Purchasing

How to update your cost price on a PO (bulk)

On the “Purchasing” page, locate the PO that you would like to change the pricing on and click the ellipses at the right side of the PO then select “Edit Details”  On the next page, click “Import from CSV” and drop the desired CSV file in the “Drop files” section below  You can also click […]

How do I export my supplier information to Excel

Navigate to the settings page and click on “Suppliers” On the next page, at the top right-hand corner, click on the export button On the next popup page, select the desired information to be exported  Then click “Export” to generate your excel file.  Note: if you don’t select “All suppliers” then only the suppliers that […]

Adding Your Cost Price

It’s important to remember that every time you create a purchase order the cost will automatically be added, if you need to adjust the price you have to manually edit it. If for any reason this item does not have a purchase order, its a new item or you want to change the cost for […]

How to create a Purchase order

On the purchasing page, click “add new.” Enter the supplier name. (the rest is optional when creating and can be added when receiving) To upload items to the PO in bulk, click “Import from CSV” then drop the desired file in the section shown below or click on “Browser”  If clicked on “Browser”, then select […]

How to partially receive a PO in Inventory Ahead

Navigate to the “Purchasing” page, locate the PO to be received, and click on the ellipses on the right side Select “Receiving purchased items”  On the next page, Under “Receiving at location” select the location to where you would like to receive the PO Then you can enter the number of units you would like […]

Where can I see the receiving history on a PO?

Navigate to the “Purchasing” page, locate the PO that you would like to view, and click on the ellipses on the right side Select “Receiving purchased items”  On the next page, you click on the “view” button on each item in the “History” column. And there you will see a list of all receivings. 

How to download a PDF statement of your PO

Navigate to the “Purchasing” page and click on the ellipses at the right-hand side of the PO to download.  Then select “Download PDF statement” On the next page, you can customize our PDF layout and click “Print to download. 

How Do My POs Get Reported To Quickbooks?

First, you need to connect Quickbooks to Inventory Ahead. You can connect it by going to the “settings” page and then “Quickbooks” channels. Once Quickbook is connected to Inventory Ahead, go to the “purchasing” page from left side menu. Select the purchase order/s (PO) you want to report. Then select the “send to Quickbook” option […]

How To Add A Supplier To Inventory Ahead.

Navigate to the “settings” page from the left-side menu. Select “suppliers” on the settings page. Click on the “add new supplier” in the top right corner. Fill in all the required details in their respective boxes. Here, you see a box “estimated arrival setting”. What it will do is let’s say you select 5 days […]

How To Delete A Receiving

To delete a receiving, go to the “purchasing” page from the left side menu. Select the desired purchase order. Then click on “Receive inventory” at the top right-hand corner. Click on the “view” option to view the receiving history. Click on the “bin” icon to delete the desired receiving. You are all done deleting your […]