6 views Updated 11 days ago

Create and Receive Purchase Orders

Learn how to create and Receive Purchase Orders in Topo, including select variants.

When to use this

Use this article when you need to create and Receive Purchase Orders in Topo. The main staff surface is Purchase Orders. It is written for Managers.

Use a staff role that can view and edit catalog, inventory, purchase order, or tax setup as needed.
Create locations and categories before assigning location availability or organizing catalog records.
Select the relevant location when counting stock, receiving purchase orders, or checking POS availability.
Confirm tax, inventory tracking, SKU, barcode, and active status before staff rely on the item in POS.
Run a small POS test after setup when the change affects checkout.

Open Purchase Orders.
Create a draft order with supplier, reference, expected date, notes, location, variants, quantities, and unit costs.
Submit the order when it is ready to track.
Receive stock as it arrives, including partial receipts when needed.
Review over-received or completed status before closing the workflow.
Cancel only when the order should no longer affect inventory.

Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.

Checkout is disabled: confirm selected location, non-empty cart, member or guest checkout, payment readiness, and required payment method.
An item is missing: check active status, location availability, variant sellability, bundle contents, and inventory tracking.
A payment or Terminal sale is pending: review the sale record before retrying so you do not double-charge the customer.
Add at least one valid line item before creating a purchase order.
Only draft purchase orders can be edited.