Purchase Orders

NOTE

The Pio app functionalities presented in this article are only visible to Pio Admins.

Purchase orders can be imported or synced to Pio and used when storing items. You need an Admin or Manager account to import purchase orders to Pio.

Go to Dashboard > Purchase Orders to find the purchase order overview. 

Topics covered in this article

Purchase order overview
Import a purchase order
View purchase order
View purchase order contents
View purchase order history
Inventory Planner integration
Storing all items in a Purchase Order

Purchase Orders Overview

The Purchase Orders overview shows all available purchase orders.

The purchase order list shows the following information about each order:

  • order number

  • expected date

  • number of items

  • status

Sort and filter

You can sort the receivables list by:

  • Expected date (recent / oldest)

  • Order number (ascending / descending)

By using filters, you can limit the purchase order list to show only orders with a specific status. 

To remove all filters, select ‘Clear all’.

Import purchase orders to Pio

You can import a purchase order as a CSV file to Pio. Select the 'Import' button in the top menu: Screenshot 2024-07-18 at 10.21.50.png

After that, choose a CSV file to import. 

When you have found the file, import it to Pio. You can upload multiple files at the same time:

View purchase order

Selecting a purchase order from the list will give you more detailed information about the order:

  • Order number

  • Expected delivery date

  • Total number of items

  • Number of items received

  • Status of the order

  • Order contents:

    • Product name

    • SKU

    • Color / Size

    • Status

From the order content, you can access details on each product and where it is stored.

View order contents

Select a purchase order. The order view includes a summary of the expected date, the number of products in the order, and how many of them are received.

A detailed product list can be found in the 'Order Contents' section. If a note has been added for some of the products, a red icon will show on the product line. Click the icon to reveal the note.

Click on a product to see details on item locations, availability, and allocated items.

View order history

When viewing an order you can easily find the 'Order History' by clicking the three dots-icon next to the order status.
Screenshot 2024-07-18 at 10.45.41.png

The 'Order history' shows when the purchase order was uploaded and when it was closed.  view_order_historyINVENTORY_LIST-2.jpg

Order comments will also be visible in 'Order history'.

Inventory Planner integration

When your Pio and Inventory Planner accounts are connected, all Purchase Orders (Stock orders) from Inventory Planner will be synced to Pio.

Go to Admin > Purchase Orders and select 'Refresh' to force a new sync with Inventory Planner.  

Details on Inventory Planner integration: Integrate with Inventory Planner

Storing all items in a Purchase Order

You can store products directly from a purchase order.

Go to Pio app and select 'Store' > choose bin layout/shelf item > switch to 'Purchase Orders' tab in the bottom section of the 'Search for product' page.

If any open purchase orders exists, you can select one here and start storing the products in the PO. 
 

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