Skip to main content
All CollectionsInventory Planner basicsStock ordersPurchase orders
Settings for purchase orders
Settings for purchase orders
S
Written by Sara Jaffer
Updated over a month ago

To view the settings for purchase orders, go to Account > Settings > Purchase orders. There, you will see the following sections:

  • General settings

  • PO statuses

  • Platforms

  • Custom fields

Read more about each section below.

General settings

  • Reference # counter: set the next order number

  • Weight units: The units to use when displaying gross and net weights

  • Default status: Default purchase order status, used for new purchase orders

PO statuses

You can use this section to view your purchase order statuses. Each status lists:

  • Name: The name of the status

  • Status type: What state of purchase order the status relates to, between “Active”, “Draft”, “Closed” and “Canceled”

  • PO Count: The number of purchase orders on that status

  • Created at: The date the status was created

  • Updated at: The date the status was last updated

  • Connections: What integrations, if any, the purchase order status relates to

Platforms

Use this section to connect Inventory Planner to accounting platforms to sync purchase orders.

  • Show “Save purchase order/transfer to connection” automatically

  • Ignore unreceived FBA shipments X days after expected date

  • Platforms: Connect Inventory Planner to Xero or Quickbooks

Custom fields

Custom fields are fields you can create to appear on a purchase order. They will appear when you click the “Settings” option on a purchase order.

Click the “+ Custom field” option to add a new field. Choose between:

  • Text

  • Date

Regardless of which kind, you will then need to give the field a name and a default value. Note you cannot change the name of the custom field after it’s been created, only delete the field entirely.

Custom fields can be displayed on stock order PDFs by going to Account > Settings > Templates.

Billing and shipping addresses

You will also need to set the billing and shipping address for each of your warehouses to ensure your purchase orders are delivered to the correct place.

Go to Account > Settings > Connections & Warehouses and click “Settings” next to the relevant warehouse.

There you can enter billing and shipping addresses.

Once you’ve entered your addresses, save them. They will be populated on every purchase order for that warehouse.

Answers the questions

How do I customize a purchase order?

Did this answer your question?