Creating a PO

There are several distinct entry points for starting a purchase order. Each one prefills a different amount of information based on where the signal came from. Pick the one that fits how you decided what to buy.

On this page

• Creation paths
• What gets prefilled
• Multi-supplier selection
• Custom items (variants not yet in Shopify)
• Operator preferences that affect creation
• See also

Creation paths

Path	Where it starts	Prefilled
From the Forecast page	Select rows on the Forecast page → “Create PO from selected.”	Quantities from the displayed Actual Reorder QuantityReorder quantityThe number of units to order. Starts as a raw target (cover demand until the next reorder), then adjusts for MOQ, pack size, incoming stock, back orders, and EOQ. Read more → (including EOQ uplift where shown), unit cost where available, MOQ + pack size info, originating forecast view. You choose a supplier or leave supplier blank to review supplier grouping.
From Min/Max	Suppliers list → “Create PO from min/max.”	Variants whose stock has fallen below Min InventoryMin inventoryA per-variant minimum stock level you set as an override. Displayed on the Forecast page's In Stock cell and used by min/max replenishment workflows. Does not change the forecast model's reorder math. Read more → ; quantities to refill toward Max InventoryMax inventoryA per-variant maximum stock level you set as an override. Displayed on the Forecast page's In Stock cell and used by min/max replenishment workflows. Read more → . An Order mode control lets you keep this as a single PO or Split Into Back Orders — a main PO (refill to target/max) plus a separate back-order PO for the oversold (negative-stock) portion.
From Sales History	Supply Orders → Purchase Orders → “Create PO from sales history.”	Variants chosen by past sales volume over a window you pick.
From Sales Orders	Supply Orders → Purchase Orders → “Create PO from orders.” Bulk wizard for unfulfilled Shopify orders.	Variants on selected orders, quantities aggregated, multi-supplier split offered.
Manually (blank)	Supply Orders → Purchase Orders → “New PO.”	A blank Draft PO. You can start without a supplier, but pick a real supplier before you rely on supplier email, supplier defaults, supplier currency, supplier-specific pickers, or supplier-credit workflows.
From CSV / XLSX import	Supply Orders → Purchase Orders → “Import.” Bulk upload through the unified import parser.	All line items from the file, mapped to variants by SKU / barcode.
From Stocky import	Supply Orders → Purchase Orders → “Import from Stocky.”	Stocky-format file mapped to Logistified PO fields.

The Forecast path is the most common — it’s what most operators use day-to-day. The Sales-orders wizard is the most powerful for inbound-demand-driven replenishment.

Tip

For a complete tour of how to put rows onto an existing PO — picker, custom items, raw-materials split, imports — see Adding line items.

Tip

When a PO is created from the sales-orders wizard, a Linked sales orders banner appears on the PO detail page listing every Shopify order the PO was sourced from. Click any order chip to open it in Shopify, or hover to preview the order’s status, payment, and total.

What gets prefilled

When the PO opens after creation:

• Supplier — set when you choose one, or set per PO when you use a split-by-supplier path. Forecast-created POs do not automatically choose a supplier just because selected rows have primary suppliers.
• Currency — inherited from the chosen supplier. If there is no supplier yet, choose one before sending or using supplier-specific finance workflows.
• Tax rate — inherited from the supplier’s default when a supplier is chosen; otherwise it uses your purchase default until you change it.
• Payment terms — inherited from the supplier’s default when a supplier is chosen (often “NET 30”).
• Carrier — left blank; pick from your configured list.
• Originating forecast view — stamped automatically when created from the Forecast page.
• Line item quantities, cost, supplier SKU — from the supplier ↔ variant link when available.

Everything is editable while the PO is still Draft.

Multi-supplier selection

When the rows you select span multiple primary suppliers — common in the Forecast and the Sales Orders wizard — the safest path is to split into one PO per supplier.

In the Forecast dialog, choosing one supplier creates a single PO using that supplier and its defaults. Treat that as a supplier choice, not a strict supplier filter: review the line items before sending, especially if the selected rows originally pointed to different suppliers. The split path creates the supplier-specific POs in one operation. Each PO gets stamped with the same origin (forecast view or sales-order batch).

Custom items (variants not yet in Shopify)

You can add a line for a product that doesn’t yet exist as a Shopify variant — a custom itemCustom itemA line on a purchase order for a product that doesn't yet exist as a Shopify variant. You convert it into a real Shopify variant later, usually when you receive. Read more → . Before you receive, you can convert the custom item to create a Shopify product/variant reference. The PO line remains a custom-item line with that Shopify reference attached; it is not identical to a normal Shopify-linked line.

Used when you’re ordering something you haven’t yet decided to sell, or a one-off batch. See Adding line items → Custom items.

Operator preferences that affect creation

These defaults live elsewhere in the app; this is the reference for what gets used at PO creation.

Preference	Where set	What it does
Default payment terms	Suppliers → Supplier detail.	Stamped on the PO header. Editable per PO.
Default currency	Suppliers → Supplier detail.	Inherited at creation.
Default tax rate	Settings → Tax Rates, then linked from the supplier row.	Inherited at creation.
Default carrier	Settings → Carriers.	Available in the shipping card.
Supplier–variant link	Suppliers → Supplier detail → Variants tab.	Drives MOQ, pack size, lead time, unit cost at creation.
Originating forecast view	Forecast page state at creation time.	Stamped automatically for audit.

Note

If your supplier’s defaults are wrong, fix them on the supplier row first. New POs inherit the corrected values; existing POs need to be edited individually.

Caution

Once a PO is Sent, you can’t change the supplier. If you picked the wrong one, cancel the PO (or delete while still in Draft) and recreate.

See also

• Adding line items — every way to add a row, including the Assemblified raw-materials split.
• Forecast → Creating a PO from the forecast — the Forecast-side cross-link.
• Lifecycle & statuses — what happens after Draft.
• Settings — all the operator preferences.

Last updated: 22 June 2026