Purchasing

How To Customize Your Purchase Order PDF:

Before sending PDF purchase orders (PO) to your supplier you can set up customized templates of the layout and choose which information it should include. Navigate to purchasing tab, locate the desired purchase order and select “Download PDF statement” The system’s default purchase order will pop up. Now is your chance to customize it.  Select […]

What are reorder & replenish rules and how to set them up

To Reorder – Is under the inventory tab which this amount indicates an estimate of how much is needed to reorder from vendor to have enough stock in warehouse. Replenish – Is under the listing tab which this amount indicates an estimate of how much is needed to send/replenish to Amazon/fulfillment center. How to setup […]

Understand the concept of Mains & Subs, and Kits

The above-referenced subject is very important and is every Inventory Ahead user’s secret weapon on how to manage their online businesses at a glance; here is how it works: Mains & subs: Let’s say you buy from your supplier a hundred shampoos for 2 bucks per unit, and you have two different listings on your […]

How to update your item cost

There are two options on how to update the cost for your items: Option 1: Update Cost on an Individual product Option 2: Update Cost in bulk: Update Cost on an Individual product:  Navigate to the Inventory tab and select edit on the item you wish to update: Next to cost price you will now […]

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.