Welcome to the ATUM's Help Center 👋

Creating a new Purchase Order

Updated 4 months ago

After you have set up products in WordPress, you can add purchase orders in ATUM when you intend to purchase products from a supplier.

To add a new purchase order:

  • Go to ATUM Inventory > Purchase Orders.

  • Click Add New PO.

  • Enable the Multiple Suppliers option if you want to add any product to the PO.

  • Keep the Multiple Suppliers option disabled and select a supplier in the Supplier field if you want to add products from a specific supplier only.
You must have also already added the supplier in ATUM Inventory > Suppliers. You can learn how to create a supplier here.

This field acts as a search field for all of your suppliers and displays any suppliers you have that match the text you have entered.
  • Enter the date the products are expected to arrive from the supplier in the Expected at location date field.

  • (Optional) Enter a description of the purchase order in the PO description field.

  • Click Create.


ADD PRODUCTS TO THE PURCHASE ORDER

  • Click Add Items(s) to add a product to the purchase order.

  • Click Add product(s).

  • The Add products pop-up appears. Enter the name of the product you want to add.
If you have Multiple Suppliers enabled, this pop-up allows you to search all the products of your store.

However, if you have Multiple Suppliers disabled, this pop-up allows you to search all the products for the supplier that you selected.



This field acts as a search field for all of the supplier’s products, and displays any products they have that match the text you have entered. You must enter at least three characters.
  • Select the product and click Add.

If you need to adjust any information about the product, click the product name to open the Product page in a new tab.
  • To increase the quantity of the product, click the edit icon and enter a new quantity in the Qty column.

  • Click Save.

  • To change the purchase price of a product, click the edit icon and then enter a new purchase price in the Total column.

The purchase price is divided by the number of items you have in the Qty column.

  • Click the Set purchase price button.

  • Click Save.


ADD FEE TO THE PURCHASE ORDER

If you need to add a fee:

  • Click Add Items(s) button.

  • Click Add fee button.

  • A new fee row appears.

  • Click the edit icon and enter the name and the total cost.

  • Click Save.


ADD SHIPPING COST TO THE PURCHASE ORDER

If you need to add Shipping Costs:

  • Click Add Items(s) button.

  • Click Add Shipping Cost button.

  • A new Shipping Cost row appears.

  • Click the edit icon and enter the name, rate type, and total cost.

  • Click Save.


ADD TAX TO THE PURCHASE ORDER

This option only applies if the WooCommerce Taxes are enabled. To enable taxes go to WooCommerce > Settings and mark Enable Taxes checkbox. 

If you need to add Tax:

  • Click Add Items(s) button.

  • Click add tax button.

  • The Add tax pop-up appears. Select the tax rate, and then click Add.

  • A new tax column will be added to the product row.

  • Click Recalculate to apply the tax.


PDF GENERATION

Finally, you can generate a PDF with the purchase order information. You have two options:

  • Generate the PDF from the page of the new purchase order

  • Generate the PDF from the list of the purchase orders

Did this answer your question?