Written by Jodie Pride
25th March 2015 • 7 min read
Veeqo can be used to manage you purchase orders, email them to suppliers, and sync with Xero accounting software. Here are some of our tips on how you can use Veeqo as a purchase order software.
Veeqo can be used as a Using veeqo as purchase order software with xero to manage your suppliers. You can add new ones, edit existing ones and delete old ones. Before you can do anything purchase order-wiser, you need to create suppliers in Veeqo. To create a supplier Log in to Veeqo, and hover over “Products”.
Go to “Suppliers”
On the left hand side of the screen, there will be a button that says “New Supplier”. It looks like the image below. Click this button.
A page will then appear. Here, you can enter the details of the supplier.
Create Purchase Orders
Once you have created a supplier and set a cost price for your product, you are ready to create purchase orders! It’s really easy; just follow this step-by-step process:
Step One: Hover over “Products” and then click on “Purchase Orders”
Step Two: Click on “New Purchase Order” and then select which supplier you want to order from and the location you want the stock delivered to.
Step Three: Type in the product name or SKU code of the item you want to search for. If the cost price is blank the system can’t find the product you are looking for, you need to make sure you’ve set a supplier cost price for that item, which you can do in the products section under the “Supplier” tab.
Step Four: Click SAVE and if you ticked the email box, we will email a PDF of the purchase order direct to your supplier (using the sales contact email address in supplier details).
Create Email Templates
You can custom create emails to send to suppliers with Veeqo’s email templates. To do this, follow these steps:
Step One: You must log into your Veeqo account. Next, go to Your Name > Settings > General
Step Two: Select “Email Templates” from the menu on the left hand side, then click on “Edit Order Confirmation Template”
Step Three: The following window will then open
Step Four: You can now edit your New Orders Email Template in whatever way you would like it to look. You might even like the way it currently looks in which case you don’t need to change anything.
Step Five: Once you are finished editing your email template, simply click “Save Template”You can repeat the steps to edit your purchase order templates
Set Reorder Levels
You can set your minimum stock level of a product and the quantity to re-order at that level. This is a particularly handy feature to use for your popular items because if you sell out of these your customers will be disappointed and may not repeat custom. You can use Veeqo to make sure you always have stock at the ready, so you don’t have to worry about failing your customers.
Track Your Purchase Orders
Every purchase order that you send with Veeqo’s purchase order software will have a status so you can easily trace it through your business. This gives you a full history of what was ordered, when and by who. You can book your inventory against a purchase order which will then be updated across your website and marketplaces.
Sync with Xero
You can sync your Veeqo with your accounting software, Xero, to keep your accounts in sync with your business. When you create a sales order in Veeqo (you decide what order status: new/shipped), Xero will create a sales invoice, add the cost of goods sold and reduce the stock on hand. Also, when you create a purchase order in Veeqo, it will do the same in your Xero account.
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