How to Upload Purchase Orders as a CSV

Learn how to upload Purchase Orders as a CSV file into TidyStock

How to split a purchase order

In this module, learn how to split a purchase order.

How to add Material Item Codes and References to Sales and Purchase Orders

The following instructions will guide you on how to display the material item reference and code on your Sales Orders or Purchase Orders. You can choose to display these on both documents, or only on one of them. You can also decide whether you want to display both the code and reference, or just one of these fields.

How to Combine Purchase Orders by Supplier

In many situations, it can be helpful to create a Purchase Order for a project by supplier rather than by task. This module will guide you through the steps to create a new Purchase Order by supplier using the Order Queue.

How to receive a purchase order

Previously, we created and sent a purchase order to a supplier. In this module, learn how to receive the items on the purchase order when stock has arrived. Once the items have been received, a bill payable is created in your connected Xero account.

How to credit or refund a purchase order

You can credit/refund Purchase Orders that have been receipted. This takes the goods out of stock and returns them to the supplier. A Supplier Credit Note is also created in Xero to that Supplier.

How to create a purchase order

Purchase orders are created when you want to purchase stock from a supplier. In this module, learn how to create a new purchase order and what different purchase order statuses mean.