Purchase Orders and Receiving Inventory
Suppliers, purchase orders, and tracking
Organizely’s purchasing flow begins with suppliers—store contact details and preferred communication channels so you can quickly reach the right person. For example, you can store a primary contact and note that you communicate via WhatsApp.
Link suppliers to products or variants from each product/variant’s Purchasing tab. Then create Purchase Orders to track incoming inventory:
Create a PO and add existing catalog variants and custom (non-catalog) products if needed.
Set the PO status from the top-left dropdown and print a PDF via the gear icon to send to suppliers.
When you receive a tracking number from the supplier, add it to the PO’s Tracking tab—status updates automatically as shipment moves.
8. Receive inventory and sync to Shopify
When a shipment arrives, receive items against the purchase order. Select the received line items and record the quantities received. The badge color will indicate the status: green if fully received, orange if partially received.
If the line item is linked to a catalog variant, you can choose to sync the received inventory to the catalog. This updates quantities in Organizely and Shopify. For example, receiving and syncing five units could change a variant’s total from five to ten. Once all items are received and synced, set the purchase order status to Closed.
