Set Up Products for Purchase Orders

This article explains how to assign suppliers and desired quantities to products.

We recommend that you do these steps for every single one of your products as it will help automatically set the quantity for your purchase orders.

• On the Products screen, select a product.

• Use the Pencil icon to edit.

• Select a Supplier.

Note: To learn how to add suppliers, go to: Managing Suppliers

• Enter the Desired Quantity on Hand.

This is the ideal amount to have on hand for this item.  When the stock level is below the desired quantity and this product gets added to a PO, the quantity to order is automatically calculated based on this.

Example: If you have 3 currently in stock and your desired quantity on hand is 24, the system will put in the quantity of 21 on the purchase order.

• Save Changes.

To learn how to create Purchase Orders, go to: Create Purchase Orders