Send emails automatically to chosen recipients with pre-defined Reports attached as CSV files. Purchase Orders and Transfer Orders can also be automated by scheduling stock order "batches" to create new POs on a recurring basis with relevant filters in mind (eg. replenishment needs, vendor and warehouse details) or Transfers with filters and prioritization considered (eg. when Available Stock is limited, prioritize transfers quantities based on warehouses with the highest Replenishment needs).

Access the Automation section from the Account toolbar. New Automations can be created from the Automations page, or from other relevant pages (eg. sub-menu in Replenishment).

It will load the following window, Click + New Automation:

If you click the arrow, you'll have 2 options:

Generate multiple Purchase Orders or Transfers at once as a “Stock Order Batch”. Enabling Automation allows you to schedule future events/batches.

When clicking in Automate Stock Orders you'll be able to configure the following settings:

Enable Automation: It has to be always enabled and purple. Enabling Automation allows the user to schedule future events/batches

Name: assigned name of the automation

Frequency: choose between daily/weekly/monthly/yearly

Notification Emails: which email addresses will receive the notification every time an automated stock order is created

Type: choose between Purchase Order or Transfer

Status: default status when Purchase Orders/Transfer are created

Item type: choose between Simple Variants and Assemblies

Filters: use your preferred filters to create Stock Orders automations

Vendors: select specific vendors or leave the option all vendors

Vendor UOM: enable to consider vendor's UOM for Purchase Orders

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)

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 and which and from which Warehouse to use Replenishment From. Proceed confirming in Automate Multiple Purchase Orders.

For our Transfer Orders we have a Prioritization Method.

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.

A pop-up will appear, click Save and Enable if you are sure about the configuration and to confirm the Automation creation.

The Automation Page display a results summary page for Purchase Orders and Transfers created using Automation or by using a one-time batch action. All automations will display details, you can always Edit Automations. There will be a little notification on the side of the date with the current status.

You'll see the upcoming Automations and if you scroll down the Previous Automations sent and the one-time batch actions.

“Create Now” button runs a batch/event immediately (rather than waiting for upcoming/scheduled date.

You'll notice from the image above that you can always proceed to Edit an Automation or check the Automation History.

Select Details to see configuration at the time of past batches/events.

Click to see error details, or “information” explain changes (eg. rounded due to MOQ, other alerts).

If you click in Automation History you'll see details such as creation date, the user who created it, details and when the Automation is being sent details about all Stock Orders created:

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

Access the Automation section from the Account toolbar and select Automate Report Emails.

Configure your Automate Report Emails as recommended in Schedule Reports.

Key information here and set up is to choose a Schedule Option.

You can send a Test Email Now, to Test how it would look like: