Different ways of creating Purchase Order
There are several different ways of creating a purchase order. You can either create manually through the Buying Table, through the Orders page or uploading existing POs through the Import section.
Create a Purchase Order from the Buying Table
Head to the Buying Table
Select the desired SKU or SKUs by multi-selecting the check boxes
Click on 'Create PO'
You will then be taken to a page to edit the PO itself. The recommended units will show (based on the plan from the Buying Table) however you may want edit this accordingly by changing the 'Units to Order' cells.
If you have set MOQs (minimum order quantities) in the settings of your suppliers, you may see a warning if an MOQ has not been met. You can quickly scale the amount of units to match this minimum requirement by hovering over the "No" option in the MOQ column.
Similar to the Buying Table, you can customise the columns that show by selecting 'Columns'. Please note that only once the PO has been created in draft, can the landed costs be edited.
You can add both notes and tracking numbers to the order if required. You also have the ability to create notes within the notes column itself.
To see the warehouse split you can select the warehouse option in the top left hand corner and toggle the warehouse views in the "Distribute by Warehouse" section.
Once happy with all the details, select 'Create Draft Order' and confirm the details of the PO Names (when a draft PO is created, an automatic PO number will automatically be applied as a template. To edit this, simply click in the box and add your desired PO number).
Once a draft order is created, it will then appear in the 'Orders' section with a status of 'Draft'.
If reopening a draft order, you will then be able to edit the additional costs and add options like Shipping or Tax.
Once happy with the Purchase Order you can either download as a PDF, Excel or send directly to your supplier via Email by selecting the 'Share' button.
Create a Purchase Order from the Orders Page
Head to the Orders page and select 'New Order'.
Use the dropdown to find the desired SKUs or products
Once added, follow the same steps as those used when creating a PO from the Buying Table (see above)
Import an existing Purchase Order into Prediko
To import an existing PO, head to the Import section of the Settings and select the Purchase Orders section. Once selected, follow these instructions on how to import files.
How to create a Production Order?
You can create a Production Order using the same process as above.
As long as you have created a Bill of Material on the Bill of Material page for this SKU - we will identify that this is going to be a Production Order and Bill of Material is added automatically.
See here for more info on creating Production Order.
Exporting a Purchase Order
You can easily export your PO as an Excel or PDF file. You can also send your PO directly to suppliers via email.
Automatically update Shopify with received units?
If wanting to automatically update any received units back into Shopify, firstly ensure the sync option has been has been enabled. Once switched on, any time the number of received units is edit in Prediko, Shopify will update accordingly.