User Guide: Web Dashboard Purchase Orders Menu

The Purchase Orders menu in the ShipHero Web Dashboard is where you view and create purchase orders (POs), review purchase order line items and rejected line items, track purchase order changes, create custom purchase order statuses, and manage vendors. Each page in the menu is described below.

Before You Begin

• Vendor required for purchase orders: A product must be assigned to a vendor before you can add it to a purchase order. See How to Assign Products to Vendors in ShipHero.
• 3PL accounts: Vendors are added at the client account level.

Table of Contents

• All Purchase Orders Page
• Purchase Order Line Items Page
• Rejected Purchase Order Line Items Page
• Purchase Order Change Log
• Custom Purchase Order Statuses
• Purchase Order Vendors Page

All Purchase Orders Page

The All Purchase Orders page lists your existing purchase orders. Sort the list by status and received status. Each purchase order shows its total cost, vendor, creation date, and expected received date.

From the All Purchase Orders page, you can also create a new purchase order or upload purchase orders using a CSV file.

Purchase Order Line Items Page

The Line Items page lists every line item on your existing purchase orders. A line item is one product on a purchase order.

Filter purchase order line items by date, line item status, purchase order status, and vendor.

Rejected Purchase Order Line Items Page

The Rejected Line Items page lists every purchase order line item that was rejected when received from a vendor. A line item can be rejected for any reason, such as the product arriving damaged.

Filter rejected line items by date, purchase order status, and vendor. For the full list of filters, columns, and rejection reasons, see Overview: Rejected Line Items Report.

Purchase Order Change Log

The Change Log page tracks updates to your purchase orders. ShipHero records an entry when a purchase order is received, when a line item status is updated, and when a purchase order status is changed.

Sort the purchase order change log by date, line item status, purchase order status, vendor, and warehouse.

Custom Purchase Order Statuses

The Statuses page is where you create custom purchase order statuses. Custom statuses you create here appear in the Status dropdown on each purchase order page, so you can apply them to your purchase orders.

For details on the default statuses and how to use custom ones, see How to Use Purchase Order Statuses.

Purchase Order Vendors Page

The Vendors page is where you add product vendors and assign products to them. A product must be assigned to a vendor before you can add it to a purchase order.

• Add a vendor: Select Add a Vendor. For full steps, see How to Create Vendors in ShipHero.
• Assign products to a vendor: Select View on an existing vendor, then use the search bar to find and add products.
• Edit vendor details: Update the vendor's Name, Account Number, Address, and internal or external notes.