Purchase Order Requisitions in StoreFeeder
Posted by Adam Roberts on 26 Jun 2017 16:00
Last Modified by Adam Roberts on 27 Jun 2017 15:48
The Purchase Order Requisitions feature will allow you to create draft purchase orders for your suppliers depending on your stock levels, and your purchase order settings.
To ensure the feature works to the right specifications for your business, please ensure your purchase order settings are correct if you have not already done so:
Knowledgebase: Purchase Order Settings
To View the Requistions page, first navigate to ('Products'>'Purchase Orders'), and click the 'Requisitions' tab. Please note that requisitions will only be present on this page if your stock reaches a level where a purchase order would usually be required.
You will be presented with the following page:
From here, your requisitions each appear on a separate horizontal line.
You are able to filter your requisitions by Supplier name and Warehouse by clicking the drop down boxes as shown:
The page will also show you the suggested products, the suggested quantity of units to order, and the subtotal and total amounts for each purchase order. You can then raise a draft purchase order for each requisition individually or in bulk:
Raising an Individual Draft Purchase Order
Click the 'Raise Purchase Order' button for the chosen requisition:
You will be directed to the 'Edit Purchase Order' page where you can review the draft purchase order ready for it to be sent to your suppliers.
Raising Draft Purchase Orders in Bulk
Check the boxes by each requisition you wish to raise a draft purchase order for, and click the 'Raise Selected' button.
A green success success message will appear at the top of the page detailing the purchase order IDs of the draft purchase orders that have been raised, as shown:
You can click a number to be directed to the 'Edit Purchase Order' page for the draft purchase order that has been created.