Customising columns, PDFs and exports

What appears on a purchase order is controlled in three separate places, depending on where you want the change to show.

Three controls, three surfaces

Under Settings → Purchase orders :

• Purchase order columns - the columns on the purchase order form and detail view
• Receive screen columns - the columns on the receive screen
• Export visibility - what appears in the PDF and CSV exports

Click Manage on any of them to choose its columns. You can also change the first two from Edit columns on the line items table of a purchase order or the receive screen, which updates the same store-wide setting.

If a column will not go away, you have almost certainly changed one of the other two.

Line amounts: Subtotal and Total

Each line can show two money columns, and you can have either, both or neither:

• Subtotal (excl. tax) - quantity × unit cost, before tax. Off by default
• Total - quantity × unit cost, including tax. On by default on the purchase order and in exports, off by default on the receive screen

Both are offered in all three controls, so you can, for example, show pre-tax subtotals on screen while your supplier sees tax-inclusive totals. On the receive screen the subtotal is based on the ordered quantity.

In exports, Subtotal and Total only print when Pricing is on. The column headers are Subtotal and Total, followed by the order's currency.

Sending a copy without costs

To give your team or a warehouse a copy of an order without financials, untick Pricing under export visibility, download the PDF, then turn it back on. That removes the unit cost, the line amounts and the order cost summary together.

It is a store-wide setting rather than a per-download choice, so remember to switch it back.

Ordering and grouping line items

Also under Settings → Purchase orders :

• Order line items by - Product name (A-Z), SKU (A-Z), new items at top, or new items at bottom
• Group line items by - group the lines, for example by vendor or category

Both apply to the purchase order screen and your exports, so a PDF matches what you see.

Your logo on the PDF

Upload a logo under Settings → Purchase orders  to have it appear at the top of PDF exports. PNG or JPEG.

Your store details

The address and business name on a purchase order come from your Shopify store settings, not from Stockie. To change them, update them in Shopify and they flow through to new orders.