Overview
The Purchase Lists tab is to allow you to quickly order a set of items you tend to order all at the same time. This could be your Monday order routine, a group of supplies that go together, or your most frequently purchased items.
This is also where you can place orders from multiple suppliers all at the same time.
Creating a New Purchase List
Click the button and select a suitable name for your list. This will create an empty list. To add an item, click the
button, select a supplier and the corresponding item for the list, and then add the quantity you want loaded in by default.
Using a Purchase List
To use a purchase list, click the button. Review the items in your list, remove any you don't want to order by clicking the "X" button and edit the quantities if desired. You can also synchronize the order quantity to our smart recommendation by hitting the "Rec" button. For more information about order recommendations see the help article for the Inventory Tab.