Note: This feature is only available to premium customers in our early adopter program (EAP).
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.
The button is only available 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 (that is, it hasn’t been saved to an external platform)
Step 2: Enter delivery details
In the Split delivery page, update delivery details if they differ from the original purchase order.
At the top of the page, you can update:
Destination and replenishment warehouse
Expected date
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.
Click the Settings button on the top right-hand side to update:
Delivery reference
If you don't set a delivery reference, the system generates one by combining the PO reference with a suffix for the delivery number. For example, the first split on PO#1000 will be Del #1000-1.Shipment method and date
Payment terms and date
Shipping and billing addresses
Notes and Attn
Custom fields
You can update these fields later if needed.
Step 3: Split the quantities
Enter quantities in the "Split quantity" column to specify the items and units to split to the new delivery.
Alternatively, you can check the boxes on the left beside each line item to set the split quantity to the current replenishment recommendation, up to the ordered quantity on the purchase order.
Click the gear icon on the right to choose which columns and metrics are visible. By default, in addition to the item image, name and details, the following columns are included:
Column | Description |
Replenishment | Current replenishment recommendation. |
Split quantity | The units to split to the new delivery (editable). |
Ordered | The quantity available to split to the delivery.
You can split more than the ordered quantity, but doing so increases the total ordered quantity on the purchase order. |
Remaining | The number of units left after you create the delivery, calculated as:
Remaining = Ordered - Split quantity
This figure updates dynamically as you enter split quantities. |
Unit price | The unit price on the purchase order. |
Replenish date | The last date to place an order to avoid running out of stock. |
Line item alerts and warnings
Alerts appear at the top right if any split quantity is not a multiple of the units of measure (UOM), is below the minimum order quantity (MOQ), or exceeds the quantity ordered on the purchase order.
Units of measure (UOM)
For items only shipped in specific case sizes, an alert appears in the Split quantity column where the entered quantity isn't a multiple of the UOM. You can choose to round up, round down, or ignore the warning.
Minimum order quantity (MOQ)
If the entered quantity doesn't meet the entered MOQ, an alert appears in the Split quantity column. You can then increase the quantity if needed.
Note that MOQs often only apply to the parent purchase order and not its deliveries. If that's the case, you can ignore this alert.
Split quantity exceeds ordered
When the entered quantity is higher than the number of units available to split, an alert appears in the Split quantity column. Clicking "Limit to ordered" reduces the quantity accordingly.
You can still create the delivery without reducing the quantity, but doing so increases the units ordered on the purchase order.
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
After clicking "Create delivery", Inventory Planner confirms the new delivery details:
From here, you can:
Click the delivery reference to view the new delivery
Click "Back to purchase order" to view the multi-delivery purchase order
Click "View deliveries" to see a summary of all deliveries on the purchase order
Creating more deliveries
After splitting items for the first delivery, you can create additional deliveries when viewing the purchase order. The "Split delivery" button lets you choose which existing delivery to split.
Typically, you should select the delivery with the original purchase order reference, as it contains all remaining quantities after the initial split.
