Creating and using Purchase Orders
Learn how to create, send, track, and receive purchase orders in My Shop Assist. This tutorial covers the full PO workflow—from building an order to receiving parts into inventory.
Details
What's covered:
Creating purchase orders and adding parts (with or without a customer job)Adding shipping and fees
Editing POs and changing vendors
Populating customer addresses for drop shipping
Sending POs via email, direct to MSA vendors, or exporting to QuickBooks as a bill
Tracking order status (ordered, received, exported, emailed)
Marking orders as ordered and received
Receiving partial shipments
This is part 3 of a 4-part series covering the new inventory and purchasing features in My Shop Assist.
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