Creating Purchase Orders

Note this is currently only available for WooCommerce installations as part of inwards goods.

How do I create suppliers?

Before creating PO's you need to setup some suppliers. You can create new suppliers for your PO's by going to the sidebar Inwards Goods > Manage Suppliers. 

Click Add New Supplier and there, you will be greeted with this popup.

You will need to fill out all the fields highlighted in red above.

Supplier Name: The company which supplies your product(s)

Address: The postal address of the supplier (optional)

Website: Your supplier's website

Email: The email you wish to send PO's to for this supplier

Account Number: If you have an account number with this supplier. (optional)

Supplier Active: If you wish do not yet activate (or later deactivate) this supplier you can toggle this. (on by default)

PO Required: (feature coming soon)

Needs Approval: (feature coming soon)

PO Format: Select either PDF or CSV for the format which you want to email the PO to the supplier.

PO Product Format: Select either Stockcode (default) or product name

How do I create a Purchase Order?

Purchase Orders are currently only available to be created on WooCommerce platforms only. You can create them by going to the sidebar Inwards Goods > Purchase Orders. Before creating a PO (Purchase Order) you need to create some suppliers.

Click New Purchase Order and there, you will be greeted with this popup.

Purchase Order Reference will be automatically generated to this format: 

YYMMDD-RANDOM 2 NUMBERS RANDOM LETTER

Set the PO Due Date so you can be alerted when PO's are overdue.

Add Instructions/Notes

Set Supplier. (Ensure you have setup suppliers in the step above first)

What are Recommendations?

Recommendations are the products that are currently below Min Stock level and WolfPak suggests you need to order.

Why aren't some of my products showing in Recommendations when I know they are below min stock level?

There are a few reasons this may be:

1. You have not set a supplier for the product.

2. The product is not active (eg, disabled in your CMS).

3. The product does not have a SKU set in your CMS.

4. The product is unreceipted and on an open PO.

How does the Reorder QTY work on Recommendations?

This calculates the quantity of products needed for the stock item to get above Min QTY. How it does this is it takes Min Stock QTY MINUS Current Stock QTY. 

Note: If a stock item has a Multiplier set, it will calculate the amount needed and divide by the multiplier. Please also note: if your Reorder QTY set in the stock item setup is higher than the recommended reorder QTY, WolfPak will default to the one set on the stock item.

Why can't I find some of my products in the "Add Products" menu?

First, you need to ensure you have setup a supplier for the product you are looking for and it matches the supplier on the PO you are creating.

I'm ready to send my PO what do I do now?

First, you need to finalise the PO to stop any further product alterations from happening. Click Finalise on the toolbar. 

How do I download my PO?

You can download your PO as a PDF or a CSV by clicking on Actions > Download PDF/CSV

How do I email my PO to my supplier automatically?

This feature is coming soon!

How do I delete a PO?

You can delete a PO by clicking on Actions > Delete Purchase Order

Note: You can only delete a PO if it doesn't yet have any receipts created on it. If you create a receipt, you will be unable to delete the PO

What does "Close Purchase Order" do?

Just in case there is stock remaining on your PO that you will not ever receive, you can close off the PO after you have receipted all the goods you get. Purchase orders will automatically close after all goods have been received. You can close a PO by clicking on Actions > Close Purchase Order