Drafting a Purchase Order Guide

Draft Purchase Orders allow retailers to view and edit their saved products organized by distributor before finalizing the order. Here is a step-by-step guide on how to access and use the Draft Purchase Orders module:

  1. Log in to your Bevly account.
  2. Once you are on the homepage, click on the shopping cart icon located in the top right corner of the screen. This will take you directly to your Draft Purchase Orders.
  3. Alternatively, you can also access Draft Purchase Orders by clicking on the Purchase Orders dropdown in your menu and selecting Draft Purchase Orders.
  4. Once in the Draft Purchase Orders module, you will see a list of all the saved products and their respective distributors. You can edit or delete any saved product or make changes to the quantity, price, or any other details as necessary.

  1. When you are satisfied with the changes, you can add more products to the order or proceed to finalize the purchase order.
  2. To finalize the purchase order, click on the “Create PO” button. This will generate the final purchase order, which can be sent directly to the distributor for processing.
  3. You can also download the purchase order in PDF format for your records by clicking on the “Download PO” button.

By following these steps, retailers can effectively manage their saved products and draft purchase orders, allowing them to make any necessary changes and ensure accuracy before finalizing their orders.

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