The Pio app functionalities presented in this article are only visible for Pio Admins.
Purchase orders can be imported or synced to Pio and used when storing items. You need an Admin or Manager account in order to import purchase orders to Pio.
Go to Dashboard > Purchase Orders to find the purchase order overview.
Topics covered in this article
Purchase Orders overview
The Purchase Orders overview shows all imported receivables / purchase orders.
In the receivable list you will see the following information about each order:
number of items
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. Click on 'Import' button on the top line:
After that, choose a CSV file to import.
After you have found the file, import the file(s) 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:
Expected delivery date
Total number of items
Number of items received
Status of the order
Color / Size
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 has a summary of expected date, number of products in the order and how many items are received. A detailed product list can be found in 'Order Contents'.
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.
The 'Order history' shows when the purchase order was uploaded and when it was closed.
Order comments will also be visible in 'Order history'.
Inventory Planner integration
When your Pio and Inventory Planner account 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