Name a Purchase Order

[sylviajvincent]

Is it possible to name a purchase order vs the auto numbering?  It is easier to go back and look for a specific order by name vs. the number. 

[Candlestore]

Sorry I miss read and was thinking of Invoice Naming not a Purchase Order.     

[sylviajvincent]

No worries, Keith. I was getting ready to screen shot my PO because I couldn't find the optional field. I thought I might be losing my mind. Thanks for replying so quickly!

[Candlestore]

What would the reason be behind Naming a Purchase order, if I may ask?  A Purchase order is to a Specific Vendor.  When you order from one vendor you should not have very many Purchase Orders at the same time to one Vendor.  Once you receive the items the Purchase order should be removed.  For me I can not really name my purchase orders to one Item since I order multiple items per purchase order.  

Maybe your on to something I am not aware of and would like some insight.

[greenlotusdream]

Hi Keith,

I can understand where you are coming from. If a business does not normally have many purchase orders from one vendor, I can see it not being a major issue. However, for us, we have many purchase orders with many vendors. I was hoping I could use Square to simply some things, but it proves to be more of a hassle until these basic features are implemented.

For example, it is possible for me to place 5 or 6 purchase orders with the same vendor in one day depending on new items offered or restocks needed. In just a month's time, I could have over 50 purchase orders from one vendor. Not all items are in stock, some are preorders. We typically order inventory 6-7 months out in advance. So, our personal purchase order numbers are one element that helps us keep track. When items come in, our invoices from our vendors also reflect our personal purchase order numbers. Items are not typically shipped one purchase order at a time. We could have one shipment that contains items from multiple purchase orders. So, having the ability to "name or number" the purchase orders would help find them easier. Also, being able to search purchase orders by SKU would be even easier. We could then receive items on the correct purchase orders quickly.

Hope that gives you some insight 🙂 At least, that's why I would love those options.

[greenlotusdream]

I completely agree!! I hate that the purchase orders are auto numbered. I don't need to "name" my purchase orders, but I would prefer them to have the correct "order number" rather than just the next number in line. We issue PO numbers for the orders that we place, and it just doesn't make sense to not be able to replace the order number.

Our current workaround is to put our PO numbers in the notes section, but what a pain. We have to open each purchase order to find the correct one. It works okay for right now, but I can only imagine the waste of time in the future when we have multiple purchase orders.

It would also make sense if the search field could search the item SKUs as well. This would make finding the correct purchase order more efficient. It's very limited that you can only search by vendor or order #. Maybe it would make sense if we were using Square for the first time and making our very first purchase order. We could then sync up the auto numbering with our actual purchase orders, but I'm pretty sure this is not the case for many square users.

Hope they can update with these options soon.