Adding new products via Purchase orders

While you have options to create new products from product page manually or via excel file, you can also add new products into Hike via Purchase orders.
There are two ways to add products via Purchase orders.

We have a separate support article if you wish to import existing products into a Purchase order via excel file.

1. By scanning a new product in Purchase order.

When you scan a new product, which is not available in Hike, you will be able to add it directly via a new purchase order. Here are the steps.
Add a new Purchase order

Please select correct supplier and delivery outlet and scan new product bar-code on this page. Please DO NO scan the bar-code in the search box provided in the PO. This is the box to search for existing products in your store. For new products, you will need to scan the bar-code by keeping the cursor away from the search box.

Once you scan the bar-code correctly, you will receive a pop-up to create a new product.

Click on Create new product tab and on the next page, you can add details of this product.

You can add product name, SKU, cost price, mark-up, Retail ex tax price, Tax rate and Retail inc tax price on this page. To add other details, you will need to visit Product page.

You can only add simple products using this option for now. For variant and composite products, please use Add New product option on Product list view page.

2. Importing excel file with new products in a Purchase order.

When you need to add a lot of new products into Stock Purchase Order, you can import and add products through Spreadsheet.

To start on, kindly navigate to: Inventory > Purchases > +Add New (as per the screenshot below)

After getting New Purchase Order screen, select “IMPORT ITEMS TO THIS ORDER”

You will get the pop-up screen as per below: There you can click on “download our import file template” & download the template file.

Download the template and if you don’t know how to put item details, please go to your product list and put correct information in the spreadsheet.

Add new product name,  SKU and bar-code (or just the name if you wish Hike to auto-assign SKU and bar-code to new products). Once the details are updated, please import the excel file into the Purchase order.

It will import the products you updated in the spreadsheet. You will see View Import Logs available on the page. Now, click on the View Import Log.

While checking the import logs, if you have added new products, you will have below option.

You will receive below Pop up where you can select the suitable option:

Selecting Option 1 will add just basic product details which you have added in the excel file while importing product. After that, you can update the product details on the Product listing page.

Option 2 will omit/remove the new SKU products which are not available in Hike.

Option 3 will give you option to review each product one by one and add additional details.

You can add product name, SKU, cost price, mark-up, Retail ex tax price, Tax rate and Retail inc tax price on this page. To add other details, you will need to visit Product page. You can only add simple products using this option for now. For variant and composite products, please use Add New product option on Product list view page.

You can view the import log which has been imported successfully from the spreadsheet.

After importing all the records successfully, you can save the Purchase Order or mark it as 'received'.

Creating and receiving the PO at the same time

Earlier, there was no option to create and receive the order at the same time, But, now we have introduced this feature that will save your time and make easier for you to create multiple PO within no time. Many times, there is requirement wherein it is important to create PO for different purposes and need the option to mark PO as received just after creating the PO. 

When created and mark PO as received, you can still return or export the PO as it works with 'save' and 'email' option.

BILL:

Hike introduce you to a new feature in Purchase order section called 'Bill', it works mainly for those who are using QuickBooks or Xero. Whenever you create a complete PO order or partially received a PO, a bill will be created.

A bill would only be generated in QBO/Xero when a purchase order (PO) was finalized in Hike. Now, every individual PO will generate a separate bill that will synchronize with QBO. You can find more information on how bill syncs to QBO and Hike on How to integrate QuickBooks Online with Hike & How to Manage Xero - Sync Settings

If you get partial quantities of a purchase order, it will generate a separate invoice for each quantity received and synced to QuickBooks Online.

Below is the screenshot shows how bill looks:

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