This is a web-only feature and cannot be completed on the mobile app. It is only accessible by Administrators.


Overview

For users to utilize the In-Store PO feature, the supplier list must be set up for which suppliers this will be permitted.


Considerations:

  • 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 reconciliation.

  • Your company must have In-Store PO enabled to use this feature.


 

How to Edit Your In-Store Purchase List


Step 1: Navigate to Suppliers on the left navigation bar.


Step 2: Find the Supplier

  • Use the search bar to look for the supplier by name or address.
  • Click on the supplier's name to open the Edit Supplier panel.


 If the supplier is not found in the database:

  • Click "Add New" under the search bar.
  • Fill in the supplier's details and create a new supplier.

  • Note: Always search for an existing supplier before adding a new one to avoid duplicates.


Step 3: Enable In-Store by checking the corresponding box:

Additional Considerations:

  • This feature does not support purchasing limits.

    • Workaround: Limit the stores users can purchase from by carefully maintaining this list.


Need help?

There are three ways to reach our Customer Support team: