🔁 Set Up Auto Purchase Orders (Auto PO) for Vendors 🔁 Set Up Auto Purchase Orders (Auto PO) for Vendors

🔁 Set Up Auto Purchase Orders (Auto PO) for Vendors

Setting up an Auto PO (automatic purchase order) helps streamline your restocking process by pre-setting cost and vendor preferences. This allows Quickvee to generate baseline purchase orders automatically when needed.

🛠️ Step 1: Assign a Preferred Vendor to a Product

  1. From the Lock Screen, enter your 4-digit access code.Lock Screen

  2. Tap Inventory.tap inventory

  3. Tap Products.tap products

  4. Select the product you'd like to link to a vendor for Auto PO.

  5. Scroll down and tap Vendors.

  6. Tap the ➕ icon to add a new vendor.

  7. Select a preferred vendor from the list.

  8. Enter the Cost Per Item for this vendor.

  9. Enable Preferred Vendor by toggling the option.

⚙️ Step 2: Generate an Auto Purchase Order

  1. Tap Purchase Orders from the Inventory screen.

  2. Tap the ➕ icon to create a new PO.

  3. Select the Vendor you've assigned Auto PO settings to.

  4. Tap Auto PO.

Quickvee will now generate a purchase order based on the selected vendor’s linked products and their associated cost per item.

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