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After creating a multi-delivery purchase order, you may need to update order details, delivery details, add or remove variants, or change the ordered quantity and prices. Some of these fields are managed on the multi-delivery purchase order, and some of them are managed on the delivery itself.
You can edit most of the same details as a standard purchase order, including references, vendor, custom fields, and payment terms. Learn more about editing purchase orders here.
Delivery-level fields
Some fields can’t be edited because they’re managed at the delivery level.
The fields managed at the delivery level are:
Destination and replenishment warehouse
Expected date
Order status
Shipment method and shipment date
Additionally, you can’t change a multi-delivery purchase order’s order type to “transfer order” or “assembly order”.
Prices and quantities are updated at the purchase order level to give you the full picture of how your changes affect the overall quantities and costs of the order. Changing the vendor updates all associated deliveries.
Filtering a muti-delivery purchase order
You can filter a multi-delivery purchase order to only display specific deliveries. In the filter at the top of the page, use the “Delivery reference#” filter.
Updating line items on a multi-delivery purchase order
Variants can be added, removed, or updated when editing a multi-delivery purchase order. First, click the gear icon on the right side of the page to ensure you’re displaying delivery-level details.
The following delivery-specific columns are available:
Column | Description |
Delivery reference # | The delivery reference. Click on it to visit the delivery. |
Destination warehouse | The delivery’s destination warehouse. |
Replenishment warehouse | The delivery’s replenishment warehouse. |
Status | The delivery’s status. |
Expected date | The delivery’s expected date. |
Item actions | Action buttons allowing you to add a delivery for the variant or delete the variant from a delivery. Required to update delivery line items. |
Delivery ordered | The ordered quantity on the delivery. Required to update delivery line items. |
Delivery received | The received quantity on the delivery. |
Delivery remaining | The remaining quantity to be received on the delivery. |
The total Ordered for each item is not directly editable as it’s the sum of the quantities on each of the item’s deliveries.
For example, if an item is split into two deliveries, one with 15 units and the other with 20, the total ordered for the item is 35. Editing either of the quantities in the “Delivery ordered” column automatically updates the “Ordered” total.
Adding new variants to a multi-delivery purchase order
Clicking the “Add variants” button on a multi-delivery purchase order opens a popup asking you to select the delivery to add the variants to.
On the popup you’ll see the Delivery reference#, Destination warehouse and Expected date for each delivery. You can select multiple deliveries.
After selecting the deliveries, click “Proceed”.
Then choose the variants to add to your chosen deliveries. Items are added with a quantity of 0, which you can then update manually in the purchase order.
Adding an existing variant to a new delivery
If a variant is already included in any of the deliveries, you can’t add it to another delivery using “Add variants”. Instead, ensure the “Item actions” column is displayed when editing the order and use the plus icon to add the variant to another delivery.
You can only select deliveries that don’t already contain the variant.
After selecting the required delivery, enter the “Delivery ordered” quantity. The quantity you enter is added to the existing “Ordered” total on the purchase order.
Removing variants
To remove a variant from a delivery, ensure the “Item actions” column is enabled, then click the delete icon.
Removing a delivery line removes its ordered quantity from the purchase order, reducing the “Total ordered”.
Scaling to minimum order quantities (MOQs)
If an item is added to a standard purchase order without meeting the vendor’s minimum order quantity for variants, Inventory Planner automatically adjusts the quantity to meet the MOQ.
However, if items on a multi-delivery purchase order don’t meet a vendor’s minimum order quantity (MOQ), you’ll see a warning when editing the order asking you to choose how to distribute the adjustment to the quantity.
You can choose between:
Distributing the quantity proportionally using the current ordered quantity
Splitting the quantity evenly across all deliveries
Adding the quantity to a specific delivery
Examples
Take a scenario where 20 units of a variant are split across 2 deliveries. Delivery A contains 12 units and Delivery B contains 8 units. The minimum order quantity is 30, so 10 more units must be added to the order.
If “Distribute proportionally using current ordered quantity” is selected, Inventory Planner considers the current split. Delivery A contains 60% of the total ordered units, while Delivery B contains 40%. Therefore 6 units are added to Delivery A and 4 units to Delivery B, which maintains the proportion.
If “Split evenly across deliveries” is selected, Inventory Planner adds 5 units to each delivery.
If “Select a delivery” is selected, Inventory Planner adds all 10 units to the specified delivery.
Rounding to units of measurement (UOM)
If any of the delivery lines aren’t multiples of the item’s units of measurement, Inventory Planner displays a warning.
You can choose to round up or down, automatically increasing or decreasing the “Delivery ordered” quantities to become multiples of the UOM.
The “Total ordered” quantity updates accordingly.
Setting prices
“Unit price”, “Discount %”, and “Tax %” are set on the purchase order level. Each delivery inherits prices and tax rates from its parent purchase order.