Auto Purchase Orders / Bulk add to PO

[Ameer7]

Ive only been using square a couple of months and I love it, one issue can seem to figure out is how to add  bulk add products to a PO. Once I have filtered down my "low stock alert" products to a vendor there seem to be no easy way to add these to a PO rather than one by one which is not easy as we have a large inventory, it would be handy to be able to select products by tick box and add them to a po, or have a po generated automatically based of low stock alert items. 

In USA I believe you can autogenerate PO's Based of recent sales and out of Stock Products but this ability has been removed from the square UK website since I signed up. 

I see threads going back to 2018 on this and it has been requested many times but I still don't see a way to work around it fast. 

[Breffni]

Hi @Ameer7 - thanks for your post! I'm glad to hear everything is going well for you except for this particular query. 

I wonder would using a CSV file work for you? 

With Square for Retail Plus, you can save time creating purchase orders by importing a CSV or Excel version of the purchase order via the online Square Dashboard.

Prior to importing a purchase order, we recommend downloading Square’s import template. You can do so by clicking the link below, or by visiting the Items section of your online Dashboard.

• Square for Retail Import Template

While we recommend downloading Square’s import template to make the process easier, you can also use a template of your own choosing, as long as it’s a CSV or Excel file.

After filling out the template or completing one of your own, you’re ready to import the CSV or Excel file. To do so:

1. From the Items tab of your online Square Dashboard, click Inventory Management and select Purchase Orders.
2. Click Import CSV.
3. Drag and drop the file into the Import purchase order pop-up, or click select if from your computer to upload the template directly from your files. Note: if you have not filled out the template, click Download template to get started.
4. Click Import.
5. Select the appropriate item identifier by choosing either SKU or GTIN to help easily identify duplicate items during the import process.
6. Click Next.

Also, I had a look at our support article here and it mentions: 

Generate a New Purchase Order Online Automatically: 

Auto-POs let you know which of your items could be running low on inventory. At a high level, Square makes decisions based on a few pieces of information. 

Is this what you were looking for? If so this should be available to all UK accounts too. 

[Ameer7]

Thanks for your reply, importing PO's won't work as I need to generate POs for items that are low in stock, 

the Autogenerate function you have linked is not available in my account could you look inti this for me? 

Ameer

[Breffni]

Hi @Ameer7 - I had a look this morning and I followed these steps: 

Visit the Inventory Sell-Through section of your online Square Dashboard.

Select the item(s) or variation(s) in question 

Click the three dots on far right under Actions > View purchase order 

Populate the Create purchase order screen 

Confirm all applicable information is correct.

Tap Save as draft to save the purchase order for a later date or Create to create the purchase order.

Let me know if this works! 

[Ameer7]

I am unable to select any items in inventory sell through.