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inAtomic provides smart purchase order management. It automatically adds products to your purchase order based on inventory levels and allows you to sync purchased quantities back to Clover with a single click—saving time and reducing manual work.
Create and Submit Purchase Order
Create and Submit Purchase Order
To create a new Purchase Order:
Select "Purchase Order" from the left navigation.
Click the "+" button in the top right corner.
3. Update Purchase order with necessary details
Vendor: Choose the vendor from whom you wish to purchase the product.
Business: Select the store location for which you are creating the purchase order. Products that fall below the minimum inventory threshold at the selected business location will be automatically added to the purchase order.
Notes: Use the notes section to add any additional information you wish to share with the vendor.
Products are automatically added to the purchase order based on current inventory levels and vendor preferences. The quantity to order for each product is auto-calculated using its minimum and maximum stock thresholds.
For products sold in cases containing multiple sellable units, the system automatically calculates and updates the case quantity (Cases to Order) in the purchase order. For products purchased and sold as individual packs, only the unit quantity (Units to Order) is calculated and added.
4. To manually add a product to the purchase order, click "Add another item."
5. Select product to add from the dropdown and update Order Quantity as needed.
You can also adjust Order Quantity for product automatically added to the purchase order
To delete produce from purchase order, click "Remove"
6. Click "Save" to save the progress
After saving, Purchase Order will be updated with UPC, Categories, Cost.
7. Click "Submit" to send the Purchase Order to Vendor via email.
Export Purchase Order
Export Purchase Order
To create a new Purchase Order:
Select "Purchase Order" from the left navigation menu.
Locate the specific Purchase Order you wish to download.
Click the ellipsis "..." next to the selected Purchase Order.
Choose the option to download the Purchase Order as a PDF.
Receive Product and Update Quantity and Cost in Clover
Receive Product and Update Quantity and Cost in Clover
After receiving inventory from the vendor for a purchase order, follow these steps to validate the quantities and update the cost in Clover:
Select the Purchase Order you wish to process.
2. Update the product "Cost" and "Received Quantity" as needed.
Purchase Order "Total" and Product "Subtotal" is automatically updated as you update "Cost" and "Received Quantity" for a product in purchase order
3. Click "Complete and Update Inventory" to finalize the updates and reflect the new inventory and costs in Clover.
If you prefer not to sync cost information to Clover, you can disable the "Update Cost in Clover" option in your business settings.
Still need help? Contact us at info@inatomic.com
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