Veeqo allows you to fully manage your purchasing process, from generating a Purchase Order to booking in the stock for your products once they arrive.
Advantages of Using Veeqo Purchase Orders
Manage supplier relationships and outstanding purchase orders
Reconcile received goods with supplier invoices
Coordinate with accounting teams for payment
Maintain accurate inventory levels for each product in every location
Manage the location receiving process with software
There are three main ways to create purchase orders:
Create one PO based on preset options or searching for products (this article)
Create one or multiple POs based on reorder levels from Demand Forecast Report
Important:
Once a purchase order is created it cannot be deleted. In order to "cancel" a purchase order in Veeqo you will need to complete it without receiving stock.
Once a purchase order is out of the draft status, it can no longer be edited.
Recommended Setup Before Using Purchase Orders
Before you start using the Purchase Order features we recommend that you perform the following:
Note: Bundle/Kit products can not be added to Purchase Orders. Kits are designed to be based on individual components and these should be purchased instead of completed kits.
Recommended Purchase Orders Process
Manually create and send a Purchase Order OR Import Purchase Orders By CSV
Create a Purchase Order
Go to Warehouse
Select Purchase Orders
Click +NEW PURCHASE ORDER
Fill in the following fields:
Date Created - By default this will show today's date. You can change this to reflect the actual date the purchase order should be created. This will be shown on the attached file which is emailed to the supplier
Expected Date - This is blank by default. If you know the supplier's typical delivery time you can enter the estimated date that the items should arrive at your location.
Purchase Order Number - By default, this is set to have a prefix PO- followed by numbers. This is used for you to identify the different POs.
Reference Number - By default this is blank. If your supplier requires a specific number to be quoted when generating a PO you should enter this here.
Select Supplier - This dropdown list will show your suppliers. If you have lots of suppliers you can use the search to find them. If you can't find your supplier make sure you have Created Suppliers first.
Supplier Currency - When adding the supplier into the Purchase Order, the Supplier Currency will automatically be applied depending on what currency was added the Supplier.
Choose the location you want to purchase the stock for. This is the location that will receive the inventory from the Purchase Order.
Add the products you want to order from the supplier. There are two options to select your products. You can either:
Use reorder levels
Click the plus icon to the right of the search bar and click "ALL PRODUCTS FOR LOCATION FROM SUPPLIER BELOW RE-ORDER LEVELS"
Search for individual products
Use the search bar to search for the products you want to add to your purchase order and click on the correct product to select it.
You can add notes or a shipping and handling cost to your purchase order if needed.
When you're ready to send your purchase order you can choose to email the purchase order to your supplier and download the purchase order by ticking the checkboxes. You can also decide if you want the Purchase order as a PDF or CSV file using the dropdown arrows.
Click SAVE. When you save the PO Veeqo will act on the options you selected above.
Note: By default, the selected Location Address will be used for Shipping and Billing Addresses which will be pre populated. If you want to amend the default Shipping/Billing Addresses for this Purchase Order make sure the check box "Ship to different address" is ticked. This won't change where the inventory is received but will edit the addresses used on the Purchase Order sent to your supplier.
Multi-currency and multi-tax
Veeqo's purchasing function supports multi-currency and multi-tax rates for your suppliers.
