Welcome to the Help Center

Auto Generate Purchase Order

The purchase order auto generate feature takes into consideration the max quantity and compares it to the current back bar and retail stock levels for a given location. It auto generates with a minimum order quantity (MOQ) and if a vendor SKU has a minimum order quantity, the order quantity must be in multiples of the MOQ and retail stock levels for a given location. In the article, we will walk through the steps for adding products using the auto generate feature. 

Things to know:

  • If the SKU has max and no min or min is set to 0 and the current quantity is greater than min, do not order
  • If the current quantity is greater than the min, order multiples of the MOQ just before the maximum is exceeded
  • If the current quantity is at or below the min, order multiples of MOQ without exceeding the max
  • If the current quantity is at or below the min, always order at least one MOQ even if the max is exceeded 
  • Auto-generated purchase orders will list the products alphabetically

Flow Chart

autogenerate_flowchart (1).png

Auto Generate Purchase Order 

To auto generate a purchase order:

  1. Navigate to POS > Inventory
  2. Select Purchase Orders from the left panel 
  3. Click Create Purchase Order button in the upper right corner
  4. Choose a supplier from the Vendor list then select Next
  5. Add products to your purchase order using the Auto Generate button
  6. Confirm by clicking 'Auto Generate' on the pop message
  7. The products generated will be displayed with the cost, quantity and subtotal
  8. Once the products generated are acceptable, click 'Submit Order' at the top right-hand corner
  9. The purchase order will be created and display the full information of the order

If you have any questions, please contact our Support Team at support@mytime.com

autogenerate_flowchart (1).png

 

Related Article:

Creating Purchase Orders

Powered by Zendesk