Purchase Orders

 

Purchase Order Dashboard on Shoppe Online

Review of Purchase Orders

 

POs

Brands will receive an email notification each time a Confirmed PO has been submitted to them.  There are a few different types of Purchase Orders.  All Purchase Orders will appear in your account dashboard under ORDERS.  There are tabs across the top that allow you to sort by type.  The different types are below:

  • Once a buyer moves items from their cart into a PO, it creates a draft PO. At this time, the PO can still be edited by the buyer. Brands will see draft POs under the DRAFT tab under Orders. Brands will have the opportunity to view the Store information on Draft POs and reach out to those buyers with additional information etc.

  • You may click on "Change to In Progress" to move a PO to the In Progress status for both yourself and the buyer. The buyer will receive an email notification letting them know that you have viewed their PO and that it is in progress now. We suggest marking a PO as In Progress if you will not be charging/shipping the order for some time.

  • After a buyer hits "SUBMIT" on their PO, it is no longer a draft and can no longer be edited. A Confirmed PO is ready for you to charge.

  • POs will become marked as Fulfilled once the full payment has been processed on Shoppe Online. If you settle payments outside of Shoppe Online, then you may manually click on "Mark as Fulfilled" to mark it as Fulfilled.

    Vendors may also partially charge a PO. In this case the status will change to "Partially Fulfilled". The remainder balance can be charged at a later time.

  • At any time, you or the buyer may cancel an order. Both parties will be notified via email that the order has been canceled.

 

How To Process An Order

When you are ready to process payment for an order, please click on PROCESS PO next to the PO.  A window (see example to the left)  will appear asking for you to enter the dollar amount that you would like to charge now (you may charge the full amount or a portion if you wish to only partially fulfill the order), any shipping charges, and then hit CHARGE CARD.

We always suggest confirming shipping prices with the buyer directly before charging however there is no action that must be taken regarding shipping costs prior to charging the card.

Pre-Authorizing a Card

Please let us know if you would like the ability to pre-authorize a buyer's card for a certain amount.  This is a feature that would be turned on for you.

How To Edit An Order

Only draft POs can be edited.  If a change needs to happen after the PO has been submitted and is Confirmed, then the buyer would need to cancel the PO and submit a new one.

Exporting POs

At the top of your Orders page, there is an EXPORT POS button.  Click this to immediately download all of your POs into a spreadsheet.