Purchase Orders

Creating a (Manual) Purchase Order in Helm
Manual Creation
From the sidebar go to Purchasing->Purchase Orders
Press the Create Purchase Order button
Select Create Manual PO
Add a PO Number
Select your supplier from dropdown (can be yourself)
Suppliers can be created on the Contacts page if needed
Set warehouse to Warehouse
Add an expected delivery date
This will load up a full Purchase Order page that should be fairly simple to understand
There may be no delivery address, but as it's coming to the warehouse you will want to set the details to:
Units 13-17 Riverside Industrial Park
Moody Lane
Grimsby
North Lincolnshire
DN31 2AN
Click Add Inventory, you will need to do this for each individual SKU you are adding
Select the relevant item that is getting sent to the warehouse
Set the quantity to the amount that is getting delivered
Click Create
Final Part
Once the PO is added and looks good/has been sent wherever it needs to be sent this needs to be set as Submitted.
To do so, select the dropdown at the top-right and choose Submitted.

Uploading a Purchase Order CSV (ASN alternative)
CSV Upload (recommended)
A CSV example directly from Helm can be downloaded from the Import/Export Purchase Order page accessed through Imports/Export->Purchase Orders
This consists of the following (but may alter, so I recommend checking the CSV download from Helm on occasion).
Name
Description
Expected Value
*Purchase Order ID
A Unique ID for the Purchase Order
*Supplier Email
The email address of the supplier (can be own email)
*Location ID
The location this item will be stocked to (Warehouse is 6, so choose 6)
6
Expected Delivery Date
When it should be getting to the warehouse
*Product SKU
The SKU for the product on this line
PDT-123, etc
*Product Quantity
The amount of this product getting delivered
120
Product Name
The name of the product
Product Line Total Discount
0
Product Expected Delivery Date
PO Notes
Payment Currency
GBP, etc
Product Notes
Product Delivered Quantity
Product Unit Price
Custom Fields
Any custom field data for the product(s)
 
Uploading/Importing
Once the PO is completed
Go to Imports/Export->Purchase Orders
Upload the file
Check the mappings are correct (if you use the template they should be, but double check for safety)
Press Submit Mapped Data
 
Final Part
Once the PO is added and looks good/has been sent wherever it needs to be sent this needs to be set as Submitted.
To do so, select the dropdown at the top-right and choose Submitted.

Purchase Order additional features
From the PO page, you can track deliveries related to the PO, any notes added (by yourself, or OFC), and any logs for updates of the PO.
You can also print the PO for records, or to send to suppliers, or could send the PO directly to the supplier via Helm.