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How to generate Purchase Order for items below reorder levels?

To create a Purchase order for your Supplier/vendor automatically for all the items whose quantity is below the reorder level follow the steps:

1. Go to Inventory –> Stock.

2. Select Show only items to be reordered option. The system will show you all the inventory items whose quantities are below the reorder level and you can create the purchase order by selecting low stock items.

Note: When you have more than one warehouse, select the warehouse to create a PO for items whose quantity is below the reorder level.

3. You can choose one of the options between Generate PO for selected Item or Generate PO for all Items.

  • If you want to create a purchase order for all items that are below the reorder levels, click ‘Generates PO for All Items’.
  • If you want to create a purchase order for items from a certain department or category, select the items that you want to order from the category or department and click ‘Generate PO for selected Items’.

4. A pop-up will be displayed which will ask the user to select Business Location and Supplier/Vendor for creating the purchase order. 

5. Select the Supplier for creating PO.

  • Last Supplier:  The system will auto-generate purchase order for the supplier from whom the item was purchased last time. If different items were purchased from different suppliers, multiple Purchase Orders will be created.

For example, if item A is last purchased from supplier A and item B is last purchased from supplier B, the system will generate a separate purchase order for supplier A and supplier B with Item A and Item B respectively.

  • Preferred Supplier: When this option is selected, the system will auto-generate the purchase order based on the preferred supplier defined in the items.
  • No Supplier:  If you select No supplier, the system will automatically add items to the purchase order and allow you select to select a supplier of your wish.
  • Last least-price supplier: In this case, the system will auto-generate a purchase order based on the supplier from whom you have purchased items at least price in the selected date. If different items were purchased from different suppliers, multiple Purchase Orders will be generated.

For example, if item A is purchased from supplier A for $10 and the same item is again purchased for $ 20 from another supplier B, the system will then create a purchase order for supplier A.

6. Select the Delivery Location for the purchase order.

7. Once you’re done, click Generate.

8. This will generate the PO for the item. To check the Purchase Order created, navigate to Purchase –> Purchase Order.

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