You can create Purchase Orders (POs) in Syncro. A PO is a contract from a company that wants to buy products or services that is issued to a company that has/sells the product or service. The latter is also known as a Vendor. You can create and assign Vendors to Products and Services as well as to POs to better track where your parts are coming from.

Read on, or click through this walkthrough:

Manage Your Vendor List

To create your list of Vendors, follow these steps:

1. Navigate to Admin > Products & Services Vendors. The Vendors page/table displays, showing any existing Vendors:
    
2. Click +New Vendor.
3. Enter as much information as you can about the new Vendor into the fields:
   
   Note: If you want to be able to email POs to your vendor, be sure to supply the Vendor's email address.
4. Click Create Vendor. Syncro displays the View Vendor Detail page, from which you can log and view communications, see any Purchase Orders, and add any additional contacts: 
   
5. Repeat this process to add other Vendors. 

Once they're there, you can use the Edit or Delete icons to update or remove Vendors from your list:

Associate Vendors with Products & Services

Once you have Vendors available, you can associate any Products and Services with those Vendors. Either create a new Product, or edit and update one you already created.

Note: If you plan on submitting Purchase Orders (POs), you must check the “Maintain Stock” box for the item:

Create a Purchase Order (PO)

Once you have Products and Services associated with Vendors, you can create a PO:

1. Navigate to the Products & Services tab.
2. From the Inventory Modules button menu, select Purchase Orders:
   
   The Purchase Orders page/table displays, showing any existing POs:
   
   Tip: You can also get here from Admin > Products & Services - Purchase Orders. 
3. Click +New Purchase Order.
4. Enter as much information as you can about your PO into the fields:
   
5. Click Create Purchase Order. Syncro displays the Purchase Order Detail page:
   
   Tips: 
   • You can inline edit many of the PO Details fields (e.g., Delivery Tracking, Shipping Price, etc.) simply by clicking into them. Update any info about your Vendor in Vendor Info, and add any Attachments here too.
   • The Status field is useful for tracking what happens to your PO. Options include: Open, Ordered (i.e., submitted to the Vendor), Check-In (i.e. received from the Vendor), Finished (i.e. verified/closed).
   • The Actions button menu allows you to Import or Export, Clone or Delete this Purchase Order.
6. Scroll to the middle section and add items from your Products & Services inventory, from a UPC code, or click to do a Manual Add for a one-off item:
   
   As you add items, they appear as rows in the table.
   Tip: If you're set up to track stock, you can also use the row of buttons to automatically add Low Stock items to the list:
   
7. When you're finished adding items, click Email to Vendor, then change the Status field to Ordered. (You can do this in the opposite order if you prefer.)

Receive PO Items

When the items from your order arrive, follow these steps to receive them into your inventory:

1. Navigate to the Purchase Orders page. (See Create a Purchase Order for the steps.)
2. Click the Purchase Order number to open the Purchase Order Detail page.
3. In the PO Details section, change the Status to “Check-In":
   
4. You can then click either Receive All Items into Inventory or Receive for specific rows/items.

When all items are marked Received, the Status automatically updates to Finished.

Import/Export Purchase Orders

If desired, you can import/export Purchase Order information using a CSV file.

1. Navigate to the Purchase Orders page. (See Create a Purchase Order for the steps.)
2. From Actions menu, select Export to CSV.
3. Open the CSV file that was downloaded to your machine, then make edits or add more line items:
   IMPORTANT: When importing the CSV file back to Syncro, you must have at least one (1) of the following three items: Product ID, UPC or Vendor SKU. 
4. After you've saved the CSV file, return to the Actions menu and select the Import option.
5. Click Choose File and navigate to your file to select it. Then click Import.
6. Once Syncro processes your import, the new/updated line items will show up on the PO and you can send it to your Vendor.

View PO Change History

Administrators will see the change history at the bottom of each purchase order: