This is a web-only feature - it can't be completed on the mobile app.

 

This feature is only accessible by Administrators.


✗ The In-Store PO workflow does not flow through the approval matrix.
Any POs created using this feature will send a notification to a PO approver only after it's reconciled.


! Your company must have In-Store PO's enabled. 

 

 

 

How to edit your In-Store Purchase List


  1. Click on Company Settings on the left navigation bar and navigate to Suppliers.
     
  2. Use the search bar to look for the supplier by name or address. 
     
  3. Click on the supplier's name to open the Edit Supplier panel. 
    • Enable In-Store by checking the box.

      If you cannot find the supplier in our database, click "Add a new one HERE" under the search bar, and create a new supplier.

      ! Please search for a supplier before adding a new one.


Notes:

  • This feature does not support purchasing limits. Here are some workarounds:
    • Limit the stores your users can buy from by maintaining this list. 
       
       




Need help?

There are three ways to reach our Customer Success team: