Creating a Purchase Order (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
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 Needed? 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)

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 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.