Creating Purchase Orders
Purchase orders act as a way to track pending orders within Shepherd. These should be created for each order.
There are two places you can create a purchase order:
Inventory > Dashboard > Add New Purchase Order
Inventory > Purchase Orders > Add New
This is where you can edit purchase orders, as well.
Both routes will take you here:
A new, blank purchase order
To create a new purchase order, you’ll need to add:
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.
From here, click ‘Add Product’ to add products to the purchase order.
Repeat this for all products you need to add to the order.
Tip: 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.
Editing Purchase Orders
If you need to edit a purchase order that's already been made, navigate to purchase orders (Inventory > Purchase Orders).
This screen will have a list of all purchase orders for your practice.
If you need to modify a purchase order in any way, select one of the icons under 'Actions' (pink, above). These will allow you to:
Change status to:
Ready to order