Create and Send a Purchase Order

Create and send a purchase order when reviewed supplier quantities are ready to become a supplier-facing order document or CSV export.

Plan Requirement

Ops plan or higher.

Role Or Permission Requirement

Use create_edit_purchase_orders to create and edit drafts. Use send_purchase_orders to send or resend POs. Approval thresholds may require approve_purchase_orders.

App Path

Shopify Admin > Apps > BackstockOps > Purchase orders.

Direct app path: /app/purchase-orders.

Steps

Open Purchase orders.
Create a draft PO from the purchase order page or from reviewed replenishment recommendations.
Choose the supplier and destination location.
Set expected date and notes.
Add mapped variants with Add variant.
Enter Quantity.
Review Supplier SKU, MOQ, Pack, Supplier cost, and Preference.
Edit line fields such as supplier SKU, ordered quantity, pack size, and unit cost.
Save the draft.
Review payment, tax, shipping, duties, fees, discount, and document fields.
Use Print / PDF if you need a printed or saved document.
Select Send PO or Resend PO.
In the send modal, review Sender, Recipient, Subject, Message, and Attach supplier CSV.
Send the PO when the supplier document is ready.
If approval is required, an eligible approver should approve before sending.

Shopify Read And Write Behavior

Creating, editing, sending, and exporting a PO writes BackstockOps records and sends the supplier document through the configured email path. It does not update Shopify inventory. Shopify inventory updates later when accepted units are received.

Expected Success State

The PO has supplier lines, reviewed quantities and costs, sent or exported status, and supplier-facing PDF or CSV output that matches the supplier's requirements.

Common Troubleshooting

No supplier appears: create a supplier first.
No lines can be added: map supplier SKUs to Shopify variants.
Send is disabled: check lines, recipient email, status, and permission.
Supplier CSV is not attached: configure supplier-specific PO CSV columns and enable Attach supplier CSV.
Approval blocks sending: check approval thresholds and approver role.
Email sender is wrong: review Settings > Purchase orders.

Create Draft Purchase Orders
Purchase Order Receiving
Receive a purchase order
Supplier-Specific PO CSV Exports
Configure Supplier-Specific PO CSV Exports
Manage BackstockOps Billing

Search Keywords

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