Category: Purchasing

Can not attach a PDF to a PO

The answer to this question of, why you can not attach a PDF to a PO, might be the PDF size. To determine if the size of the PDF is

How To Track Purchase Orders

Would you like to keep track of all your open POs that you will be receiving, so you see a list of items that will be coming in and from

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

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

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

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

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

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

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,

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

How to delete a PO

On the PO, you would like to delete, locate and hit the delete button on the right-hand corner of the detailed PO page. Click “delete.” This green pop-up will show