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SalesButler
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Pro Plan Feature

Track Vendor POs From Draft to Receive

Vendor catalog, draft → send → receive PO flow, automatic stock deduction on receive, and ownership-verified deletion.

No credit card required · Setup in 5 minutes

Overview

What It Does

Buying from suppliers shouldn't live in email and spreadsheets. SalesButler's Vendors & Purchase Orders give you a vendor catalog, a clean draft → send → receive PO workflow, and automatic inventory increment when a PO is received. Receive partial shipments, track outstanding quantities, and trust that the next tech will see the right stock count.

SalesButler · Pipeline
Pipeline
+38% booked
12
New leads
7
Quoted
5
Booked
4.9 avg · 127 reviews
This month
How It Works

Step-by-Step Guide

1

Add a Vendor

Build your vendor catalog — name, contact, default terms.

2

Draft a PO

Create a PO with line items, quantities, and unit costs.

3

Send to Vendor

Mark the PO as sent and email the vendor a copy.

4

Receive Shipment

When parts arrive, mark the PO received — full or partial.

5

Stock Auto-Increments

Inventory stock auto-increments by received quantities.

Benefits

Why You'll Love This Feature

Draft → Send → Receive

Three-state PO workflow mirrors how shops actually buy.

Auto-Stock Increment

Received POs auto-increment inventory — no manual entry.

Vendor Catalog

Centralized vendor list with contact and default terms.

Receive Partials

Receive partial shipments with outstanding quantity tracking.

Ownership Verified

Cascading deletes verify ownership so cross-org access is impossible.

PO Reporting

See open POs, total committed spend, and per-vendor history.

Use Cases

Perfect For

Replacing email/spreadsheet PO workflows

Tracking outstanding orders across multiple vendors

Auto-incrementing stock without manual data entry

Per-vendor purchase history for relationship review

Audit-defensible PO records for accounting

FAQ

Frequently Asked Questions

What plans include Vendors & Purchase Orders?

Vendors & Purchase Orders is included on the Pro plan.

Can I receive a partial PO?

Yes — record received quantities and the PO stays open for the remainder.

Does it integrate with QuickBooks?

Direct accounting sync is on the roadmap. Today, export PO data via CSV.

Can I delete a PO?

Yes — but cascading deletes verify ownership to protect cross-org integrity.

What if a vendor sends extras?

Receive the full extra quantity; the variance is logged for review.

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