Summary
We offer the ability to create Multiple Purchase Orders and/or Transfers for multiple vendors and destination warehouses associating them with a Batch number.
Outline
Create Multiple Stock Orders Using Replenishment
If you go to the left menu to Replenishment you will see all variants to replenish, you can select all variants to create Stock Orders. At the bottom there is an option: Multiple Stock Orders. Select this option to create Multiple Stock Orders for all variants selected.
Configure Batch Purchase Orders
The following page Stock Orders > New Multiple Purchase Orders will appear. You can set up all options for your Multiple Purchase Orders.
Configure your Multiple Purchase Orders. Generate Multiple Purchase Orders or Transfers at once as a “Stock Order Batch”.
Type: choose between Purchase Order or Transfer
Status: default status when Purchase Orders/Transfer are created
Item type: choose between Simple Variants and Assemblies
Vendors: select specific vendors or leave the option all vendors
Vendor UOM: enable to consider vendor's UOM for Purchase Orders
Round Quantity: to round the quantity up (highest number) or low (to the lowest number)
Destination Warehouse: select the destination warehouse for the Stock Orders/Transfers
Define your Destination Warehouse for your Purchase Orders. Enable or Disable the option "Save to X". The following options when enabled will sync the Stock Orders to your connection to be managed and received there. Proceed confirming all selecting Create Multiple Purchase Orders.
Configure Batch Transfer Orders
Configure the following settings:
Type: choose between Purchase Order or Transfer
Status: default status when Purchase Orders/Transfer are created
Item type: choose between Simple Variants and Assemblies
Source Warehouse: select your source warehouse
Limit Transfer quantities by: available stock or current stock
Round Quantity: to round the quantity up (highest number) or low (to the lowest number)
Transfer UOM: can be configured in Catalog > Warehouses. Transfer UOM is configured for the Source Warehouse (not the Destination). If there is no Transfer UOM or no Source Warehouse specified, the Vendor UOM is used (if applicable)
Destination Warehouse: select the Destination Warehouse for the Stock Orders/Transfers
For Destination Warehouses please select from the options from the Dropdown Menu. When you have Multiple Destination Warehouses we have a Prioritization Method.
Prioritization Methods for Transfer Orders
When adding Destination Warehouse, we offer the possibility of Prioritization Methods for Batch Destination Warehouses. When there is insufficient stock in the Source Warehouse we use Primary Method (in case of tie we use the Secondary Method) to determine how to distribute the stock. We attempt to satisfy Replenishment for the top priority warehouse before considering Replenishment for the next priority.
Methods:
Stock Cover: First fulfill replenishment recommendations for the warehouse that has lowest stock cover.
Warehouse Replenishment: First fulfill replenishment recommendations for the warehouse that has highest replenishment needs.
Manual: First fulfill replenishment recommendations for the warehouse that has the lowest priority. Use the handles to drag & drop warehouses in the correct order.
Then click on Create Multiple Transfer Orders.
View Source Details for Stock Orders
In Stock Orders your Multiple Stock Orders will be created and displayed. A Batch number will be automatically assigned. To View how your Stock Orders were created refer to the Source filter and metrics
Stock Orders Batch History
You can find Stock Orders Batch History when you go to your toolbox on the left side to Stock Orders, you scroll to the bottom where is the purple button, you click the arrow and it will display a dropdown menu. You will find the option Stock Orders Batch History.
