Overview

This is a web-only feature and cannot be completed on the mobile app. It is only accessible by Administrators.


  • The In-Store PO workflow does not flow through the approval matrix.

  • Any POs created using this feature will send a notification to a PO approver only after reconciliation.

  • Your company must have In-Store PO's enabled to use this feature.



How to Edit Your In-Store Purchase List


Step 1: Access Company Settings

  • Click on Company Settings on the left navigation bar.

  • Navigate to the Suppliers section.

Step 2: Find the Supplier

  • Use the search bar to look for the supplier by name or address.

  • Click on the supplier's name to open the Edit Supplier panel.

  • Enable In-Store by checking the corresponding box.

Step 3: Add a New Supplier (If Necessary)

  • If the supplier is not found in the database:

    • Click "Add a new one HERE" under the search bar.

    • Fill in the supplier's details and create a new supplier.

  • Note: Always search for an existing supplier before adding a new one to avoid duplicates.

Additional Considerations

  • This feature does not support purchasing limits.

    • Workaround: Limit the stores users can purchase from by carefully maintaining this list.






Need help?

There are three ways to reach our Customer Success team: