Before you can fully utilize your Enhanced PO app, we need to complete a few important steps to ensure the necessary data is imported from your Retail account, and any additional details are filled out for the app to function fully (like providing delivery details for each vendor, SMTP settings for outgoing email, etc.)
AdVision support will work with you to create your app account, including connecting the app with your Lightspeed Retail account. Once your Enhanced PO account is linked with your Retail account, you can begin syncing data from Retail into the app.
You can, but first you should check the help page on prepping your Retail data for syncing. Preparing your data before syncing will ensure your data imports fully and correctly into the app the first time.
Technically yes, but you'll first want to complete some setup steps within your Enhanced PO account before fully utilizing the different features of the app. For example, all the vendor data from your Retail account may have synced in, but there are additional details the app needs for each vendor before it can actually send any POs to that vendor. Or if the full product catalog from your Retails hasn't completed syncing, you may start building a PO and find the items you want to order have not yet been imported into the app.
The setup steps you should complete before diving in to create your first purchase order are: