Purchase Order (PO)

Create a new Purchase Order:

1. Navigate to Inbound > Create PO.
   

2. Select the Warehouse and Vendor from the dropdowns.

3. Enter a Unique Reference Number for internal tracking.

4. (Optional) Set an Expected Delivery Date – if the delivery doesn't happen by this date, the PO will auto-close.

5. Click on “Prepare PO”
   
   

Adding Items to PO

1. The user  can either add items one by one using EAN/barcode or upload the complete list via Excel.

2. Use the sample template available on the PO screen for bulk uploads.

Finalizing the PO

Click Place PO at the bottom of the PO details page.

PO Status Actions

Once a PO is created, the following actions are available:

1. View PO Details
   
   

2. Delete PO (if PO is no longer needed)
   
   

3. Force Close PO (if no more deliveries are expected)
   
   

4. Create GRN (to start receiving inventory)

Force Close PO

• Force Close Option:

  • A PO can be force closed in WMS if no GRN is created (0 quantity) or if only part of the PO is received.

  • This helps close open POs that will not receive any more stock.

• Notifications:

  • When a PO is force closed or short-closed, the system automatically sends an email notification to relevant stakeholders.