Table of Contents

Daily Purchase Order is used by organisations that raise frequent purchase orders with suppliers for stock they manage via Min/Max or only purchase when sold.

Listing Purchase Requirements

The system uses

Sales Order Expected Delivery Date - as required ship date
Lists the smallest item that can be sold
1. if a Carton can be broken down into smaller Inners that can be sold (eg carton of gloves = 6 inner packs which can be sold individually)
  1. The grid will list the inner (in our example the inner pack) - even if sales of cartons exist (ie sale of 2 cartons will show as 12 Inners)
  2. The required will lift to the smallest qty that can be purchased (ie if our supplier only sells cartons of gloves and we require 12 + 4 inners then the Purchase Order will be for 3 cartons (18 inners)
Lead times - adds this to required date to calculate order date
1. Item Lead Time (if exists)
2. Supplier Lead Time (if no item lead time)
Min = stock level below the minimum then stock is required
Max = Stock level to be left after all orders
User can overwrite required quantity before placing a purchase order
If a price break exists if you purchase more - a colour will indicate and hovering will provide the price difference
If stock exists in feeder warehouse - then this will be indicated in another colour - hover will provide the qty available

Right click on a required quantity in the grid

Lists orders that make up that quantity - can open any order
Lists orders for packs (A pack is a type of assembly with only one component)

When ready - "Create Purchase Order"

The system will provide a confirmation message
The PO will be created in Draft Status - you will need to open it, check it and send it to the supplier when ready
the daily purchase order grid will not indicate that you have purchase orders in draft status and will not consider them in calculations

If the purchase order is later deleted or cancelled - the daily purchase order will no longer consider it as a source of supply