How To Create a Purchase Order

Unless you are a member of DMI, you won’t place your purchase orders directly through our platform. Instead, place your orders as usual through each brand’s portal- Once the order is placed, come back to our platform to record it—this is how we keep everything tracked and connected. If you DO order through DMI, that will be covered shortly.

We're going to start at the Purchase Order Page. From your dashboard, head over to Purchase Order in the sidebar.

This is your Purchase Orders page. Right at the top, you'll see three tabs:

Requested. Open. and Purchase Order History.

Let's start from the first one; Requested – This is where purchase order requests land before the order is actually placed.

Open – This is where you’ll find orders that have already been placed and are waiting to arrive. Once the items were scanned, they’ll disappear from this list.

and Purchase Order History – A complete record of everything you’ve ordered.

To find exactly what you need, you’ve got a bunch of handy filters you can combine. Let’s break them down real quick:

Search Everything – Type in anything and find matching results.

Date Added – Filter by when the request was created.

Location – Sort by specific warehouse or store locations.

Condition – Narrow down by the condition of the order's unit.

Brands – Super useful if you’re looking for a specific brand.

Categories – Need a cooking appliance? A dishwasher? Select this category.

Jobs – Filter by job-specific requests.

by default, we show Immediate Requests first in the Needed By filter, so you see what’s needed ASAP.

You can always switch this to Deferred Requests, which shows items not needed right away,

or all. just click the filter and pick what works for you.

In each tab, you’ll also find two handy buttons:

Reset Filter – Click this to clear all filters and start fresh

Export – Customize your export by choosing the details you want, like model, quantity, requested arrival date, and condition. You can export your data as either a CSV or Excel file.

The last button is Add Request. If you need to add a request, that is not listed already, then this is your button!

When you click Add Request, a pop-up will appear. Just fill in:

Model number,

Quantity of the item,

and Storage location you want the item to come into.

Once you're done, hit Save,

and your request will be added right to the page.

Now that you’ve got the tabs and filters down, let’s walk through how to record a purchase order!

First you will filter your requests down to the items you will order from your vendor, and then place the actual purchase order through the manufacturer portal. If you have entered a PO for a single item only, you can select the green arrow

and fill out the information in the pop up.

In most cases, you will have added multiple requests to a single PO, so you can simply select the requests you want by checking the boxes on the far left.

Want to grab everything on the page? Click the top checkbox to select all,

and click it again to deselect all.

Click Add To Purchase Order, and a pop-up window will appear. At this point, you’re likely placing your order with the manufacturer, so let’s enter the details:

Give your PO a name.

Set the estimated availability date based on what the manufacturer portal shows.

If you know the item is already on a truck and on its way, select a Scheduled Arrival Date—this is a more reliable estimate.

If it’s backordered, check the Backordered box.

Double-check the costs—you can update them directly if needed. This is very important so your profits and margins reflect properly.

Once everything looks good, click save at the bottom right.

Whether you’re ordering one request or several, the process is the same—just don’t forget to hit Save!

After saving, all selected items disappear from the Requested tab and move over to the Open and Purchase Order History tab.

If you need to quickly request an item and get a PO in swiftly, just head over to the inventory page and I'll show you how!

Just click on the eyeball icon in the Requested column,

then hit + Add, and a pop-up will appear.

From there, fill in Quantity and Storage Location. Don't forget to click Save.

After that, you’ll see another pop-up showing the request as Requested.

If you’re ready to move forward and place the actual order, just click Ordered.

Then, just like on the Purchase Order page, you’ll Add Quantity, Add availability or arrival dates, Mark as backordered if needed, and Confirm or edit costs. Click Save one more time.

To check on the Purchase Order, click the eyeball icon in the Available on Order column to view all the PO details.

Inside, you’ve got a full picture of what’s been ordered.

And also on the Purchase Orders page, it’ll be officially listed as an Order.

Last but not least, if you belong to the buyers group, DMI - we are integrated with them, so you can place all of your DMI purchase orders right through the platform!! If you haven't already activated this feature, just head to the Integration page in the sidebar and switch it on.

Once DMI is enabled, any orders placed through it will display a DMI logo—whether you're viewing them on the Inventory Page or the Purchase Orders Page. Just a quick visual cue to let you know it went through the integration.

That’s it! You’re now a Purchase Order pro. Happy ordering!

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