This article will illustrate how to create a Purchase Order (PO).
For information about PO Status, please have a look at the article Purchase Order Status.
Create A Purchase Order
In the Shelf Planner menu Purchase Orders –> New Order, filter the column by selecting a Supplier.
The table is populated with a current stock view of your supplier;
- Ideal Stock – the ideal stock for this product, based on your forecast and product settings.
- Current Stock – current stock on hand
- Order Proposal – the order volume proposed by Shelf Planner based on your forecast and product settings.
Enter the required order quantities in the column Order Volume.
Cost Price for the order will be calculated
After creating a PO, print or save the autogenerated PDF.
Layout and changes to content for the PDF can be managed in the PO Settings.