If you receive an order for a product you do not have available, you may find that you need to generate a purchase order to request the goods from your vendor. Generate PO allows you to create and link a purchase order to a sales order.

1. Go to Fulfillment > Generate PO.
   • Channels - Include or exclude specific channels
   • Order Status - Include or exclude unconfirmed, unshipped, to be shipped, or backorders
   • Date Range - Narrow your search results by date range.   Select your filters and click Search to pull up a list of unfulfilled orders.

   

2. Tick the checkbox next to the orders for which you would like to generate a PO. You may not generate a PO for any order that has already been used to generate a PO.
   • Dropship will copy the shipping address information from your sales order to your purchase order.
   • Ship to warehouse will use the address from your warehouse for the shipping address.  Select 'Dropship' or 'Ship to Warehouse'

   

3. Click Generate PO. If your sales order contains products from different vendors, it will split the order into a parent with child orders, and a new PO will be generated and linked to each order individually.
4. You will be redirected to the PO print preview page. Your sales order's notes fields will be automatically copied into the purchase order notes. In our example below, we've generated a 'ship to warehouse' PO.

   

After you've generated a PO from a sales order, you can check the 'order detail page' for that order.

1. Go to Orders > View Orders.
2. Search for your order.
3. Click on the order ID to jump to the order detail page.
4. There will be a new line for the 'Vendor PO' with a direct link to the PO itself.