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I'm requesting an easier way to add to purchase orders. can you consider making a option in the item library under the actions menu to add multiple items to a purchase order. some of my manufacturers have minimums so i have to wait to reorder. and its very time consuming adding one product at a time to the purchase order.
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On a Computerfrom the PO Screen ( https://app.squareup.com/dashboard/items/inventory/purchase-orders ) you can Import and Create a PO order in a CSV file. Click Import then Download a Template. Then you can add items out of Square as a csv file when it is you have time. Save the CSV file with multiple Items for that vedor then send to the vendor. You can also do this do this on your Square dashboard and after adding 1 item save it as a Draft. Comeback to it and add another Item then save as a draft. The other thing is on the PO order in Square you could type the Name of the item or start typing the name and items with similar names will populate so you can select the one to add instead of getting each item to scan. So say you need to place and order for widgets but you only order 50 at a time which is under the amount for that vendor requires to ship free to you. Save the PO as a Draft. Tomorrow you realize you need Tidbits from the vendor, open the PO Draft and add Tidbits. Keep doing this till you get the required amount for the Vendor.
Owner
Pocono Candle
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Square Support Number 855-700-6000.
Make Sure App and OS is up to date on your Device.
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On a Computerfrom the PO Screen ( https://app.squareup.com/dashboard/items/inventory/purchase-orders ) you can Import and Create a PO order in a CSV file. Click Import then Download a Template. Then you can add items out of Square as a csv file when it is you have time. Save the CSV file with multiple Items for that vedor then send to the vendor. You can also do this do this on your Square dashboard and after adding 1 item save it as a Draft. Comeback to it and add another Item then save as a draft. The other thing is on the PO order in Square you could type the Name of the item or start typing the name and items with similar names will populate so you can select the one to add instead of getting each item to scan. So say you need to place and order for widgets but you only order 50 at a time which is under the amount for that vendor requires to ship free to you. Save the PO as a Draft. Tomorrow you realize you need Tidbits from the vendor, open the PO Draft and add Tidbits. Keep doing this till you get the required amount for the Vendor.
Owner
Pocono Candle
Mark as Best Answer if this Helped you solve an issue or give it a thumbs up if you like the answer.
Square Support Number 855-700-6000.
Make Sure App and OS is up to date on your Device.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report