How do I create a purchase order from Purchase Inventory?

Quick answer

Use this article to create a purchase order from products selected in Purchase Inventory.

Common use cases

• Buyer: Convert selected products into a purchase order for one supplier and warehouse.
• Operations manager: Review costs, quantities, shipping company, and expected delivery date before submitting a PO.
• Warehouse lead: Confirm the PO was created so receiving can prepare for incoming inventory.

When to use this

• You already reviewed Purchase Inventory and are ready to create a PO.
• You selected products that should be ordered from a supplier.
• You need to submit a PO before sending it to the supplier or receiving inventory later.

When not to use this

• You still need to assign suppliers to products.
• You need to send the PO email to the supplier.
• You need to receive the PO after inventory arrives.

At a glance

What you are doing	What you need	Good result	Contact us if
Use this article to create a purchase order from products selected in Purchase Inventory.	Confirm the products have the right supplier and warehouse context. Review the visible stock, depletion, purchase-order, and suggested-quantity signals.	Logentic shows a success state, and the new purchase order appears on Purchase Order Dashboard with the expected supplier, warehouse, quantity, cost, status, and created date.	Products cannot be selected, supplier or warehouse options are wrong, required fields block submission, or the new purchase order does not appear after a success state.

Before you start

• Confirm the products have the right supplier and warehouse context.
• Review the visible stock, depletion, purchase-order, and suggested-quantity signals.
• Know the quantities, expected delivery date, currency, payment term, and shipping company your team wants to use.

Steps

1. Go to Purchase Orders.
2. Open Purchase Inventory.
3. Filter, sort, or search until the products you want are visible.
4. Select the products you want to include in the purchase order.
5. Select Create Purchase Order.
6. If Logentic shows We noticed something, review the supplier and warehouse grouping message.
7. Choose one supplier option from the modal.
   • Logentic creates one purchase order for one supplier and one warehouse at a time.
   • If you selected products from different suppliers or warehouses, create separate purchase orders for the remaining products.
8. Select Create Purchase Order in the modal.
9. In Select a shipper for the purchase order, choose the supplier.
10. Choose the warehouse.
11. Select Next.
12. In Select products to purchase, confirm the product selection method.
13. Use Search Items by ID or name if you need to add or confirm products.
14. Review each product row:
    • Identifier
    • Product name
    • Cost per unit
    • Cost
    • Enter Quantity
15. Enter the quantity for each product.
16. Select Next.
17. In Review your purchase order, enter or confirm:
    • PO#, order number, etc.
    • Supplier instructions or notes
    • Payment Term
    • Currency Code
    • Set Expected Delivery Date
18. Choose a shipping company or use Add shipping carrier when needed.
19. Review Purchase order to be sent by, Purchase order to be sent to, and Product shipment details.
20. Select Submit purchase order.
21. Confirm the success state and the new purchase order row on Purchase Order Dashboard.

Screenshots

Steps 3-5: Select products in Purchase Inventory, then select Create Purchase Order.

Steps 6-8: If selected products span different suppliers or warehouses, choose one supplier group to create this PO.

Steps 9-11: Choose the supplier and warehouse for the purchase order.

Steps 12-16: Review products, cost per unit, cost, and entered quantities before continuing.

Steps 17-20: Review purchase order settings, addresses, shipping company, product shipment details, and submit the PO.

Step 21: Confirm the success state and the new PO row on Purchase Order Dashboard.

What good looks like

Logentic shows a success state, and the new purchase order appears on Purchase Order Dashboard with the expected supplier, warehouse, quantity, cost, status, and created date.

Common issues and next actions

If this happens	What to do next
Logentic says the products are from different suppliers or warehouses.	Create one PO for one supplier and warehouse first, then create separate POs for the remaining selected products.
Next is not available on the product step.	Confirm that each product has a valid quantity and required cost information.
Submit purchase order is not available.	Review required PO settings, currency, expected delivery date, shipping company, and product quantities.
The PO does not appear after submission.	Return to Purchase Order Dashboard, clear filters, and search by supplier, warehouse, or created date.

Contact us when

Products cannot be selected, supplier or warehouse options are wrong, required fields block submission, or the new purchase order does not appear after a success state.

Contact options

• Email Logentic Support: best for detailed requests, screenshots, or follow-up context.
• Open in-app chat: fastest when you are already signed in and need help in context.
• Call Logentic: call (855) 529-0009 for an urgent launch, warehouse, or fulfillment blocker.
• Request Slack support access: ask us to add your team to a shared Logentic support channel.

Send us this information

• Screenshot of the step where you are blocked.
• Product names, SKUs, or identifiers.
• Supplier and warehouse.
• Quantities and costs you entered.
• Expected PO result.
• Actual result shown in Logentic.
• Time and timezone.

Related workflow

1. Review and filter Purchase Inventory.
2. Adjust forecast settings if needed.
3. Create the purchase order.
4. Send the purchase order to the supplier.
5. Receive the purchase order when inventory arrives.

Useful links

• How do I filter and sort Purchase Inventory?
• How do I adjust Purchase Inventory forecast settings?
• How do I send a purchase order to a supplier?
• How do I receive a purchase order?