Purchase Order can be easily created from the Short Inventory Planner module. There are three options to create a PO from the Short Inventory Planner:
- Create a new PO,
- Add to existing PO, and
- Create a new PO by Default Vendor.
Note: You can also create a Transfer PO from Short Inventory Planner.
How does it work?
- Navigate to the Short Inventory Planner module.
- Select the item(s).
- From the Options dropdown, select one of the options:
Option selected: Create a new PO:
- A pop-up will open. Select the Vendor here.
- Click on ‘Add To PO’. It will ask for confirmation. Click on OK.
- Click on Save to create the Purchase Order.
Option selected: Add to existing PO
- “Select Existing PO” pop-up window will appear. Select the PO to which the item(s) is to be added.
- Click on ‘Add to PO’. It will ask for confirmation. Click on OK.
- Click on Save to add the Items to the PO.
Option selected: Create new PO by default vendor
- Select the item(s).
- From the drop-down, select the option ‘Create new PO by default vendor’.
- A new PO will be create for the default vendor of the item.
- You can select the default vendor when creating the Item under the tab, ‘Other Attributes’. Default vendor can also be selected later by editing the Item Details.
- If you have selected multiple items with different default vendors, then a new PO will be created for each Vendor.
- If the item(s) does not have a default vendor, it will throw the error: “Item line must have a default vendor”.
Note: To create PO by default vendor, the store of the items should be the same.
You can also create new Transfer PO
- Select the item(s).
- From the drop-down, select the option ‘Create new Transfer PO’.
- You will be navigated to the Transfer Purchase Order Screen.
- Select the Expected Ship Date and Expected Delivery Date and click on Save to create the Transfer PO.