📝 Overview
Purchase orders are automatically generated when a customer purchases an add-on product alongside a registration. These orders help staff track, prepare, and fulfill items like meals, merchandise, or rental gear tied to a specific camp, class, or team.
Once purchase order tracking is enabled on an add-on product, orders will appear in two places: directly on the program's roster page and in the full Purchase Order Report.
🔔 New to add-on products? Before enabling purchase order tracking, you'll need to have your add-on product created and configured. Learn how to set up upsell and add-on products in the article below.
🛠️ Setup
To generate purchase orders for an add-on product, you'll need to enable tracking in the product's settings.
Click the arrow to learn how to set up purchase order tracking
Click the arrow to learn how to set up purchase order tracking
There are two ways to access the Products page:
Use the Global Search Box and type Products, or
Go to Cash Register → Products
Locate and open the add-on product you want to track.
Select the Settings tab in the left sidebar.
Under Purchase Settings, check the Create Purchase Order checkbox.
✍️ Note: This setting must be enabled on each individual add-on product you want to track. Purchase orders will begin generating for new purchases once this setting is saved.
💡 Tip: Need help finding a product? Use the Global Search Box and type Products, or go to Cash Register → Products to browse your full product list.
📋 Fulfillment
Once items have been gathered or delivered, you can mark them as fulfilled directly from the roster page or from the Purchase Order Report.
👥 From the Roster Page
Click the arrow to learn how to fulfill orders from the roster page
Click the arrow to learn how to fulfill orders from the roster page
Navigate to the program roster, then select the Purchase Orders tab in the left sidebar.
Locate the order you want to fulfill.
Click the Fulfill button to the right of the order entry.
In the Edit Purchase Order modal, review or update the following:
Quantity - the number of items ordered
Delivered - the number of items delivered
Comment - optional note (e.g., "Skates provided")
Click Save to confirm fulfillment. The order will update to show the delivered quantity, and the Fulfill button will change to Unfulfill.
✍️ Note: Orders fulfilled from the roster page are filtered to that specific program. Use this view when managing fulfillment for a single camp, class, or team.
📑 From the Purchase Order Report
Click the arrow to learn how to fulfill orders from the Purchase Order Report
Click the arrow to learn how to fulfill orders from the Purchase Order Report
The Purchase Order Report provides a full cross-program view and also supports fulfillment directly from the report.
Use the Global Search Box and type Purchase Orders to open the report.
Apply filters as needed (date range, location, program, etc.).
Click Search to load results.
Check the box in the Fulfill column next to each item that has been delivered. A Fulfill Selected Orders panel will appear with an optional Comments field.
Add a comment if needed, then click Fulfill Selected Orders to confirm. A green "Orders updated successfully" banner will appear at the top of the page.
✍️ Note: Once an item is marked as fulfilled from the report, the checkbox will be greyed out and cannot be unchecked.
📊 Reporting
The Purchase Order Report gives staff a complete view of all add-on orders across programs, including fulfillment status, delivery dates, and customer details. You can filter by date range, location, program, and more, and export results to CSV or PDF.
Click the arrow to learn more about the Purchase Order Report
Click the arrow to learn more about the Purchase Order Report
To access the report, use the Global Search Box and type Purchase Orders. You can also open a pre-filtered version directly from any roster's Purchase Orders tab by clicking the Purchase Order Report button at the top of the page.
💡 Learn More: For full details on filters, columns, and how delivery dates work, visit the dedicated Purchase Order Report article below.