Efficiently manage your inventory by creating purchase orders in Pabau. Follow these detailed steps.
Step 1: Navigate to Orders
Log in to your Pabau account and navigate to "Stock" in the left sidebar menu, then click on "Orders".
Step 2: View Purchase Orders
On the Orders page, you can view all previously generated purchase orders along with their status – "Processing," "Received," "Part Received" or "Complete."
Step 3: Create a New Order
To create a new order, click on "Create a new order" in the top right corner. Choose whether to build the order from scratch or receive suggestions based on your current stock levels.
Step 4: Build Order from Scratch
If building from scratch, choose categories containing the products you want to order. In the Products tab, view all products in the selected categories.
Step 5: Select Products and Quantities
Click on the plus sign next to each category to expand it and view products. Enter the desired quantity for each product.
Step 6: Place Order
After selecting products and quantities, click on "Place Order." In the "Order details" page, click on "Place order" to complete it. You can also download the order in PDF format.
Step 7: Receive and Complete Order
The order will be displayed in Stock > Orders with a status of "Processing." To mark an order as "Received" and "Complete," click on it, then click on "Receive Order" in the bottom right corner. Confirm and enter the received quantity for each product.
The system will calculate any discrepancies in received quantities.
To mark the order as complete, click on "Complete Order."
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Products and Stock article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.