Automatic Purchase Order creation


#1

Stock&Buy has the ability to automatically generate purchase orders from different views such as the Analytics reports.

:information_source: Note:
The automatic purchase order creation is currently exposed under the Low stock report only. We will make this feature available under the other reports on future releases.
Please drop us a line if you want this capability available under other reports and we will prioritize the work accordingly.

The automated purchase order generation feature has a common workflow and user interface across all views it is exposed in. The detailed user flow is explained below:

Select Items to purchase

Select the items you would like Stock&Buy to include in the created purchase orders. Below is an example of a selection from the Low stock report.

Create purchase orders

Once one or more items are selected for reordering, a Create Purchase orders button will appear at the top of the window.
Clicking on the button outline above will automatically group the selected items by their assigned supplier (under the product details view) into purchase separate orders

:information_source: Note
Items which do not have a supplier assigned will automatically be grouped into a default purchase order linked to the first supplier in the Suppliers list. The selected default supplier can be changed using the drop down selection box on the purchase order details.

Once the purchase orders have been created, a link to each order will be shown at the top of each order view as shown below.