The Stock Orders report can be accessed from the left-hand side navigation menu.
This report lists your purchase orders, transfers and assembly orders. It can be filtered by status or product name, and it can be used to create new stock orders from scratch. You can also amend stock orders in bulk using the "bulk actions" button at the bottom of the page.
You can view the details of a particular stock order by clicking on the order number or title.
Field reference
Columns can be added by clicking the gear icon in the upper right-hand corner.
The available columns are:
Column name | Description |
Details | Provides additional, at-a-glance information about the stock order, such as:
|
Status | The status of the purchase order |
Has non-existing | Whether it contains non-existing variants |
Email sent | Whether an email was sent from the stock order |
Last modified | The date the stock order was last modified |
Replenish type | Whether the stock order contains old products, new products or a mix |
Import | If the stock order was imported, the import reference |
Stock orders batch | If the stock order was created via a batch, the batch reference |
Removed | Whether the stock order was removed (note that removed orders must be included in the filter) |
Reference # | The stock order reference |
Extra reference # | The extra reference number as set in the stock order settings |
Vendor | The vendor the stock order was raised against, if applicable |
Source warehouse | The source warehouse assigned to the stock order, if applicable |
From | Whether the goods on the stock order are coming from (either the source warehouse or the vendor) |
Destination warehouse | The warehouse the goods are being received into |
Received/ordered | The quantity received and the quantity ordered |
Currency | The currency of the purchase order |
Sent date | The date the purchase order or transfer was sent |
Created date | The date the stock order was created |
Created by | The staff member who created the stock order |
Expected date | The date the stock order is expected to arrive at the destination warehouse |
Payment date | The date the purchase order invoice was paid |
Shipment date | The date the stock order was shipped out |
Received date | The date the items on the stock order were received in to the destination warehouse |
Shipping & handling | The value of shipping and handling |
Shipment method | The shipping method used for the stock order |
Payment terms | The payment terms for the purchase order, taken from the vendor |
Subtotal | The total of the order before tax and shipping |
Total | The total of the order including tax and shipping |
Total ordered | Total number of units ordered |
Total received | Total number of units received |
Total sent | Total number of units sent |
Total remaining | Total number of units left to be received |
Notes | Any notes on the order. Click on the note to copy it. |
Automation reference # | If the stock order was created via an automation, the automation reference |
Source | Details on how the stock order was created including the user and method |
Updating purchase orders with bulk actions
If you need to update several purchase orders at a time, you can use bulk actions to save time. On the Stock Orders list, select the purchase 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 allow you to:
export purchase orders either as a summary or with details of each line item
reopen closed purchase orders
change the type or source of a purchase order
remove a purchase order
When reopening a closed purchase order, note that any unreceived items will be considered on order (for purchase orders) or transferring (for transfers).
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, select “Set Source” in the bulk actions menu.
When removing a purchase order using the bulk actions menu, note that the purchase order or transfer will not be automatically deleted in your connected platform.
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.
