The "Purchase Order" that records what you ordered from a supplier and at what cost, and the "Transfer" that records incoming inventory, are finally connected. When a purchase order is ready to be received, a Transfer is created automatically.
Purchase orders recorded "the order and its cost," while transfers recorded "the movement of goods" separately. On arrival, someone had to reconcile the two by hand.
When you receive a purchase order, a Transfer is generated automatically and always stays tied to the original purchase order. Order, receiving, and cost are joined into one.
Incoming inventory can be received from either Admin or POS.You can receive goods wherever the shipment arrives,so it works whether they land at the store or the back office.
A single Transfer can havemultiple shipments.Shipments that arrive separately are tracked separately,so you can see received and outstanding items at a glance..
Each Transfer stays tied to its original purchase order."What was ordered / what arrived / how much it cost"is all connected, eliminating the need for reconciliation.
Purchase order line items can beimported in bulk via CSV.You can load large numbers of items into a purchase order without manual entry.
Purchase orders arepast supply prices,orthe product page's cost per item,filled in automatically. This saves entering costs every time and improves purchasing speed and accuracy.
| Item | Before | This update |
|---|---|---|
| Purchase orders and inventory moves | Fragmented Manual reconciliation across separate records | Connected Automatically create a Transfer on receipt |
| Where you can receive | Not specified (fragmented workflow) | Admin / POS Receive at the location where it arrives |
| Tracking partial deliveries | Hard to handle together | Individual tracking See what's received vs. not yet arrived |
| Entering line items | Manual entry | CSV import Bulk-import line items |
| Entering cost | Manual entry each time | Auto-filled Filled from past prices or product cost |
Create a purchase order by importing line items via CSV, or using auto-fill from past prices and product cost.
Preparing to receive automatically generates a Transfer. You can start it in either Admin or POS.
Receive by shipment. For split deliveries, received/outstanding is tracked and linked to the purchase order along with cost.
The purchase order (order and cost) and the inventory transfer (inbound) remain separate records, and at receiving time they arelinked by referenceby design. Either granularity can be traced in the data.
One Transfer can hold multiple shipments. Receiving is done per shipment, and it is designed on the premise thatoutstanding (not yet received) can be managed as a delta.
The same Transfer can be received from both Admin and POS. Confirm the design assuming store operations and head-office inventoryupdate the same record.
Purchase order line items can be loaded via CSV.Export from ERP/supplier master → importis an integration pattern you can build (check the column spec in the admin).
Autofill referencesthe most recent purchase priceorthe cost per item on the product page. Cost accuracy propagates to the purchase order, sothe more accurately you keep the cost in the product master, the better the autofill quality. Handling via API/GraphQL is not documented in Help; sandbox testing is recommended before automating.