How can I create Purchase Order from the Short Inventory Planner module?

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:

  1. Create a new PO,
  2. Add to existing PO, and
  3. 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.

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