Creating a Purchase Order with Bevly

We’re excited to help you streamline your purchase order process with our Purchase Order Dashboard. Here’s a step-by-step guide on how to create a purchase order in Bevly, please follow these steps:

  1. Access the Draft Purchase Order module by clicking on the shopping cart icon in the right corner of Bevly or by opening the Purchase Orders dropdown in your menu and selecting Draft Purchase Orders.
  2. Use the Product ID field to search for the product you want to order. If the product is not properly mapped with its distributor, it will be listed under the UNMAPPED section in your Drafts. Fix the mapping by searching for the name of the product and selecting the correct one. Once everything looks correct, click Add To Purchase Orders.
  3. Edit the billing and shipping addresses as needed. Bevly will auto-generate an Order ID and enter your desired Case or Bottle Qty for each product in your Draft Purchase Order.
  1. Review the Historical Sales data in your Drafts, including 30-60-90-day and year-over-year comparisons, last purchased quantity, and current stock levels.
  2. Save your order as a draft if you need to help a customer or come back to it later, or click Create Order when you’re ready to submit it to your distributor.
  3. Save products for later by clicking on the Save For Later button underneath the product’s information.

By following these steps, you can easily create a purchase order in Bevly and streamline your ordering process.

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