How to create a purchase order with the projected reorder numbers

Below is a step-by-step guide on how to create a purchase order with the projected reorder numbers.

Navigate to the “Inventory tab” on the products page.

By default, all the products show up on the products page. When it comes to reordering, you can filter the page to see only the products that need to be reordered.

See below how to do so:

Click on “Advanced Filters”. At the “Filter by status” option, type in “Reorder”. Then, select the reorder rule you would like the system to calculate the reordering.

Click on “Add to filters”, select the greater sign, and then click on “Apply”.

Now the page will be filtered to see only the products that have a reorder amount greater than 0.

Select the items you want to reorder and click on “Reorder”. (You can select all products by clicking on the first check box next to the titles.)

Here you can still change on specific products the amount to reorder. You can also change the reordering rule on specific products, and it will make the calculation accordingly. If you are satisfied with the reorder numbers, you can click again on “Reorder”.

Now you will automatically see for every supplier a separate draft PO.

The only required field to be filled in on the “General Information” of the PO is the supplier name. The other ones are optional fields you can add.

If your supplier has a different SKU, then enter the Vendor SKU as shown below.

If you reorder by case, enter the number of “Units per case”, and then the number of cases.

If you reorder by units, click on “Units” and enter the number of units. Now you will see by “Price” the price per unit and by “Total” you will see the total cost price for this product.

You can add here a discount to a specific product in dollars or percent.

Here you can add any additional cost to the Po. You can also add a discount to the entire Po.

When you are done click on “Create new PO”.

You can now click on “Next”.

You can now continue to fill out the information for each supplier separately.

Once the Po is created you go to the purchasing page, where you can download a PDF statement to send to your supplier.

Here you can see some other related articles.

Download PDF to send to your supplier

How to receive inventory

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