Getting Started

• Understand the Dashboard

  Overview The dashboard provides quick access to all the main features of Yanet Auto Purchase Orders. Dashboard Sections Dashboard – View your purchasing overview. Purchase Orders – Create and manage purchase orders. Suppliers – Manage supplier information. Settings – Configure app settings. Integration – Connect with other Yanet apps. Result You now know wheFew readers

• Complete the Onboarding Guide

  Overview The onboarding guide helps you configure the basic settings before creating your first purchase order. Step 1 Open Yanet Auto Purchase Orders. Step 2 Follow the onboarding checklist. Complete the required setup tasks. Step 3 Review the recommended settings. Save your changes. Result Your store is ready to start creating purchase orders. Next Step Learn about tFew readers

• What is Yanet Auto Purchase Orders?

  Introduction Yanet Auto Purchase Orders helps Shopify merchants simplify the purchasing process by creating, managing, and tracking purchase orders in one place. Key Features Create purchase orders quickly Manage suppliers Receive inventory into Shopify Track payment status Customize purchasing settings How It Works The purchasing workflow typically follows these steps: Create a supplier. Create a purchase order. Add products and confirm the order. ReceiveFew readers

• Install Yanet Auto Purchase Orders

  Overview Follow these steps to install Yanet Auto Purchase Orders on your Shopify store. Step 1 Open the Shopify App Store. Step 2 Search for Yanet Auto Purchase Orders. Click Install. Step 3 Review the requested permissions. Click Install to complete the installation. Step 4 Once installed, open the app from Apps in your Shopify Admin. Result Yanet AFew readers

Purchase Orders

• Delete a Purchase Order

  Overview Delete purchase orders that are no longer needed. Step 1 Open the purchase order. Step 2 Click Delete. Step 3 Confirm the deletion. Result The purchase order is permanently removed. Note: Deleted purchase orders cannot be recovered.Few readers

• Print Purchase Orders as PDF

  Overview Print or download purchase orders as PDF documents. Step 1 Open a purchase order. Step 2 Click Print PDF. Step 3 Preview the document. Download or print the PDF. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fa8400/yanet-step-3_1Few readers

• Manage Purchase Order Statuses

  Overview Update the status of a purchase order as it moves through your purchasing process. Step 1 Open a purchase order. Step 2 Select the new status. Examples: Draft Ordered Completed Cancelled Step 3 The purchase order status is updated.Few readers

• Create Your First Purchase Order (Quick Start)

  Overview This quick guide shows you how to create your first purchase order in just a few steps. Step 1 Go to Purchase Orders. Click Create Purchase Order. Step 2 Select a supplier and destination. Step 3 Add products to the purchase order. Update the quantity andFew readers

• Duplicate a Purchase Order

  Overview Duplicate an existing purchase order to save time when creating similar orders. Step 1 Open the purchase order. Step 2 Click Duplicate. Step 3 Review the duplicated purchase order. Make any necessary changes. ![](https://storage.crisp.chat/users/helpdesk/website/-/3Few readers

• Understanding Purchase Order Statuses

  Overview Purchase order statuses help you track the progress of each order. Draft The purchase order has been created but has not been placed with the supplier. Ordered The purchase order has been sent to the supplier and is waiting for delivery. Partially Received Some items have been received, while others are still pending. Completed All items have been received successfully. Cancelled The purchase order has been cancelled and will no longer be processedFew readers

• Add Products to a Purchase Order

  Overview Add products to your purchase order using different search methods. Step 1 Open an existing purchase order or create a new one. Step 2 Click Add Products. Step 3 Add products by: Product SKU Barcode Collection CSV Import ![](https://storage.crisp.chat/users/helpdeskFew readers

• Export Purchase Orders to CSV

  Overview Export purchase orders for reporting or record keeping. Step 1 Open Purchase Orders. Step 2 Select one or more purchase orders. Step 3 Click Export CSV.Few readers

• Edit a Purchase Order

  Overview You can update a purchase order before it is completed. Step 1 Open the purchase order you want to edit. Step 2 Update the required information. For example: Supplier Destination Product quantity Unit cost Notes Step 3 Click Save. ![](https://storage.crispFew readers

• Export Purchase Order Data

  Overview Export purchase order data from Yanet Auto Purchase Orders for reporting, record keeping, or further data processing. Step 1 Go to Purchase Orders. Step 2 Click Export Purchase Orders and select the available export option. Step 3 Open the exported file andFew readers

Suppliers, Inventory & Payments

• Partial vs Full Inventory Receiving

  Overview You can receive all products at once or receive them in multiple shipments. Partial Receiving Use this option when only part of your order has arrived. The remaining quantities can be received later. Full Receiving Use this option when all ordered products arrive in one shipment. Result The purchase order status updates automatically based on the quantities received.Few readers

• Inventory Synchronization with Shopify

  Overview Inventory is automatically updated in Shopify after products are received. How It Works Open a purchase order. Receive inventory. Accept the received quantities. Complete the receiving process. Result The accepted quantities are synchronized with your Shopify inventory automatically. Note: Only accepted quantities are added to inventory.Few readers

• Track Purchase Order Payments

  Overview Track supplier payments for each purchase order to keep your payment records up to date. Step 1 Open a purchase order. Step 2 Go to the Payment section. Step 3 Update the payment amount or payment status. Click Save. ![](https://storage.crisp.chat/users/helpdeFew readers

• Receive Inventory

  Overview Receive products from a purchase order and synchronize accepted quantities with your Shopify inventory. Step 1 Open an Ordered purchase order. Click Receive Inventory. Step 2 Enter the quantity received for each product. Step 3 Review the received quaFew readers

• Manage Supplier Information

  Overview Keep supplier information up to date to improve your purchasing workflow. You can manage the following information: Supplier Name Supplier Code Contact Information Address Currency Lead Time Minimum Order Quantity (MOQ) Tip Review supplier information regularly to ensure your purchase orders remain accurate.Few readers

• Payment History

  Overview View the payment history of a purchase order to track previous transactions. Step 1 Open a purchase order. Step 2 Go to the Payment section and review the payment history, including payment amounts, dates, and current payment status. Result You can monitor allFew readers

• Create a Supplier

  Overview Create a supplier to manage vendor information and use it when creating purchase orders. Step 1 Go to Suppliers. Click Add Supplier. Step 2 Enter the required information: Supplier Code Supplier Name Configure additional settings such as Lead Time, Currency, and Minimum Order Quantity (MOQ). ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37Few readers

• Edit or Delete a Supplier

  Overview Update supplier information or remove suppliers that are no longer needed. Step 1 Open the Suppliers page. Select the supplier you want to manage. Step 2 To edit the supplier, update the required information and click Save. Step 3 To delete the supplier, clickFew readers

• Understanding Payment Statuses

  Overview Payment statuses help you monitor supplier payments throughout the purchasing process. Pending No payment has been made yet. Partial Part of the payment has been completed. Paid The purchase order has been paid in full. Tip Update the payment status whenever a payment is made to keep your financial records accurate.Few readers

Settings & Integrations

• Enable Auto-create Purchase Orders

  Overview Automatically generate purchase orders based on your configured rules. Step 1 Go to Settings. Step 2 Enable Auto-create Purchase Orders. Step 3 Configure the automation rules if available. Save your changes. ![](https://storage.crisp.chat/users/helpFew readers

• Connect with Yanet Retail Barcode Labels

  Overview Connect Yanet Auto Purchase Orders with Yanet Barcode Labels to print barcode labels directly from your purchase orders. Step 1 Open Integration. Step 2 Select Yanet Barcode Labels. Step 3 Complete the connection using your API credentials. ![Few readers

• Configure General Settings

  Overview Configure the general settings to match your purchasing workflow. Step 1 Go to Settings. Step 2 Review the available settings. For example: Purchase Order Prefix Auto-create Purchase Orders Shipping Carriers Payment Methods Step 3 Update the settings as neeFew readers

• Manage Payment Methods

  Overview Manage the payment methods available for supplier payments. Step 1 Go to Settings → Payment Methods. Step 2 Add, edit, or remove payment methods. Step 3 Click Save. ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/37fde77105fFew readers

• Manage Purchase Order Prefix

  Overview Customize the prefix used for your purchase order numbers. Step 1 Go to Settings → Purchase Order Prefix. Step 2 Enter your preferred prefix. For example: PO- ORD- PUR- Step 3 Click Save. ![](https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Generate Client ID & Client Secret

  Overview Generate API credentials to connect Yanet Auto Purchase Orders with supported Yanet apps. Step 1 Go to Settings Step 2 Click Generate Client ID & Client Secret. Step 3 Copy and store the generated credentials securely. Result Your API credeFew readers

• Manage Shipping Carriers

  Overview Create and manage shipping carriers used in your purchase orders. Step 1 Go to Settings → Shipping Carriers. Step 2 Add a new shipping carrier or edit an existing one. Step 3 Save your changes. ![](https://storage.crisp.chat/users/helpdesk/webFew readers

• Migrate Purchase Orders & Suppliers from Stocky

  Overview If you're migrating from Stocky to Yanet Auto Purchase Orders, you can easily import your existing purchase orders and suppliers using your Stocky API Key. The import process helps you continue managing your purchasing workflow without manually recreating historical data. What is imported? When syncing from Stocky, Yanet Auto Purchase Orders will automatically import: Purchase Orders Suppliers Purchase Order History If a purchase order in Stocky uses a **Shopify VenFew readers

• Customize Purchase Order PDF Templates

  Overview Customize the PDF template used when printing or exporting your purchase orders. Adjust the template to match your store's purchasing documents and branding. Step 1 — Open PDF Template Settings Go to Settings → PDF Template. Step 2 — Edit the Template Update the available template settings and layout options. ![](https://storage.crisp.chat/users/helpdesk/website/-/3Few readers

• Create Purchase Orders via API

  Overview Yanet Purchase Orders provides a Public API that allows external systems to create Purchase Orders programmatically. This is useful when you want to connect Yanet Purchase Orders with another system and automatically create Purchase Orders based on data from that system. Note: The Public API currently supports creating Purchase Orders. Other API operations are not covered by this documentation. Endpoint: POST /api/public/purchase-orders API Documentation For the comFew readers

Tips & Troubleshooting

• Frequently Asked Questions

  Overview Find answers to the most common questions about Yanet Auto Purchase Orders. Question 1: Can I edit a completed purchase order? No. Once a purchase order is completed, it can no longer be edited. Question 2: Can I receive inventory multiple times? Yes. You can partially receive inventory until all items have been received. Question 3: Can I print a purchase order? Yes. You can export your purchase order as a PDF for printing or sharing. Question 4: CanFew readers

• Payment & Supplier Issues

  Overview This article covers common payment and supplier-related issues. Supplier not available Make sure the supplier has been created and is active. Payment status not updated Verify that the payment information has been saved successfully. Incorrect payment amount Review the payment details and update the amount if needed. Unable to select a payment method Go to Settings and confirm that at least one payment method has been configured. Need more helpFew readers

• Best Practices for Purchase Order Management

  Overview Follow these recommendations to manage your purchase orders more efficiently. Recommended practices Keep supplier information up to date. Review product quantities before creating a purchase order. Receive inventory as soon as products arrive. Update payment information regularly. Keep purchase order statuses current. Export or print purchase orders for record keeping when needed. Following these practices helps maintain accurate purchasing and inventory records.Few readers

• Inventory Sync Issues

  Overview If your inventory is not updating correctly, try the following steps. Step 1 Verify that inventory has been received and accepted. Step 2 Check that the purchase order has been saved successfully. Step 3 Refresh your Shopify Admin and review the product inveFew readers

• Common Purchase Order Issues

  Overview Below are some common issues you may encounter while managing purchase orders. Unable to create a purchase order Check that: A supplier has been created. Products exist in your Shopify store. All required fields are completed. Unable to edit a purchase order Only purchase orders that are not completed can be edited. Unable to delete a purchase order Verify that the purchase order is not currently in use or restricted by your workflow. Still having issues? ConFew readers

• Contact Yanet Support

  Overview If you need additional assistance, our support team is here to help. Before contacting support Please prepare the following information: Your Shopify store URL Purchase Order Number (if applicable) A description of the issue Screenshots or screen recordings (if available) Contact us You can reach the Yanet Support team through: Live Chat Email Support Help Center ![](https://storage.crisp.chat/users/helpdesk/website/-/3/7/f/d/Few readers