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Create Purchase Orders from Smart Reorder

Steps​

  1. On the Smart Reorder page, tick the products you want to order. The tick box in the header selects every product on the current page. Your selection is kept when you change page, filter or search.
  2. Change any Recommended qty if needed. Set it to 0 to leave a product out.
  3. Click Create PO (n), where n is the number of selected products.
  4. Check the summary: one line per supplier, with the number of products and the estimated cost. A warning Below minimum order amount appears if a supplier's total is under the minimum order amount set on the supplier.
  5. Click Confirm.

You're taken to the Purchase Orders list, with a message listing the POs that were created.

What's on the new purchase orders​

  • One PO per supplier. Products without a supplier go together on one PO without a supplier.
  • Status: Pending, so you can review and send them as usual.
  • Quantities: the quantities you confirmed.
  • Cost: the unit cost shown in Smart Reorder. If a product has no cost, the supplier's price is used when there is one.
  • Currency: the supplier's currency.
  • Expected date: today plus the longest lead time among the products on the PO.
  • From: Smart Reorder. The PO history shows Created from Smart Reorder.

Purchase orders created from Smart Reorder are never changed by Auto-create PO.

Good to know​

  • The supplier, cost and lead time always come from the latest calculation, not from the page in your browser. If a product dropped out of the recommendations since you opened the page, it's skipped and you get a message saying how many products were skipped.
  • Clicking Confirm twice doesn't create the POs twice.
  • After creating POs, click Recalculate: the new POs count as Incoming, so those products move to Healthy.