Articles in this section

Purchase Orders Tab

  • Updated

Create or draft purchase orders using suggested quantities

View in-progress purchase orders and quickly create receipts

 

Why use this feature:

  • Reduce time and effort spent estimating how much product to order using Suggested Order Quantity
    • Suggested Order Quantity calculates using current Auto Par, on-hand quantity, daily volume (average daily picks) date of the order, and estimated delivery date:

[ ( Auto Par - current on hand in the WH ) - ( daily volume * # of days until est. delivery date ) ]

    • If you have not set up Auto Par for warehouse products, the Suggested Order Quantity will not provide useful estimates
      • How to set up Auto Par link
  • Purchase orders provide a high level of accountability within the warehouse by:
    • Documenting the amount ordered, receipts for received product will display any variances
    • Users in VMS and Field quickly know when a delivery is short or over on product
    • Decrease the probability of human error by providing staff receiving deliveries with a list of what and how much to expect, immediately edit quantities, and add quantities to the warehouse upon receipt completion
      • Receipts can be created from an in-progress purchase order in Field or VMS
  • Most importantly, the estimated delivery date of products and their quantities provides data needed to use Warehouse Rationing 

How to find it:

  • Select the top left three line menu button
  • Select Warehouses
  • Choose a warehouse
  • Select the Purchase Order tab

How to use it:

  • Create a new purchase order 
    • Select New Order
    • Select the Vendor, Product Family, and Estimated Delivery Date
      • To use Suggested Order Quantity, select one Product Family (not "All")
      • This will auto fill your purchase order with products and quantities based on the aforementioned calculation
      • Products suggested can be removed or edited as needed
      • *IMPORTANT* THIS FEATURE REQUIRES AT LEAST 10 DAYS OF PURCHASE ORDERS AND RECEIPTS ALONG WITH SETTING UP AUTO PAR
    • When the order is complete, select "Confirm Order"
      • *IMPORTANT* THIS DOES NOT SUBMIT A PURCHASE ORDER TO THE VENDOR