Help center Features

Purchase orders (POs)

Overview

Purchase Orders (POs) in Shelflife help you track incoming inventory from your suppliers. While Shelflife doesn't send POs directly to suppliers, it gives you a clear system for tracking what you've ordered, when it's expected, and when it arrives.

Creating a purchase order

There are several ways to create a PO:

  1. From the Purchase Orders page — Click "Create purchase order"
  2. From the Inventory Dashboard — Click "Order" on a product row for a quick single-item order
  3. Bulk from the Dashboard — Select multiple products and click "Create purchase order"

When creating a PO, you'll fill in:

  • Supplier — Select from your saved suppliers
  • Expected delivery date — Auto-fills based on supplier lead time if configured
  • Notes — Optional notes for your reference
  • Line items — Products, quantities, and optionally unit prices

Purchase order statuses

Each PO moves through a workflow:

  1. Draft — Just created, not yet confirmed with the supplier
  2. Ordered — Confirmed and placed with the supplier
  3. In Transit / Partially Received — Some items from the order have arrived
  4. Received — All items have arrived and stock is accounted for
  5. Cancelled — Order was cancelled

Managing a purchase order

Click on any PO to view its details. From there you can:

  • Mark as Ordered — Move a draft to ordered status
  • Mark as Partially Received — Record that some items have arrived
  • Mark as Received — Record that all items have arrived
  • Cancel — Cancel the order
  • Archive — Move completed or cancelled orders out of your active view
  • Delete — Remove draft orders entirely

Viewing purchase orders

Use the tabs to filter by status: All, Draft, Ordered, In Transit, Received, Cancelled, or Archived.

Each PO in the list shows the PO number, supplier, number of items, total value (if prices were entered), expected delivery date, and current status.