Create and push a purchase order
Build a draft purchase order, add line items, swap between base and case SKUs, and submit it to ShipHero.
A purchase order replenishes your inventory. You build it as a draft in the portal, then push it to ShipHero, where it becomes a real order. This guide covers that flow end to end.
Where this lives
Open Purchase Orders. For the screen in full, including receiving discrepancies, see the Purchase Orders feature guide.
Start a draft
- Click Create New PO.
- Pick the account, then the vendor, then the warehouse.
- The app generates the draft PO number for you and opens the edit screen.
At this point the order exists only as a draft. It has not reached ShipHero.
Add line items
On the edit screen, build the order:
- Add an item by searching the vendor's Base SKUs and Case SKUs. Each item saves as soon as you add it.
- Edit an item's quantity, price, and manufacturer SKU.
- Delete an item you no longer need.
A running summary shows the item count and the total base units. Quantities count base units, so a case line multiplies its quantity by the units per case.
Swap between base and case
Swap converts a line between single units and cases:
- Base → Case divides the unit quantity by the units per case, and warns you about any leftover units that don't fit a whole case.
- Case → Base multiplies the case quantity by the units per case.
No duplicate lines
You can't swap a line into a form that already sits on the same order. That rule stops the same SKU appearing twice.
Push to ShipHero
When the draft is ready, click Submit to ShipHero. A progress modal walks
through each step: the app saves the order, resolves each SKU, and sends a
purchase_order_create request to ShipHero signed with the account's own access
token.
On success the order's status becomes ShipHero PO Created, and the real order later syncs back into the list.
SKUs must be classified first
Submitting resolves every SKU on the order. If a SKU is still waiting in the SKU sync queue, classify it before you push. The same is true when you re-import a deleted order.
Related
- Purchase Orders feature guide: the full screen, statuses, and receiving discrepancies.
- Resolve the SKU queue: clear unclassified SKUs before pushing.
- Glossary: PO and PO line item definitions.