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.

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.

• 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.

• 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