Learn how to create and manage Purchase Orders, reconcile received materials, handle returns, and manage your supplier relationships.

Purchasing

Send materials back to a supplier when something's wrong with what arrived — this article covers the prerequisites, the basic steps, and the most common snags people hit.

How to Create a Return

Move a PO through its stages and reconcile received materials into stock or a job, this article covers updating status, what reconciliation actually does, and where things commonly trip people…

Managing PO Status & Reconciliation

Build a PO by hand or let AI populate it from a file, match packing slip items to your catalog, and avoid the one supplier mix-up that trips people up…

How to Create a Purchase Order

Need a PO number before you know exactly what you're buying? Quick PO gives you one in seconds; you add the materials later.

Quick PO in SureStock

Upload a supplier's packing slip to a PO and let SureStock's AI read the items for you, then match each line to a material you already carry so you don't…

Packing Slip Upload in SureStock

Upload a supplier PDF, quote, or invoice and let SureStock’s AI build the PO for you. Review what it read, swap lines for materials you already carry, and approve.

File Upload: Create a PO From a Supplier PDF in SureStock

Catch every warranty deadline, tag failed parts with a QR sticker, send the claim packet in one click and follow the credit until it lands.

Warranty Claims in SureStock: From Failed Part to Credit

Set up rebate programs and tiers, see what you’ve earned from your received POs, and claim every rebate before it expires.

Supplier Rebates in SureStock: From Program to Payment

The essential PO workflow: creating orders, tracking their status through to reconciliation, and processing returns when needed.

PO Basics

Amazon, Home Depot, Grainger, and other online vendors don't integrate directly with SureStock, but you can still track every purchase and keep your inventory accurate using a simple workaround

How to add online vendors (like Amazon) in SureStock

Add suppliers, manage their contacts, and configure account-specific settings — this article covers what you can do from the Suppliers tab, plus a few things worth knowing before you rely…

Managing Your Suppliers

Give your Ferguson rep their own login to manage consigned stock (or more) directly in your SureStock account, without seeing your pricing.

Supplier Associate Roles in SureStock

How to set up and manage the suppliers you purchase from, including online vendors, so they're ready to use when creating POs.

Supplier Management

Set a margin goal and let SureStock flag pricing, or automatically raise it, when supplier costs put you below target.

Margin Monitor: Set Your Profit Margins Automatically in SureStock

When you buy materials outside SureStock, at a supply house, Home Depot, or by direct phone order, log both what you paid and what you charge your customer to keep…

How to record cost to business and cost to client for a purchase made outside of SureStock

Control whether reconciling a PO can update a material's business cost automatically or lock it so only manual edits apply

Purchase Setting: Lock Business Cost from PO Reconciliation in SureStock

Track freight, customs, insurance, handling, and other extra costs on your POs so your inventory valuation reflects what materials actually cost you to land.

Landed Cost on Purchase Orders in SureStock

How costs are calculated, protected, and marked up on purchases, covering landed cost, margin automation, locked business costs, and handling purchases made outside SureStock.

Cost & Pricing Configuration

By default, only Admins and Owners can create Purchase Orders. This guide shows how to grant individual technicians permission to create POs directly and how to revoke it when needed.

Enable PO Creation for Technicians in SureStock

Reorder or restock a kit with one click. SureStock automatically expands it into all its component materials on the PO, ready to review and send.

Create Purchase Orders for Kits in Surestock

Get notified when a PO you’re assigned to changes status, and use filters to find any PO by status, supplier, total cost, or date.

PO Status Notifications in SureStock

Specialized PO scenarios beyond the standard flow, like ordering kits or letting field technicians create their own purchase orders.

Advanced PO Workflows

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