Create purchase order action

This Automation action will automatically raise a purchase order with a supplier to either ship the product(s) directly to the customer (dropship) or to deliver the goods to your warehouse. 

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Delivery address

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Choose 'Ship to customer' in order to create a dropship purchase order or 'Ship to warehouse' to create a normal purchase order - if you choose this option you must also specify the delivery warehouse.

Quantity to order

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This option allows you to choose whether the PO should contain only unallocated items or all the items on the sale, regardless of their allocation status.

Supplier

You can choose which supplier the resulting purchase order(s) should be raised against:

  • Primary supplier (as set against the product)
  • Cheapest supplier (check the 'respect price breaks' box to apply volume discounts, otherwise the single item price will always be applied)
  • You can also choose the specific supplier to use

Purchase order details

Status

This will be the order status for the new purchase order(s). You can set statuses to automatically email a member of staff if they need to be alerted whenever a new PO is created. Configure this at Settings > Purchases > Purchase statuses.

Delivery date

You can choose the delivery date to set against the resulting PO(s):

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Email Supplier

If enabled, specify the email subject and template to use. If no template is chosen here then the channel brand PO default template will be used (or the dropship PO template for dropshipped orders).

Use this option only if you have no need to check or make any changes to the purchase orders before notifying your suppliers.

When first enabling the rule

Due to the nature of this action, it is recommended that when first setting up the rule a manual approval step is added and the orders are not automatically emailed to the supplier. Do this by giving the new POs a status that will allow them to be filtered out for review. Once the rule has been tested the usual PO status can be assigned and automated emailing switched on.

 

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