Under Settings (the wrench icon in the side navigation), you'll find options to help automate your workflow and make your POs more official.
These options include:
Adding your address
By adding addresses to each location, we can automatically fill in the Billing and Shipping address on your POs once you select a location.
To add your address, go to your Locations & Integrations page and click on a location name. Then, add your information like address, phone number, and timezone, as shown here:
This way, you no longer need to manually type them into the PO.
Adding your business' logo
By adding your business' logo to Thrive, we'll automatically apply it to your POs (and your Internal Transfers and Invoices).
To add your logo, go to your Company Info page and add your file, as shown here:
Enable More Automated Reordering
For companies who use the Auto-Add Products Below Reorder Point or Auto-Add Low Inventory Products buttons, we have an additional option for customization: The ability to automatically round quantities up or down to the nearest whole number based on the Reorder Points and Targets you set.
This is perfect for companies that deal with many partial quantities and Bundles.
Options include:
Don't round - The default setting. No quantities will be rounded up or down.
Round up - Any products with decimals will automatically round up to the nearest whole number.
Round down - Any products with decimals will automatically round down to the nearest whole number.
Round half up - Any products with decimals (.5 and higher) will automatically round up to the nearest whole number.
Products with decimals lower than .5 will automatically round down to the nearest whole number.
Round half down - Any products with decimals (.5 and lower) will automatically round down to the nearest whole number.
Products with decimals over .5 will automatically round up to the nearest whole number.
Pro Tip
The above rounding rules only apply to products added to the PO via the Auto-Add Products Below Reorder Point or Auto-Add Low Inventory Products buttons. You can always override the chosen rounding rules on the PO by manually adjusting the number in the quantity column.
Take a look at those options on your Settings page (under Feature Settings) or by clicking the link below:
NOTE: The Setting selected will also apply to Internal Transfers.
Bulk Uploading a PO
Add products and create a new PO in bulk from the Bulk Uploads page.
Not sure how to get started?
We can help! Learn more about all the ways bulk upload spreadsheets can help you today.
Filtering Purchase Orders
To view draft, open, partially received, overdue, complete (past), or canceled purchase orders, click the "Filters" button next to the search bar on the internal transfers page.
Toggle on the statuses you'd like to view and click "Apply Filters". You'll also have the option to filter the PO Details, Ship-to Locations and Vendors.
