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Settings for stock orders

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Written by Sara Jaffer
Updated over a week ago

To view the settings for purchase orders, go to Account > Settings > Stock 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

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

Stock order statuses

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

  • Name: The name of the status

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

  • Stock order count: The number of stock 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 stock order status relates to

Platforms

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

  • Show “Save order to connection” automatically

  • Ignore unreceived FBA shipments X days after expected date

  • Platforms: Connect Inventory Planner to Quickbooks Online

Custom fields

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

Stock orders PDF templates and default templates

To learn more about configuring templates for your stock orders, click here.

Billing and shipping addresses

You will also need to set the billing and shipping address for each of your warehouses to ensure your stock 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 stock order for that warehouse.

Answers the questions

How do I customize a purchase order?

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