If you need to update several stock orders at once, you can use bulk actions to save time.
On the Stock Orders list, select the stock orders that you want to update using the checkboxes on the left side, then click “Bulk actions” at the bottom of the screen.
The Bulk actions menu allows you to:
approve drafts
export stock orders either as a summary or with details of each line item
close or reopen stock orders
set the dates for stock orders
change the source of a stock order
remove a stock order
Approving drafts
Select the appropriate draft purchase orders and click "Approve draft" in the menu to approve them in bulk.
Note that you cannot approve draft orders loaded from connected platforms.
Exporting stock orders
You can export stock orders as a summary, or as a detailed report including all line items.
The summarized list includes the columns available on the stock orders list, while the detailed report includes all items on the stock orders and their details.
Stock order export fields
Stock order export fields
Reference #, order type, extra reference #, status, vendor, from, to, currency, PO sent date, created date, created by, start date, expected Date, payment date, shipment date, PO received date, vendor address, billing address, shipping address, shipping and handling, subtotal payment, total payment, total ordered, total received, total received units cost, total remaining, total remaining units cost, notes, last modified at, replenish type
Stock order line items export fields
Stock order line items export fields
Name, SKU, barcode, FNSKU, ASIN, ID, image, vendor reference, MOQ, category, brand, ordered, received, cost price, UOM details, UOM, UOM cases, ordered units cost, discount, received date, remaining, net weight, total excl tax, total, received history, item notes, received units cost, remaining units cost, reference #, order type, extra reference #, status, vendor, from, to, currency, PO sent date, created date, created by, start date, expected date, payment date, shipment date, PO received date, vendor address, billing address, shipping address, shipping and handling, subtotal payment, total payment, total ordered, total received, total received units cost, total remaining, total remaining units cost, notes, last modified at, replenish type
Closing or reopening stock orders
Select open stock orders to close them, or select closed stock orders to reopen them.
Then click "Close" or "Reopen" in the Bulk actions menu.
When reopening a closed purchase order, note that any unreceived items will be considered on order (for purchase orders) or transferring (for transfers).
Note that you cannot close or reopen orders loaded from connected platforms.
Setting the dates for stock orders
You can use the "set stock order dates" action to set or clear the already set expected, payment, and shipment dates from a group of stock orders.
Simply set the toggle for the appropriate date, and if setting a date, select the date. Then click "Apply".
Note that you cannot change or clear the dates for orders loaded from connected platforms.
Setting the source of stock orders
You can use the "Set source" action to change a purchase order to a transfer or vice versa, update the vendor of a purchase order, or select a different source warehouse for a transfer.
Set the order type. If you choose "Purchase order", you can then set a vendor. If you choose "Transfer order", you can choose a warehouse.
Removing stock orders
To remove stock orders, select the stock orders, then choose "Remove".
Removed stock orders will no longer appear in the stock orders list or impact reports.
Note that you cannot remove orders loaded from connected platforms.
If you delete a purchase order in error, you can retrieve it by using the filters at the top of the page to look for “Removed” purchase orders.
