Vendors.
Click the Company Info button — a pop-up window will appear.
Enter your Company Name, Address, Country, State, City, and ZIP Code.
Set the Default Ship-To Address where items should be shipped. This is a default that can be overridden on individual POs if needed.
Click Save to apply your changes.
Once saved, 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:
Go to the ConnectStock section.
Click Lists → Vendors.
Here you can add a new vendor or edit an existing one by entering their full details.
Downloading the PO
Once your company and vendor details are set, you can generate and download the PO as a PDF by clicking on the 3 dots next on the PO line. This ensures all your POs contain the correct business and shipping information before sending them to vendors.
You can also email POs directly to your vendor from ConnectBooks. See How to Email a Purchase Order to a Vendor for step-by-step instructions.