Do you need to add more information to your purchase orders? Learn what information can be added, removed or changed.

Global Settings for Purchase Orders

Go to Account (lower right corner) > Settings > Purchase Orders to change the following settings:

  • Purchase order counter - where numbering of POs will begin
  • Enable or disable product images from showing on the purchase order
  • Enable or disable cost prices from appearing on the PO
  • Set shop name and upload logo
  • Connect to an accounting platform to sync purchase orders

These settings will then apply to all purchase orders in your system (the counter will be sequential and continue with each new PO).

Billing and Shipping Address

If you want to update a saved PO, first click one purchase order. If you are creating a new PO, skip to 'Switch to Advanced Mode' two steps below.

Then, click on Edit.

If you are creating a new PO, begin with this step.
Click on Switch to Advanced Mode in the upper right corner. 

You'll then see fields for billing and shipping addresses.

Once you enter this information, it is stored in Inventory Planner so you will not need to enter that each time you create a Purchase Order.

Shop Name and Logo - as shown on PO download and emails

In Account / Settings, you can customize the name of your shop and add a logo to appear on completed POs for download and email.

Individual PO settings 

To customize settings for individual purchase orders, click 'Switch to advanced mode' while

The purchase order number and order status can be individually edited by clicking on the field and typing the new information.

The expected date is automatically entered based on the vendor lead time. It can be changed by clicking on the date and choosing a new one from the calendar.

The notes field will apply only to the purchase order being created. These notes will be visible to the vendor if you send the purchase order to them from Inventory Planner.

Internal notes about the supplier can be entered in the Vendor section. Notes about a variant or product can be added in Replenishment by selecting 'Notes' after clicking on the Column button.

Vendor Information

Vendor Information including vendor name, email, address, shipment method and payment terms can all be set up to auto-populate from the Vendor section (left side menu). 

You can also enter vendor name, email, address, shipment method and payment terms in advanced mode in the purchase order.

Tax Rate Information

Set a default tax rate in the advanced setting > details section. 

Checking the box to include sales tax in the price will note that in the subtotal section of the purchase order.

Note that some integrating platforms including Xero do not allow for adding tax to the purchase order.

Product Information

To show titles or SKUs used by your vendor (that are different than the title or SKU you use), check the appropriate box in the Details section. Barcodes can also be added in this section.

Check the box for 'include original replenishment to create a separate column for Inventory Planner's recommendation. This can be helpful if you are changing amounts or have Units of Measurement (UOM) enabled.


To add discount information to your purchase order, click on Discounts.

To create a discount that applies to your entire purchase order, enter the discount amount in the "Default Discount (%)" field.

To create a discount for an individual product or variant, enter the discount amount in the Discount column for that SKU line.

Scale or round quantities and budgets for purchase orders

If you would like to scale the recommended replenishment to an amount, use the "Scale to Budget" field. This will either add or remove units to most closely approximate the budget amount entered.

The "Scale to Total Quantity" field is similar but will scale to the number of units entered (as opposed to a currency total).

To enter the same number of units for every SKU on the purchase order, use "Reorder Quantity Override".

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