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Order workflow

Purchase Order to Invoice — One Connected Workflow

Most simple inventory apps stop at tracking. StockZip carries the whole chain — PO, receiving, sales order, pick list, delivery, invoice — with stock updated automatically at every step. ERP-lite, without the ERP price.

No credit card required. Included on Pro and Ultra.

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  1. 1

    Purchase order

  2. 2

    Receive

  3. 3

    Sales order

  4. 4

    Pick list

  5. 5

    Delivery

  6. 6

    Invoice

What is an inventory order workflow?

An inventory order workflow is the chain of documents that moves stock through a business — purchase orders for what you buy, receiving records for what arrives, sales orders for what customers want, pick lists for pulling it off the shelf, delivery orders for getting it out the door, and invoices for getting paid. In most small businesses that chain lives across email, paper, and a spreadsheet, and the inventory count is updated separately by hand — which is exactly where counts go wrong.

In StockZip the chain is connected: each document is generated from the previous one, and the documents themselves move the stock. Receiving posts quantities into inventory; picking deducts them; a returned delivery puts them back. The barcode scanner drives the physical steps, and the audit trail records every one.

Follow one order through the system

1

Create a purchase order

Build a PO from your item list with vendor, quantities, and costs. Email it as a PDF directly from StockZip.

2

Receive against the PO

When stock arrives, receive line by line — full or partial. Received quantities enter inventory automatically at the right location.

3

Take a sales order

Record what a customer wants. The sales order reserves the demand and becomes the source for every later document.

4

Pick by scanning

Generate a pick list from the sales order and fulfill it by scanning items at the shelf. Picked stock is deducted automatically.

5

Deliver and handle returns

Convert the pick into a delivery order. Failed delivery? Mark it returned and stock comes straight back.

6

Invoice from the same data

Generate the invoice from the sales order — no retyping line items. QuickBooks Online sync is coming soon.

Why connected documents beat separate apps

One audit trail across all documents

Every receive, pick, delivery, and adjustment logs who did it, when, and against which document. When a count looks wrong, the answer is in the history — not in anyone’s memory.

Documents generate each other

Pick lists come from sales orders; invoices come from the same order; receiving posts against the PO. Line items flow through — nothing is retyped, so nothing drifts.

Stock updates are the workflow

There is no separate inventory adjustment step to forget. Receiving adds stock, picking removes it, returns bring it back — quantities and paperwork always agree.

Coming from a tracking-only tool? See how StockZip compares to Sortly and Fishbowl.

Order workflow questions

How the document chain works, what it replaces, and which plans include it.

It is one connected chain of documents that mirrors how stock actually moves through a small business. Buying side: create a purchase order, then receive against it — received quantities go into stock automatically. Selling side: create a sales order, generate a pick list from it, pick by scanning, convert to a delivery order, and generate the invoice from the same data. Every step updates stock levels and writes the audit trail, so quantities, documents, and history always agree without retyping anything between systems.

Run one real order through it

Start a free 14-day Pro trial, import your items, and take one order from PO to invoice. If it does not save you time, you have lost an afternoon — not an ERP budget.