There are 2 options to create POs for orders in CB
- autogenerate POs - uses past sales trends e.g. last month, reorder points, and duration to stock e.g. 1 month to calculate for quantity to purchase.
- special POs - (1) created directly from the SO for items with 0 stock (2) gathers all items to purchase from confirmed orders and consolidates them into one PO for the supplier.
Autogenerate POs
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The autogenerate wizard helps fulfill the quantity you need for a duration based on trends, confirmed SOs, and incoming POs, or replenish stock based on reorder points to keep from getting overstock or understock.
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The sales trend option in the autogenerate wizard requires orders within the selected interval to compare to e.g. last month. If you don't have a considerable amount of sales in the past, this option will not have much to calculate for.
- The reorder option in the autogenerate wizard requires reorder points for items.
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The calculation for the quantity to purchase can be reviewed from the Qty to Purchase column of the resulting list of items to purchase. You may adjust the quantity of the generated POs as you see fit.
Read more: https://mycb.university/community/documentation/item/autogenerate-purchase-orders
Special Order Purchases
Create POs from the Sales Order
- For any out-of-stock items in an order that you need to purchase, you can use the Create Purchase Order option from the SO.
- This will list items you will need to purchase and pull up your priority suppliers for each.
- On the created PO(s), the PO quantity will be reserved for that order.
Process POs for items marked as special order
- To purchase out-of-stock items in multiple orders or items you regularly order from the supplier first, you can mark the items as "Special Order" from the Setup tab of the Item Detail.
- Whenever an SO for an item with this mark is created, you may use the Special Purchase Order option from the Purchases menu to create the PO and reserve the quantities on the orders. The Special Purchase Order option allows you to consolidate items from different orders into one PO for the supplier.
- The Special Purchase Order will include out-of-stock quantities and short quantities, e.g., if an item only has 1 available and the order still needs 3.
- On the created PO(s), the PO quantity will be reserved for the order(s).
Read more: https://mycb.university/community/documentation/item/create-special-and-dropship-purchase-orders
