Manage purchase orders in Dutchie POS

Things to consider

• You need to add items to the purchase order before you submit it. 
• You will need to have permission to create purchase orders. Please contact the Dutchie support team to have this feature enabled.
• You can delete open or submitted purchase orders, but not closed ones.

Submit a purchase order

1. Select the open purchase order you want to submit. 
2. Click the Actions dropdown and select Submit Order.
3. Enter a date in the Submit Date field. 
4. Click Submit. 

When submitting a purchase order, the option to send the vendor email is set to No as a default.

When users click Submit Order there is an option at the bottom to send label. If they mark this as Yes when submitting the order, it will flip the option to send email to Yes.

If they leave the send label option as No, it will not send the email, and they will need to manually go into the purchase order, click actions button, and send email to manually submit the email.

Edit purchase order details

1. Select the purchase order you want to edit. 
2. Click the Actions dropdown.
3. Select Edit Details.
4. Edit details as needed.
5. Click Save.

Email a purchase order

1. Select the purchase order you want to submit. 
2. Click the Actions dropdown.
3. Select Email Order.
4. Enter the vendor’s email.
   Note: If you entered a vendor email when you created the purchase order it will auto-fill here.
5. Click Send.

Reopen a submitted purchase order

If you only received part of the requested inventory initially, you can reopen the purchase order to receive the rest of the inventory.

1. Select the purchase order you want to reopen. 
2. Click the Actions dropdown. 
3. Select Re-open order.

Related articles

• Create a purchase order
• View an order