Creating Purchase Orders
Purchase orders let you track your pending orders from within Shepherd.
Our inventory expert Nicole recommends creating purchase orders the same day you’re placing the orders. That way, you won’t need to recreate it when you receive the order—plus, if your order comes in incorrectly, you’ll have a source of truth to show vendors.
There are two places you can create a purchase order:
Inventory > Dashboard > Add New Purchase Order
Inventory > Purchase Orders > Add New
You can edit purchase orders, from here if you click the purchase order and not 'Add New'
No matter the route you take, both routes will bring you to this screen:
A new, blank purchase order
There are two types of purchase orders you can create (we go into how these work in more detail below):
Vendor-specific: adding a vendor automatically populates all products past their reorder point associated with the vendor
Blank: toggling "Blank purchase order" to "on" gives you the ability to add any product to a purchase order
These are useful for smaller orders
And if you need them, there are additional fields for:
Once the purchase order is created, you’ll be taken to the purchase order’s details page.
A blank purchase order's detail page
Tip: We recommend keeping packing slips, receipts, and/or vendor order confirmations together with your purchase orders.
Vendor-Specific Purchase Orders
If you want to place an order for all products below their reorder point for a specific vendor, select a vendor from the dropdown in the new purchase order modal.
You can also add new additional products to the order by clicking the "Add New Product" button (pink).
A vendor-specific purchase order (with "Add New Product" highlighted in pink)
Blank Purchase Orders
If you're only looking to add a few things to a purchase order, you may want to stick with a blank one. To create a blank purchase order, make sure the Blank Purchase Order toggle is switched to the "On" position when you create your purchase order.
When you create a blank purchase order, you'll have to manually select all products you want to order from the vendor. To do that:
Click the "Add New Product" button
Select the product from the dropdown
Shepherd will automatically add in the order quantity, which can also be adjusted
From here, click ‘Add Product’ to add products to the purchase order.
Repeat this for all products you need to add to the order.