After filling out the top section of the Purchase Order (vendor, Bill to, Ship to, etc), you can start adding products!
There are four different ways to add products to your PO:
1 ) Scan to add products
Each scan will count as a +1 for that item. A successful scan will produce a pleasant chime sound from your computer.
The ability to scan to add/receive products is included with Professional plans and above.
Chat with us for a free 14-day trial and complimentary video call to see if the Professional Plan is right for you.
Scan a product that does not yet exist in Thrive, and you'll see an error message at the top of the screen, along with a not-so-pleasant noise.
You can also manually edit the quantities as well. Remember to click off the quantity field when you start scanning again. This is important because the scanner pretends to be a keyboard in Thrive. Clicking on any blank white space in the PO will deselect any text fields and allow you to scan normally.
Have issues scanning?
We can help! Check out this Barcode Scanning FAQ article for guidance.
2) The "Add Products" button
By clicking the "Add Products" button on the Purchase Order screen, you can filter and search to add products. Once the products are entered, you can manually input the quantities you want to order. If you are wanting to add a large number of products from a particular category or vendor, be sure to press the "Load All" as shown here:
3) Automatically add low products
Auto-Add Products Below Reorder Point — This will apply to products with set reorder points currently equal to or below their reorder point.
Auto-Add Low Inventory Products — This will add products below reorder point or currently matching an Alert.
Are there products missing from the "Add Products" selection list? Double-check items are:
✅ Enabled at the location
✅ Assigned to the Vendor
✅ The Vendor is assigned to the shipping location
We can automatically round (up or down) for you when using these options. Read more about PO rounding.
NOTE: The Auto-Add Products Below Reorder Point feature is available on Professional Plans and above.
Chat with us for a free 14-day trial and complimentary video call to see if the Professional Plan is right for you.
4) Create a New Item
Click "Create New Item" to create a new product to add to the PO. Be mindful of the default cost you input because that will also be the cost that shows up on the PO. Once you're done creating the product, you can save it to the PO by clicking "Create and Add to PO." You'll then be asked if you want to add stock counts.
If this is your first time receiving the product, click "No, save anyway."
Pro Tip
If you need to edit the PO later, we strongly recommend sending your PO as a Draft. Once a Purchase Order is created, line items cannot be changed or edited (besides Vendor SKU and Notes).
You can add a discount to an Open PO, but the discount will not apply to the lot cost of the received items.