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

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

Info
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.


2. Tap Inventory.


3. Tap Products.



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.



Alert
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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