This method of raising a purchase order allows you to order required items, based on sales between two given dates, which you can specify yourself.

 

Creating a purchase order based on sales between given dates

1. Within the Back Office side menu, select Purchasing & Transfers, then Purchase Orders.
    
2. Click on the blue New button in the top left.
    
3. Choose Sales-based from the Purchase Order Type dropdown:

4. Choose the sales period that you want to replenish your stock from:

5. Select your store from the Purchasing Store(s) drop-down list:

6. Select the suppliers you would like to order from – you can select from one to all:

7. On the Forward Order Setup tab, you can add some additional settings to the items on your Purchase Order. For example, you can make the items on this Purchase Order available for preorder on your ecommerce site:

8. On the Additional Information tab, you can change the title of the purchase order, and give it a supplier reference and a comment – these are optional.  You can also override the due date for when you expect the shipment to arrive.

9. Click on Create Purchase Order(s) in the bottom right to create your purchase order. One order will be created for each of the suppliers you specified at Step 5.

Viewing and editing a purchase order

1. The purchase order will be automatically populated with any items from this supplier that were sold between the dates you entered, with matching quantities.

2. You can check the supplier stock, update the quantity you want to order, see the quantity on other orders, and update cost or pricing information for each of the items. Or you can remove an item from the purchase order by clicking on the red rubbish bin icon on the left.
    

Items out of stock with the supplier?

If any of the lines on your purchase order are showing as Out of Stock next to the Supplier Part Code, you can remove all of them from the purchase order by clicking on Actions, then Remove Out of Stock.

 

3. To add more items to your purchase order, you can use the Search and Select Items button, the Scan or type to search field at the top, or the Search SIM option to find more items. Click here for more help with adding items to a Purchase Order.

Any changes you make to the purchase order will autosave, so we'd recommend giving it a final check once you've finished.
 

4. Once you're happy with the purchase order, click on Mark As Placed.

5. If you wish, at this point you can make further edits to the purchase order, either by changing quantities or by adding or removing items.  You will see the Mark As Placed button has now been replaced by a button marked Receive Stock.  Clicking this button will open the purchase order at the Goods In stage, where you can then receive the items into stock.

Booking in your order when it arrives