Purchase Orders

Purchase Orders are B2B orders placed via the quote system or as bulk orders. They differ from regular shop orders by an extended workflow involving quote creation and approval.

Overview

The overview shows all purchase orders with:

• Order Number - Unique reference
• Date - Creation date
• Customer/Requester - Who placed the order
• Items - Number of articles
• Total Amount - Sum of the order
• Status - Current processing status

Purchase Order Workflow

1. Request Received

A customer submits a quote request via the shop. This appears as a new purchase order with the status Request.

2. Review Request

Open the request and check:

• Which products are requested in what quantity
• Whether there are finishing requests
• Whether uploaded artwork files meet the requirements

3. Create Quote

Based on the request, create a quote:

• Calculate prices (possibly with quantity discount)
• Calculate finishing costs
• Specify delivery time
• Send quote to the customer

4. Quote Accepted

If the customer accepts the quote:

• The purchase order is converted to an Order
• Payment processing is initiated
• Production can begin

5. Process Order

Further processing follows that of regular orders:

• Production
• Shipping
• Invoicing

Order Details

Click on a purchase order to see the details:

• All items with products, variants, quantities, and prices
• Finishing details with uploaded files
• Customer comments and special requests
• Status history - All status changes over time

Checkout for Purchase Orders

A special checkout is available for approved purchase orders:

Here you can:

• Choose the payment method for the order
• Specify shipping details
• Complete the order

Order History

The complete history of all purchase orders can be found under:

Here you can see all past purchase orders, including completed and canceled transactions.

See also

• Order Overview - Regular orders
• Request Quotes (Customer View) - How customers see the quote system
• Invoices - Invoice management