How It Works
Each item in the report now includes a checkbox. You can:
Select individual items using the checkbox next to each product.
Click Select All to select all items currently listed on the page.
If you want to select all items in the report — including items not visible on the current page — click Select All in the top right corner. This will select every item across all pages.
Once your items are selected, click Create Purchase Order on the top right to generate the purchase orders.
What Happens Next?
When you click Create Purchase Order, the system creates the purchase order(s) as a draft.
You can find these draft purchase orders in the purchasing section under Restock PO Review, where you can:
Review the quantities
Make any necessary adjustments
save them as standard POs
Approve and send them to your vendor
Important Note About Dates
The purchase order date will always default to today’s date, even if a reorder date is selected in the report.
Important Requirements
Preferred Vendor Is Required
Purchase orders can only be created for items that have a preferred vendor assigned.
If an item does not have a preferred vendor:
Go to the Items page, and add or import via excel vendors for your items.
Assign a preferred vendor before creating the purchase order.
Additional Settings
Customize Default Purchase Order Number
You can customize your default purchase order number by navigating to:
Stores and Files - Inventory Files → File Settings - Custom PO Number
Regions Enabled?
If you have regions enabled in your account, the system will automatically create a separate purchase order for each region.
This feature is available exclusively for ConnectStock users.