Create automatically consolidated purchase order by supplier

You can create purchase orders to purchase stock required to fulfill your sales orders, with a single click, from the Purchase Orders page in Business Hub. The Purchase Orders page will indicate the number of items ordered by your customers that require purchase orders. When you initiate the Create Purchase Order command, the system will automatically generate a purchase order for the selected supplier for the products needed to fulfill your sales orders, saving you time on data entry and reducing errors.

If you have the Batch Production app enabled, you will be able to create purchase orders separately for non-batch stores and for batch stores.

Prerequisites

• You must have Administrator and/or Purchasing permission to use this feature.
• "By default, all products go to purchase ordering" must be checked in the Purchase Order Workflow Settings.
• You must have suppliers defined in your Fulfillment Center settings for the products ordered.

To create an automatic purchase order:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Purchase Orders.
   

   There is an indication at the top of the page of the total number of items requiring purchase orders. You will also see a list of the suppliers that you can choose to raise purchase orders for, along with the number of items required from each supplier.

   

   If the Batch Production App is enabled, the Purchase order page will include an extra control to create purchase orders for batch stores separately from non-batch stores.

   
3. If you want to create a purchase order for a batched store, click on the Select Store(s) link to select the store you want to create a purchase order for.

   The Select Stores popup will be displayed.

   

   Tick the checkbox of the desired store and click on the Select button.

4. Select a supplier from the required list.
   

   When there is more than one supplier, an extra option is available for both non-batch and batch purchase orders which allows the operator to include items from the other suppliers within purchase order for the chosen supplier. When the "Include products from all suppliers. They will be added as freeform items" checkbox is ticked, items from other suppliers will be added as freeform items to the purchase order.

5. Click on the required Create Purchase Order button.
   
   The Raise Purchase Order popup will be displayed, listing the supplier that the purchase order will be raised for.
   
   If there is an existing purchase order for a particular supplier that has not been sent, you will be given the option to raise a new purchase order or to merge with an existing purchase order.
   
6. If given the choice, select an option:
   • Raise a new Purchase Order
   • Merge into existing Purchase Order
7. Click Okay.

   A purchase order is created, listing the codes, colors, sizes, and quantities of the products required.

   

   Click the image to enlarge.

   • If the supplier supports live ordering and it is enabled and correctly set up, an "Enable Live Ordering" checkbox will appear in the purchase order form. It will be ticked by default. You can un-tick it prior to saving to disable live ordering for the purchase order.
     

     Enable live ordering by going to Products > Supplier Account Details > Edit Supplier.

   • When raising a live purchase order for S&S Activewear and "Auto Select" is selected from the Warehouse drop-down list, 3 extra fields will be available.
     

     Read the Manage Suppliers help article for information about how to configure these fields.

     The Auto Select feature allows multiple warehouses to be used to fulfill an order. S&S Activewear will build multiple orders to satisfy the order. When multiple warehouses are used:

     • There will be multiple invoice numbers displayed against the purchase order.
     • The multiple orders are combined to give a single PO amount for shipping, tax, and grand total.
     • An icon is displayed beside the SKU code of each line item that will display a popup showing the warehouse the item is from when the mouse pointer hovers over it. It is possible for a single line item (SKU) to be ordered from multiple S&S warehouses.
   • You can choose which items to leave out of the purchase order by unticking the checkbox in the left-most column. By default, all items are selected. (You can make all items be unselected by default via Settings > Purchase Order Settings). The rows of selected items are highlighted in green.

     The checkbox at the top of the checkbox column allows you to deselect/select all items at once.

     
   • You can substitute the product in a line item by clicking on its "Product Code - Name" cell. The Product list will be displayed, allowing you to choose a different product for the sales order that is linked to the line item.

     When a product has been substituted in a line item that is linked to an order, this will be indicated by a 'substitution' link beside the SKU Code.

     

     Clicking on the link will open a Product Substitution popup explaining the substitution with a reference to the original product and the substituted product.

     

     Note, the substituted product will remain linked to the original sales order. The sales order will only move into production-ready status once the substituted product has been received. If the product is not required, untick the checkbox for the line item. Do not simply replace the product in the line item with another product that you need as it will affect the production workflow. If you need to order additional products, unrelated to any sales orders, add a new line item instead.

   • You can expand an individual row to show all sales orders that contain the product by clicking on the blue arrow at the end of the row.
     

     Click the image to enlarge.

     When a row is expanded, you have the option of ordering additional quantities to keep as stock. You can tick the checkbox at the beginning of the Allocate to Stock row to add a quantity of 1 to inventory or you can specify an amount in the Qty To Order field.

     You can expand all rows at once to show all linked sales orders by clicking on the arrow at the top of the table in the header. Click on the arrow again to contract all rows.

     

     If you have defined order display colors based on Due Date, the order rows will be color-coded accordingly. Click here for instructions on how to configure order display colors.

     

     Alert icons will be shown when the rows are expanded allowing you to identify priority orders and rush orders.

     

     For each order line, the full name of the person who placed the order will be displayed along with the name of the store from which the order was placed. The company name will also be displayed if a company is specified for the customer.

8. Optionally, add a note for one or more SKUs.
   1. Click on the cog icon at the left of a line item. A menu will appear.
   2. Click on the create line item note link.
      

      The Add Line Item Note popup will be displayed.

      
   3. Enter a note.
   4. Click Okay.

      When a note has been created against a line item, a note icon will appear in front of the SKU code. Hover the mouse pointer over the note icon to see the note.

      

      Notes will appear below each line item in the purchase order PDF.

9. Click Save Purchase Order.
   
10. Click Send Purchase Order to send the purchase order to the supplier.
    

    The Send Purchase Order action will not be available if the supplier account details have not been set up and there is no email address associated with the supplier.

    Go to Products > Supplier Account Details > Edit Supplier to set up the supplier account details.

11. Select the method for sending the purchase order.
    
    • Live Send: Send purchase order directly to the supplier's ordering system
    • Email: Send purchase order via email

    The Live Send option will not be available if live ordering is not supported or if it is not enabled for the selected supplier.

12. Click send.

    If you have live ordering set up, a Supplier Tracking number is returned from the live order system after the purchase order has been successfully sent. To view the Supplier Tracking number, open the purchase order and download the Purchase Order PDF.