TL;DR
Let's Do It Together!
Step 1: Access Purchase Order Page
Navigate to the Purchase order page.
Click on Create Purchase Order.
Step 2: Select Supplier and Destination
Select a supplier and enter the destination.
Step 3: Enter Product Details
Enter the product and quantity.
Add the supplier, SKU, cost, and any tax.
Smart generate (auto-fill line items). Next to Manually select products and Select via CSV, click Smart generate to have EasyScan build the line list for you instead of adding products one at a time.
Choose the product scope — your supplier's whole linked Shopify vendor catalog, or a specific collection — then pick a restock strategy: Demand forecast (Advanced/Pro; orders based on sales velocity plus lead time), Smart restock (only items at or below their reorder point), Fill to maximum (tops every included item up to its target level), or Fixed amount (one quantity applied to every item).
Generated quantities respect each product's reorder point, target level, and minimum order quantity — set under that product's Inventory requirements. Products without those values are skipped rather than guessed, so add them manually if you want them included.
Running Smart generate from an existing draft merges results into it — matching products get their quantities added together, new products are appended — rather than starting a new purchase order.
Step 4: Additional Information
Add shipment details, additional details, and payment details.
Step 5: Save the Purchase Order
Press Save to create a draft purchase order.
You have now created a draft purchase order.
Step 6: Manage Your Purchase Order
From the draft, you can delete, duplicate, export as CSV, or print as PDF.
Step 7: Mark as Ordered
Once satisfied, click Mark as Ordered.
Note: After marking as ordered, you cannot revert to draft.
Press Mark as ordered to confirm.
You are now able to receive incoming inventory from your supplier.