Understand the review screen

The review screen is where you spend your time. It is organised around the things that still need a decision, rather than around the document.

Readiness

At the top is where the order stands, in one line: how many blockers remain, how many warnings, and how many line items are ready — for example 3 blockers · 0 warnings · 0 of 2 line items ready.

• Blockers must be settled before a draft can be created.
• Warnings point at something to check rather than a choice to make — an arithmetic total that does not add up, a line that may not have been read.

Warnings are not merely advisory. Once the blockers are gone you are asked to check each one against the source and acknowledge it, and the final action stays unavailable until you have. The exception is an inventory warning, which never holds an order up.

One decision at a time

The review screen is a guided sequence rather than a list. It shows the issue you are on — highlighted, naming what it wants, such as Choose a Shopify product — with the controls to settle it directly beneath, and Back and Next to move between them. The readiness line shows where you are, as Step 1 of 2.

The order is not arbitrary. The buyer comes first because products, units, shipping and payment terms are all resolved for a specific company location, so settling the buyer can change or remove what is asked afterwards.

The header

Across the top: the buyer, the source document’s filename, the number of line items, the currency, and the order’s status — Needs review until it is settled. Back to Orders and Delete order sit at the right.

The four cards

Below the current issue sit four cards covering everything about the order that is not a line item. Each shows a one-line summary when collapsed, and carries a Needs attention badge when something in it is outstanding. Select one to open it.

• Order details — the PO number, currency and buyer name as read from the document.
• Buyer — the Shopify company, company location and contact this order is for, either matched automatically or chosen by you. Save buyer match commits your choice. See How buyer and company matching works.
• Payment terms (optional) — matched against your Shopify templates.
• Shipping (optional) — the requested delivery method, matched against Shopify’s actual delivery options for this order.

The last two say (optional) because a document that asks for nothing in particular needs nothing chosen. When a document does ask for a delivery method or a payment term, that becomes a blocker like any other.

The line items table

Underneath is every line on the purchase order, one row each: the line number, the buyer’s item code and description, what was ordered (with the Shopify-unit conversion beneath it, such as → 2 Shopify units), the matched product, the price, and a status badge.

Select a row to open it and resolve that line. The panel that opens shows what the PO says, the matched product and variant, the quantity and its conversion, the price policy, and whether to remember the match. See Resolve an exception.

Leaving a line out

Some lines should not reach Shopify at all — a discontinued item, a line the buyer has already cancelled, something the document lists for information. Open the line and use Exclude from order to leave it off the draft; an Excluded line items section below the table holds anything you have set aside. See Exclude a line item.

The source document

The original sits alongside the decision, on the left, with page controls and a Download link. You are never asked to remember what the document said while looking at a different screen — it is there, next to the question.

This is the fastest way to settle “is that really what it says”, especially with scans.

The final action

One action, Create Shopify draft order, prices the order through Shopify and creates the draft from those numbers. See Create the Shopify draft order.