# Purchase Orders – Add Products ## Overview Sellercloud lets you manage Purchase Order details in different places in the system. This helps you update purchasing information quickly without opening each Purchase Order separately. With purchase orders, you can track orders from suppliers, view inventory levels and availability, plan for future orders, and set up automatic re-ordering. Purchase orders can also be used to consolidate multiple orders from multiple suppliers, giving the ability to reduce costs and streamline your purchasing process. To learn more about managing Purchase Orders in Sellercloud, refer to [Managing POs](https://descartessystems.aha.io/pages/7630848713094527310) and [Managing POs: Advanced Functions](https://descartessystems.aha.io/pages/7630848331015244244) articles. ## Add Products to a Purchase Order Sellercloud lets you fill a Purchase Order with products during PO's creation or later on. You can add products in individual quantities or [case-packed quantities](https://descartessystems.aha.io/pages/7630847790125328413). ### From Purchase Order This is the most common way to pack a PO with items. Usually, the system automatically forwards you to this step when creating a new PO. 01. Go to **Purchasing** \> **Manage POs**. 02. Select the Purchase Order you want to add products to. 03. Click **Toolbox**, and select **Items**. 04. In the upper right of the PO's page, click the **Edit** button. 05. On the **Items** panel, click the plus icon. 06. In the **Add Products** dialog box that appears, use the top filters or the search function to find the requested product. Alternatively, click the **Add New Product** button to create a new product. When the appropriate product appears in the list, select the relevant checkbox. [Sellercloud's mobile application](https://descartessystems.aha.io/pages/7630843859990363711) supports barcode scanning using your phone's camera. 07. You can add products through their respective SKU. To do that, switch the **SKU List Mode** on. You can also add items by their **Vendor SKU** from the **Add Products** page. 08. Enter the quantity for each product selected. You can manage those quantities individually, for each product item, or per a case-packed product with multiple units. To learn more about purchasing by case, refer to the **Order Case-Packed Products** header below. 09. Click **Add & Close**. The products selected are added to the PO details. 10. To append multiple products to PO details, use the file upload function. To upload the products list, click the **Upload Products** icon. 11. Enter the required information. 12. Click **Save**. 13. In the upper right, click the **Save** button to update a PO. ### From Product Page via Quick Add Option Alternatively, you can add a product to a PO from the respective product page. Navigate to **Catalog** \> **Manage Catalog** \> Product \> **Toolbox** \> **Purchasing** \> **Quick Add to PO**. ### From Manage Inventory Page If you need to add multiple products to a PO at a time, follow the path below. **Inventory** \> **Manage Inventory** \> Select products \> **Actions** \> **Add to PO**. In addition, you can add products to a PO by moving them from different POs. For details, refer to [Add Products from Another PO](https://descartessystems.aha.io/pages/7630848331015244244). ## Add Kits to a Purchase Order Similar to purchasing products separately, you can purchase a **Kit** by adding the **Kit Parent** to a PO. Client Setting **Breakup kit components when adding Kit Parent to PO** controls how Sellercloud handles kits added to Purchase Orders. Access the setting by going to **Settings** \> **Client Settings** \> **General Client Settings** \> Search. If the setting is **Enabled:** - When adding via the **Purchase Order Creation Wizard**: search for the desired **Kit** when adding items to the PO. Once selected, click **Continue**. In the pop-up, indicate the components that you want to add. If you want to order all of the Kit's components, click the upper **Select All** checkbox. - If there are **multiple items in the Kit**, each one will display in the grid, and the order quantity will be the quantity of the kit parent multiplied by the component quantity needed to make up the kit. - If there is **only one item in the Kit**, for example, a pack of 4, the component will display in the grid with the kit quantity. This means if you ordered 1 parent, the component will display with a quantity of 4. - When adding via the **Manage Inventory** page: select the **Kit Parent**. The pop-up will display the components, and you will need to enter a quantity for all of them. It doesn't need to comply with the component quantity needed to make up the kit. If the setting is **Disabled:** - When adding via the **Purchase Order Creation Wizard**: search for the **Kit Parent** and put in Quantity to Order. The **Kit Components** will not display. When the PO is created, only the **Kit Parent** will be in the product grid. - When adding via the **Manage Inventory** page: select the **Kit Parent** and click **Add to PO..** from the **Actions** menu. In the pop-up, you will see only the kit parent and only the parent SKU will be added to the PO. ### Define the Cost Ratio for Kit Products added to a PO To trigger a cost update for each product added to a PO via a kit, the related kit has to be Independent and its quantity disassembled. This will split the kit cost among the components eventually. If you want to split the cost with a different ratio, set the relevant ratio value before disassembling the kit. To do that: 1. Access **Inventory** \> **Manage Inventory**. 2. Open the Kit SKU you want to change the components' Cost Ratio for. 3. Click **Toolbox**, and select **Kit**. 4. In the upper right, click **Edit**. 5. Set the requested **Cost Ratio** parameter in the **Components** panel. 6. Save the changes. ## Order Case-Packed Products When you need to purchase all the components from a specific **Kit**, it is better to add the relevant **Kit Parent** to a PO and then split that Kit into individual products. Likewise, when a vendor sells a product as a case, and you want to sell its components as individual products, use the **Case** option to add products to a PO. To do that, you need to switch to the **Case Mode** before adding products to a PO. You can configure Costs, Quantities, and Shipping Dimensions for products you sell and purchase per case on the **Purchasing Page** of your products. You can configure them on a General level and on the Vendor Product level. When you add an item to a case quantity-enabled PO, we will prioritize the Vendor-level quantity, and only if there is none, we will use the general product case quantity configuration. To switch to **Case** **Mode**: 1. Open the PO and click on **Items** from the **Toolbox** menu. 2. Click on **Edit**. 3. Click on **Enable Case Qty**. 4. Then click the plus icon and search for the requested products. 5. When the **Price** and **Quantity** per each case are indicated, click **Add & Close.** When adding products to a PO with **Case Mode** enabled, we will first check if the [Vendor SKU](https://descartessystems.aha.io/pages/7630845949514299392) has a **Case Quantity** configured. If that is not set up, we will use the **Qty per Case** set on the Sellercloud Product level. ### Related Client Settings - **Enable Per Case Qty Mode -** This setting allows you to separate individual and case quantities for a product in their inventory. - **Do not show Case Qty in PO PDF Print**- This allows you to choose whether or not to include the case quantity values on a purchase order PDF printout. - **Allow to edit Qty per Case in PO**- This setting allows you to edit the quantity per case when creating a purchase order. This way, you don't have to manually enter the quantity of each item in the purchase order. - **Enable Case Qty for new purchase orders**- This setting allows you to purchase items in bulk and have the order broken down into smaller case quantities when the item is received. To learn more about how to **purchase products by case** and then sell them apart, refer to [Understanding Quantities on POs](https://descartessystems.aha.io/pages/7630847790125328413). ## Manage Product Purchasing Data Once a product is added to a PO, the relevant price and discount amounts are automatically added. To manage that data, go to the product's page and select **Purchasing** from the **Toolbox**. After clicking **Edit**, correct the prices and **Save**. This will not change the existing Purchase Orders, but will impact future POs when you select the products from a catalog. Vendor pricing and promotions can be set to automatically default to the correct price and discount when adding a product to a PO. Learn more about [Vendor Promotions](https://help.sellercloud.com/omnichannel-ecommerce/default-vendor/). Once you've added a product to be purchased from a particular vendor, you can also apply a specific vendor discount either to an individual PO or to all POs of the selected vendor. To learn more about vendor discounts, refer to [Applying Discounts to Purchase Orders](https://descartessystems.aha.io/pages/7630847899684977474). ## View Product's Purchasing History To view a list of Purchase Orders for a particular product that has been added, follow the steps below. 1. Access **Inventory** \> **Manage Inventory**. 2. Select the product for which you want to display the purchasing history. 3. Click **Toolbox**, and select **Purchasing**. 4. Refer to the **Purchase Orders** panel. ## Transfer Items to Another PO 1. Go to **Purchasing** \> **Manage POs**. 2. Select the Purchase Order you want to add products to. 3. Click **Toolbox**, and select **Items**. 4. Choose **Transfer to another PO** from the three-dot menu. 5. Enter the Qty you want to transfer. 6. Click **Next**. 7. Choose **Existing PO** or **New PO**.