Create Purchase Orders

In this article

Shelf Planner has a built in order management feature that allows you to generate Purchase Order (PO) and track incoming stock. This article will discuss the PO features and how to manage, edit, cancel and receive purchase orders.

Create Purchase Order

Once you have set up a supplier, you can create a Purchase Order for multiple products by selecting a supplier in the top of the table:

The table will show all items with order proposals:

Tick the box for the items you want to order and press the 'Create PO' button on the top of the table. This will trigger a pop up where you can enter the order details:

Order Quantity

The final order quantity is a user input and is the final order quantity for the product.

The Order Quanity is highlighted 'bold' and SP RED to highlight the editability.
When the Order Quantity is selected, the user can overwrite the value:

When the user overwrites the Order Quantity, the Order Value is updated accordingly:

The Sum of the bottom of the tables shows the Original Order Proposal, the final Order Quantity and the Sum of the Order Value:

The Order Value is updated based on the changes the customer makes in the Order Qty.

Cost Price

The Cost Price for the item should be pre-populated with the value that was last entered by the user.
However, it can happen that prices increase or decrease. In that case, the user can change the prefilled cost price to the new price at the same time when they create the order.

The new cost price will be used to calculate the Moving Average Cost price in some of the stock report. (for more info see Cost of Goods
and the chapter on moving average cost prices.

Order Date & Expected Delivery

At the bottom of the Order Details Pop Up, there are a number of date fields shown:

The Order Date is a pre-populated field, that is the current date (today). There is no possibility to change this date, all orders generated will use today's date.

Expected Delivery Date

The Expected Delivery Date is a calculate field, using the lead times for the selected products in the order.
For example, in the screenshot below, the Purchase Order has 3 products that can have 3 different lead times.

Let's say the items in the example have the following lead times:
 

In this case, the product with the longest lead time will determine the Expected Delivery date - **3 weeks / 21 days** from today's date.

The user can, if they want to, change the expected delivery date with the date selector:

The final selected date is used when the user 'Creates Order';