Batch stock orders

Create multiple stock orders simultaneously, associating them with a batch number.

Monica avatar
Written by Monica
Updated over a week ago


We offer the ability to create Multiple Purchase Orders and/or Transfers for multiple vendors and destination warehouses associating them with a Batch number.

Creating multiple stock orders (batch purchase orders)

On the Replenishment screen, select the variants to place purchase orders for, then click the arrow next to the new purchase order button to pick “+ Multiple stock orders to [x] for [x] variants”.

You will be taken to a page where you can create your stock orders for multiple vendors and, optionally, locations.

Use this screen to configure your batch purchase orders. The fields are:

  • Type: Choose between “Purchase Order” or “Transfer”

  • Status: Set the status for your purchase orders or transfers

  • Item type: Choose between simple variants and assemblies

  • Vendors: Pick specific vendors, or set the vendor to be “all vendors

  • Vendor UOM: Enable to consider the vendor's UOM for purchase orders

  • Round quantity: Choose whether to round the quantity up (highest number) or down (to the lowest number)

  • Destination warehouse: Pick the destination warehouse for the purchase order or transfer, and enable or disable the option to "Save to X". When enabled, your stock order will be synced to your connected platform to be managed and received there.

Once you’re happy with your settings, click “Create multiple purchase orders”.

Note that if you set the PO status to be “Draft”, the “On Order” quantity in Replenishment will not be impacted. The “On Order” quantity will only be updated once the purchase orders are set to “Open”.

Viewing source details for stock orders

The “Stock Orders” page displays orders created in batch, along with their automatically assigned batch number. You can view how your stock orders were created by using the “Source” filter.

Stock orders batch history

In “Stock Orders”, clicking the arrow beside “New purchase order” will display a menu item called “Stock Orders Batch History”. Clicking on it will then display a list of your batches and the associated orders.

Creating batch transfer orders

Batch transfer orders are created in exactly the same way as batch purchase orders. The difference is in the configuration on the batch stock orders screen.

When the type is set to "transfer", the following fields are made available:

  • Source Warehouse: Choose your source warehouse

  • Limit transfer quantities by: Choose between "available stock" or "current stock"

  • Transfer UOM: Enable or disable. The transfer UOM can be configured in Catalog > Warehouses and is configured for the source warehouse (not the destination warehouse).
    If there is no Transfer UOM or no source warehouse specified, the Vendor UOM is used (if applicable).

If you have multiple destination warehouses set for your transfer, Inventory Planner uses a prioritization method.

Prioritization methods for transfer orders

When multiple destination warehouses are selected for a transfer, it's possible there won't be enough stock in the source warehouse to cover replenishment in every destination warehouse. In those cases, Inventory Planner has to prioritize between destination warehouses to determine how to distribute the stock.

There are three prioritization methods that can be employed:

  • Stock cover: First fulfill replenishment recommendations for the warehouse that has lowest stock cover, then move on to the warehouse with the second-lowest cover, and so on.

  • Warehouse replenishment: First fulfill replenishment recommendations for the warehouse that has highest replenishment needs, then move on to the warehouse with the second-highest replenishment needs, and so on.

  • Manual: First fulfill replenishment recommendations for the warehouse that has the lowestpriority. Use the handles to drag and drop warehouses into the desired order.

You will select a primary method and a secondary method. The secondary method is used if multiple warehouses meet the primary method's criteria.

Inventory Planner attempts to satisfy replenishment recommendations for the highest priority warehouse before considering replenishment for the next priority warehouse.

Once you're happy with the configuration, click "Create multiple transfer orders".

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