Knowledge Base

Draft Purchase Orders - Create a Purchase Order

To be updated on the PO article:

 

https://galaxy.maropost.com/s/article/Create-a-Purchase-Order 

 

To create a Purchase Order manually:

  1. Navigate to Inventory > PO Management > Create PO
    Tip: You can also create a PO from the PO Manager by clicking "Create New PO"
  2. Select Create a PO Manually
  3. Click New PO
  4. The Create Purchase Order window will load
    mceclip0.png
  5. Select the Outlet
  6. Select a Supplier
  7. Enter a Supplier Invoice Number (optional)
  8. Click Create (bottom left-hand corner)
  9. The Add Products tab will be displayed
    mceclip1 (32).png
  10. Either scan or manually type your product code into the blank field and click Add Item
    Tip: You can enter a Supplier SKU, Manufacturer SKU or Product ID
  11. Click the Product Search button to perform an advanced search for your required product
  12. Click the blank Search field and either scan or manually type your product code
    Tip: You can enter a Supplier SKU, Manufacturer SKU or Product ID
  13. Click Product Search to perform an advanced search for your required product
  14. Once the product has been selected the Add Item to PO window will be displayed
    mceclip1.png
  15. If the code you have entered matches multiple products, all products will be displayed in the window (you will be able to add multiple items at once by updating the Quantity). To add only a specific product, use the drop-down box in the top right-hand corner to select the product
    mceclip2.png
  16. Enter a Quantity (the number of units to be ordered)
  17. Enter the Supplier Buy if the buy price for the product has been changed
    Tip: The Supplier Buy price is the product price in the Supplier's currency - for more information refer to the article "What is the difference between Supplier Buy and Buy Price Ex")
  18. Click Confirm to add the product to the Order
    addedproducttopo.png
  19. Repeat the steps for additional products to be ordered
  20. To update the details of the Purchase Order click the Edit PO tab
    mceclip3.png
  21. Click the Consolidate Items tab to add items from outstanding Incomplete Purchase Orders
  22. A list of products will be displayed; tick the check box at the end of the column to select the items
    Tip: Click the tick box in the header row to select all products
    mceclip3 (19).png
    Click to view full size
  23. Click Move to current PO
  24. To save the Purchase Order without ordering the stock click Update
  25. To place the stock on order click Place On-Order
    Tip: When the stock is placed On-Order the inventory levels will be updated to reflect that an order has been made for these products. Purchase Orders cannot be received without the order first being marked as On-Order.
  26. Click Email/Preview PO to email the Purchase Order to your Supplier
    printandemail.png
  27. Click Print to print a physical copy of the Purchase Order

 

Quick Create Products

Create Product

Using this feature you can create individual products to be added to the Purchase Order

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  1. Click Create Product 
  2. Enter the new product information, including the Order Quantity
    Tip: Mandatory fields are highlighted with a red border and an asterisk
  3. Click Create and Add
  4. The product will be simultaneously added to the Purchase Order as well as created in your database

 

Create Styles

This feature allows you to create products of the same style (referred to as a "Matrix Product") but with unique size and colour combinations (referred to as Variants).

During this process a unique Supplier SKU will be automatically created for each product using the Manufacturer SKU, however this can be manually adjusted before the product is created if required.

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  1. Click Create Style
  2. Enter a Short Description (the name of the products)
  3. Select a Variant Description Pattern
    Note - The Variant Description Pattern allows you to automatically create descriptions for your products to include size and/or colour attributes, or just the Short Description only
  4. Enter the Manufacturer SKU (Style Code) used to group the products together
  5. Select the Product Type, Brand and Season for the products
  6. Enter the Price for the variants (this can be manually adjusted in the next step if required)
  7. Select the Sizes and Colours for the products to be ordered
  8. Click Configure Variants
  9. The products to be created will be displayed
    mceclip1.png
  10. Edit the Supplier SKU, Short Description or Price fields if required
  11. Enter a Quantity to be added to the Purchase Order
  12. Click Create and Add

 

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