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Intro to Shopify Purchase Orders and How to Optimize

Introduction

Welcome back to the Q Saava YouTube channel! In this article, we’ll be diving into an introduction to Shopify Purchase Orders. This guide will help you leverage the Shopify system to keep track of incoming stock, ensure that you’re receiving the correct quantities, monitor discrepancies, and set up suppliers and vendors effectively.

Understanding Shopify Purchase Orders

Navigating to the Shopify purchase orders is straightforward. You can access it by going to the Products section and then selecting Purchase Orders from the admin panel. Here, you can view your existing purchase orders - those that you have received, those that are closed, and any new orders you might want to add.

To create a new purchase order, click on "Create New Purchase Order." Once in the order creation view, you will be able to set the following details:

  • Supplier: You can add a new supplier for this purchase order, along with their details including cost and tax rates. It’s important to note that supplier edits can typically only be made in this section.

  • Destination Warehouse: Specify where the incoming inventory will be allocated.

  • Currency and Payment Terms: Input relevant payment information.

  • Estimated Arrival Date: Note when you expect the stock to arrive from the supplier.

  • Shipping Info: If available, include the shipping carrier and tracking number.

You can also add products to your purchase order. If you haven't assigned a product to a supplier yet, you can update the costs which will save to the supplier profile for future orders. Adding any additional details, notes, and tags is also recommended. Lastly, adjustments for shipping or landed costs can be included.

Comparing Shopify with SK Savvy

If you utilize an inventory management system like SK Savvy that links to Shopify, you'll find additional benefits. SK Savvy allows you to pull in vendor information and manage inventory more effectively by generating suggestions on how much stock to purchase based on sales rates, lead time, and committed inventory.

The Check-In Process

Once your purchase order is created, proceed to the check-in process. You can mark the order as “Ordered” to confirm that your vendor has received the order. Additional actions like exporting a PDF of the purchase order, duplicating the order, or making necessary edits can be performed easily.

When you’re ready to receive inventory, there are options to receive all products at once or selectively. You can see which items you are accepting or rejecting. However, keep in mind that Shopify lacks certain features such as barcode scanning, which necessitates careful manual entry.

Upon receiving your inventory, you will want to adjust quantities based on what was actually received versus what was expected. This is essential, especially when discrepancies occur. Unfortunately, it’s challenging to track these discrepancies directly through Shopify's interface without accessing the purchase order itself.

Closing the Purchase Order

After reviewing the received items, a purchase order can be closed if all expected products have been checked in, leaving open any remaining products that you are still anticipating. This process ensures your purchase orders are accurately documented.

Conclusion

Shopify Purchase Orders provide a functional and streamlined way to manage inventory. However, businesses using more advanced inventory management solutions, like SK Savvy, may find enhanced options for balancing inventory needs and tracking, especially for perishable goods or when specific tracking methods are required.

Make sure to subscribe to the channel for more insights, and we look forward to seeing you in the next article!

Keyword

  • Shopify Purchase Orders
  • Supplier Management
  • Inventory Check-In
  • Shipping Details
  • Discrepancies Tracking
  • SK Savvy Integration
  • Purchase Order Creation

FAQ

Q: How do I create a new purchase order in Shopify?
A: Navigate to the Products section and select Purchase Orders. Click on "Create New Purchase Order" and fill in the required details such as supplier, destination, products, and estimated arrival date.

Q: Can I edit supplier details in Shopify?
A: Supplier details can be edited in the purchase order creation section, as this is often the only place where supplier profiles can be updated.

Q: How do I manage discrepancies in received stock?
A: Discrepancies can be managed by reviewing the purchase order after checking in the inventory to compare received quantities with expected amounts.

Q: Can I use barcode scanning for checking in inventory in Shopify?
A: Currently, Shopify does not support barcode scanning for this process, so manual confirmation is required.

Q: What is the advantage of integrating SK Savvy with Shopify?
A: SK Savvy offers enhanced inventory management features such as vendor information, sales rate suggestions, and improved tracking for inventory, particularly useful for perishable items.

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