Note: This feature is only available to premium customers in our early adopter program (EAP). Please fill out this form if you’re interested in joining the early access program.
Inventory Planner allows you to split the items on a purchase order into multiple deliveries. You can specify a unique destination warehouse, expected date, and shipment details for each delivery ahead of receiving inventory.
Splitting a purchase order into deliveries
To split a purchase order into deliveries:
Open a purchase order and click “Split delivery”
Enter the delivery details (reference, warehouse, and expected date)
Specify the items and quantities to split
Click “Create delivery”
Each step is explained below in further detail.
Step 1: Open the purchase order
When viewing a purchase order, click Split delivery on the top right.
You’ll only see the button if:
You’ve enabled multi-delivery purchase orders
The purchase order has an “active” or “draft” status type
No inventory has been received
The order is editable in Inventory Planner (i.e. it hasn’t been saved to an external platform)
Step 2: Enter delivery details
In the Split delivery modal, specify the:
Delivery reference
Replenishment warehouse
Expected date
Then click “Continue” to go to the “Split purchase order” page. You can update these details later if required.
Tip: The replenishment warehouse is used for the delivery’s replenishment recommendations. If the parent purchase order is in an active status, then its on-order quantities are already included in Inventory Planner’s calculations. To exclude those quantities from replenishment calculations, place the purchase order in a draft status before splitting.
Step 3: Split the quantities
On the “Split purchase order” page, use the “To split” column to specify the quantities to move to the new delivery.
You can automatically fill in the values by selecting Split > Set “To split” to replenishment on the top right-hand side of the page. Using this functionality sets the split quantity to each item’s replenishment recommendation up to the original ordered quantity.
Click the arrow icon on an individual row to automatically fill in the value for that row.
Alternatively, you can enter the quantities manually. If you split more than originally ordered, the total ordered quantity on the purchase order will increase.
Step 4: Create the delivery
Once you’ve specified the quantities to split, click “Create delivery”.
Split quantities are added to a new delivery with the specified details
Remaining quantities are added to a delivery that inherits details from the original purchase order
You’re taken to view the split quantities and can view the remaining quantities when viewing the original purchase order. Learn more about viewing deliveries here.
Click “Back to purchase order” on the bottom left-hand side to return to the parent purchase order. Learn more about viewing multi-delivery purchase orders here.
Splitting a delivery further
Sometimes you may need to split a delivery into smaller deliveries. The process is similar to splitting a purchase order.