Purchasing & Receiving contains 8 different types of Purchase Orders. Below is a high-level explanation of each type, along with when you want to use each type.
Safety Stock Replenishment
This method not only takes into account what you are selling but also:
What is getting returned and if it’s going back on the shelf or back to the supplier.
If items are special order products or regular products.
If products are seasonal products.
How frequently do you purchase from your supplier.
How long does it take for the products to make it to you once you have placed your order.
It will adjust the quantities needed based on Out of Stock periods.
Expired Products
Store use
Shrinkage
This is best way to generate a purchase order. The more you use it, the smarter it gets.
Sales Qty Replenishment
When you are just starting out with our system, unless you had your sales history imported, you will not have enough history in the system for Safety Stock Replenishment to accurately forecast what you need to order.
For this exact reason, we have Sales Qty Replenishment.
For your first 2-4 weeks with the system, you will want to run this style of order. If you are running this style of order, please be aware that if you sell 3 cans from a case of 12, the system will want to order 12 replacement cans.
You will want to keep an eye on any item with a minimum order quantity.
Manually Create - Empty Purchase Order
You should use this method anytime you know exactly what you would like to order and don’t need the system to generate the order for you.
For Example if you need to place a small order with four products on it, this is your go to PO.
Manually Create - Lowest Cost Products Only
This method will add every product that you can order from a supplier where that supplier has the lowest cost to a purchase order.
All quantities associated with the purchase order will be set to 1.
This purchase order method is great if you want to review what items can be ordered and are cheapest from a particular supplier and allows you to quickly train the system for any adjustments you might want to make.
Manually Create - Non-Lowest Cost Products Only
This method will add every product that you can order from a supplier where another supplier is cheaper than this supplier.
All quantities associated with the purchase order will be set to 1.
This purchase order method is great if you want to review what additional items can be ordered from a particular supplier and allows you to quickly train the system for any adjustments you might want to make.
Manually Create - Product Auto Order Disabled Only
This method will add every disabled product that you can order from a supplier,
Disabled meaning, you have set those products to where they cannot be automatically added to a purchase order for you.
This purchase order method is great to review and retrain the system for any product that you might have disabled in the past, but now want to re-enable and have the system automatically order the product for you again.
Manually Create - Special Order Products Only
This method will add every special order product that you can order from a supplier,
Special order products will only be ordered once somebody has placed a special order for them.
The system will maintain 0 inventory on these products at all other times.
This purchase order method is great to review and retrain the system for any product that you might have marked as a special order product in the past, but now want to change to be a regular stocked product.
Manually Create - Supplier Auto Order Disabled Only
This method will add every product that you can order from a diabled disabled supplier,
Disabled supplier meaning, you told the system you don’t want to ever auto order from that supplier.
This purchase order method is great to review and reenable those products from the selected supplier again.
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If you have ordered outside of Pinogy and need to scan items in, there is an additional way to create a PO from receiving as well. |
Select New PO from Receiving. Choose your Supplier Generate and
Select New PO from Receiving. Choose your Supplier and Generate
From here press Add. Scan or add in your items then finalize.
