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Help Desk

Importing Purchase Orders

You have built a relationship with your distributors and because of that you might not place your orders through CobaltConnect with each order. This is entirely okay as long as that is what works best for your business. However, it could greatly benefit your business if you keep CobaltConnect up-to-date. After you place an order with your sales agent, go to the purchase order dashboard and import the PO you created offline. By doing this it allows you to keep a digital copy of all your Purchase Orders whether you make them with CobaltConnect or your Sales Agent. Once submitted, you can treat the PO like any other order when receiving the inventory.

FAQ's

You can access your submitted purchase orders through the PO Dashboard or by going to Rent POs in the sidebar menu. 

You can receive your inventory by going into the Recent POs Module and entering your received quantities into the Purchase Order selected. 

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