This article covers purchase order tools that save back-and-forth with your suppliers: the supplier tracking portal, bulk due date updates, a CSV copy of the PO in the e-mail, a default Bill To per supplier, and adding kits to a purchase order.
Supplier tracking portal: tracking, shipment contents and delivery date
Purchase order e-mails sent from SKULabs include a Send Tracking button. Your supplier opens the tracking portal from it, with no SKULabs login, and can:
enter the carrier, service and tracking number;
set an estimated delivery date, which updates the purchase order's due date in SKULabs;
enter how many of each item are in this shipment. Items are listed by your supplier part number (MPN), with the quantity already sent shown next to each;
come back and add more shipments while the purchase order is in transit.
Each shipment the supplier sends, with its tracking, date and items, shows on the purchase order page.
Update purchase order due dates in bulk (CSV or API)
To change details such as the Due date on purchase orders that already exist, use the purchase orders CSV import on the Purchase Orders tab of the Import/Export page with an Update column set to yes or true. SKULabs matches each row to the existing purchase order by PO # and updates it, instead of failing with "This purchase order number already exists". Without the Update column, an existing PO # still fails as before.
The purchase order create API accepts the same update option.
Attach a CSV of the purchase order to the e-mail
Some suppliers want a file they can import. In your purchase order e-mail template (new Liquid templates only), check Include Purchase Order CSV. Each purchase order e-mail then carries a CSV of the purchase order, with the same columns as the detailed purchase orders export, next to the PDF. If the CSV can't be made, the e-mail still goes out with the PDF.
Default Bill To from the supplier
If you use billing profiles, edit a supplier and pick a Default Bill To. When you choose that supplier on a new purchase order, its Bill To is selected for you. Suppliers without one, or "Multiple suppliers", leave Bill To blank. Changing the supplier on a purchase order that was already created doesn't change its Bill To. The field is hidden if your account has no billing profiles.
Add kits to a purchase order
The Add Kit window on a new purchase order works like Add items: it has Filters (such as tags), Columns you can show or hide, and suggested quantities from your reorder rule.