How to Create a Purchase Order [Step-by-step guide]

You can create Purchase Orders within techOMS, as well as assigning the stage in the pipeline.

Preferably, this action is handled via automation, yet this article describes the steps and fields involved in the manual process.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To create a Purchase Order you will have to:

1. Click Purchase Orders under Purchases

2. Click Create to deploy the fields for creation

3. Complete the order level fields:

• Order Number: Preassigned by the system, yet modifiable
• Date: Date for the order
• Status: Preassigned as Draft, modifiable manually or by the system as actions are performed
• Requested Warehouse: Assign the order to a Warehouse choosing it from the dropdown
• Cancel After: Can be set to cancel if the date limit is met
• Reference Number
• Purchase Order Number
• Source: Source of the Purchase Order, free text field
• Requested Ship: Requested ship date of the Purchase Order

4. Allows to Add Lines, Receipts and References information

• Line Number: Enter the line number
• SKU: Enter the SKU Code
• Product Variant: Select the value from the list whenever it applies to the case
• Lot #: Details the PO lot number for traceability purposes
• Serial #: Line Serial number (if any)
• Quantity: Amount of SKUs in the line
  
  
  NOTE: Each line supports one lot number and one serial number. When a serial number is assigned, the quantity cannot exceed one. Therefore, if multiple SKUs share the same serial number, you must add a separate line for each SKU.
  
  Lot and serial numbers are available for supported fulfillment channels, but limitations may apply. For details on your specific WMS restrictions, see your fulfillment channel setup article. To learn more about this feature, refer to Understanding Lot and Serial Numbers Synchronization [Information]. 

5. Save through whichever mode you consider applicable to your case:

• Save: Saves the Purchase Order in Draft mode
• Pipeline: Allows to move forward on the steps within the process pipeline
  • Approve: Approves the order and unlocks Allocating and Fulfilling
  • Run Workflow: Executes the automated workflow as configured under the vendor for the order
  • Cancel: Allows to cancel the approved order
• Clone: Clones the order and opens it in a new tab