Description of the Purchase order view
Key features
- Add supplier, delivery date, and other order information
- Add products and set the amount to order for each
- Generate a PDF and track the order in incoming stock
- Track discrepancies between ordered and received items
Quick guide
- Add the relevant information (supplier, delivery date, etc.).
- Add products in the Product List using the Add Products box, and enter the amount for each item.
- Click Save, then Create to generate a PDF.
The order is added to Incoming Stock. If a desired delivery date is set, it appears in the Incoming column in the product's item list.
Main fields
| Field | Description |
|---|---|
| Supplier name | The supplier the purchase order is for. |
| Customer number | Optional. The value is included on the purchase order. |
| Desired delivery date | The date you want the delivery to arrive. The date is automatically added in the incoming column in the products list (items) on the product view. |
| Language on purchase order | The language the purchase order PDF is created in. |
| Currency | The currency the purchase order is based on. |
Supplier & Customer information: details added here are included on the order PDF.
Product list and add products box
The product list is where you add the products to include on the purchase order. To add products:
- Search by product name or ID in the Add Products box.
- Click the green add icon to include the product in the product list below.
- Set the amount to order in the amount column.
Columns in the product list
| Column | Description |
|---|---|
| Size | The name of the item. |
| Stock Count | Current stock level. |
| Amount | Quantity to order. |
| Amount in | Incoming stock amount. |
 | Add a new item to the product. The new item is added on the product automatically upon saving. |
 | View details about the item. |
 | Delete the item from the list. |
Information box: add internal notes for the purchase order. These notes are only visible in Merchant Center.
After order creation
- The order appears in Incoming Stock.
- The Incoming column on the product view shows the selected delivery date.
- A Print button appears to download the order as a PDF.
Difference tab
Used to track discrepancies between ordered and received items.
Cancel order
Click Cancel to permanently remove the purchase order.
Creating a Purchase Order
Create purchase orders in Merchant Center, generate PDFs, and get an overview of your incoming stock.
Available layout and configuration for the transaction mails sent by the Geins platform
The transaction mails have a base layout and content set, plus a number of configuration options for the layout and additional settings.