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You can easily create a Purchase Order for when you run low on items from a certain vendor you wish to reorder. In this article, we'll show you how to create and work with your Purchase Orders in the system's Back End.

Set Quantity On Hand and Low Inventory Alert

Before you create a Purchase Order for items that are running low, you should first set an item's Quantity On Hand (if you are not already tracking its inventory) and set the Low Inventory Alert quantity. This is so the item will appear on your Low Inventory Report when it needs to be reordered.

1. Click on the Products menu in the Back End.
2. Click on Product Maintenance.
3. Search for the item by entering its Description, scanning in its UPC, or entering its Item Code (if used) in the fields on the top of the page. Click on the item to load its information.
4. In the Products Editor panel in the middle, scroll down and click on the Inventory tab.
5. In the panel on the right, enter the Quantity On Hand if it's not yet in there or not updated.
6. Enter the quantity at which or below you want this item to have a Low Inventory Alert. Once the quantity reaches this number, the system will add the item to the Low Inventory Report. You can learn how to reach this report in the section below.
7. Click on Save in the upper right of the page to finalize your changes.

Low Inventory Report

To access your Low Inventory Report, go to Inventory > Low Inventory Report.

This is where you'll find all items that have reached their Low Inventory Alert quantities or below. Filter by Vendor to see items that need to be reordered from that vendor. Filter by Department or Section of a department if you want to see what needs to be restocked in those areas.

Create a New Purchase Order for Low Inventory Items

Here is how you can make a new Purchase Order for items low in inventory:

1. Click on Inventory in the main menu on the left.
2. Click on Purchase Orders.
3. Click on Add New PO, which is located right above the Purchase Orders list. 
4. The Add Purchase Order window will pop up. Enter the Name and Vendor for the Purchase Order (both are required).
5. Click on Save in the bottom right of the window.
   

6. Next, Search for the new Purchase Order you've just created.
   

7. Click on the new Purchase Order to select it; it should be highlighted.
   

8. To the right, click on Low Inventory Fill to automatically populate the below table. Whatever items are at or below their Low Inventory Alert quantities for the vendor will populate the table.

9. If you want to change the purchase order details for a product, select the product to highlight it and click on the Edit Product button. 
   

10. Add or edit any needed details in the Edit Product window that pops up. 
11. Once you're finished, click on Save.
    

Repeat these steps for all UPCs you want to reorder. 

In the Purchase Order table, you can see a column for Quantity, which indicates how many units you want to order. When working with low inventory items, this is specifically a re-order quantity; you cannot change this quantity from here. If you want to edit that Quantity, navigate in the Back End to Products > Product Maintenance > Inventory > Re-order Quantity.

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Frequently Asked Questions

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: If you need immediate assistance, the team is available 24/7. Feel free to contact our support team at 877-752-0625. You can also email us at support@marktpos.com, and we will respond within 24 hours.