VerifiedHive CRM help

Vendors and purchase orders

7 answers, under vendors and purchase orders.

Walkthroughs for this

Answers

How do suppliers apply to be my vendor?

In Vendors, press Make the vendor application form, check its questions, press Publish form, then Add to theme on its Share tab. Or add the Vendor application form block first: with no vendor application form, the app makes one, published, the first time the block loads. Applications arrive under Vendors, To approve, never in Leads, and the applicant isn't added to your customers.

How do I add a supplier I already use?

Press Add vendor and choose A business I type in, or One of my companies (from Shopify) for a business you also sell to. Every new vendor waits under To approve: press Approve on its page before you send it purchase orders.

How does a vendor get and confirm a purchase order?

Press Send to vendor and email them the link from the sharing dialog. The vendor opens its page on your store, checks it and presses Confirm purchase order, or reports a problem. If it confirmed by email or phone instead, press Record confirmation. Download the PDF gives you a copy to attach.

My vendor can't open or confirm the purchase order.

How do I change a purchase order I've sent?

Press Change it, make the changes and send it again. The vendor gets version 2, with what changed listed at the top.

Where does the cost on a purchase order come from?

From your last purchase order to that vendor, or the cost per item in Shopify. Check it against the vendor's prices.

Does receiving goods change my Shopify inventory?

No. Receive items records what arrived against the purchase order and shows what's still to come, but stock is adjusted in Shopify as you usually do. Close with what arrived ends one when nothing more is coming.

Ask the guide

A question in your own words, answered from these pages and nothing else, and you can keep asking. It has no access to any store, so ask it how something works rather than about one order of yours.

Still stuck

Email verifiedhive.us@gmail.com with your store’s address and what you are looking at.