Component variants need to be brought into the system in order to produce bundles and assemblies. If the components are not assembled themselves, they are typically received in on purchase orders.

Purchase orders can be created by going to Replenishment and changing to Variants view using the drop-down menu on the top left-hand side. You can further filter for a specific bundle or assembly.

Select the desired components and click “+ New Purchase Order” to create a purchase order (or transfer order) for the recommended replenishment amount.

Note: To create multiple purchase orders, click the arrow next to “+ New Purchase Order” then choose “+ Multiple Purchase Orders”.

A new purchase order will be generated using the destination warehouse you select. Vendor attributes are populated from Catalog > Vendor Attributes, and the “Expected date” is set using the components’ lead time.

Edit the PO or transfer order as needed, then click “Create” to complete the order.

A new purchase order will be created in Inventory Planner. Accounts connected to an integration which supports pulling data from purchase orders will see an additional option to save the order to another system, to be managed and received there. Visit the Integrations Page to see if this feature is support for your connected platform.

If your connected platform does not support this feature, you can receive purchase orders directly in Inventory Planner, then increase the stock in your store.

Choose the respective variant to adjust stock for, then click “Update selected” to change its stock level.

Note: For Bundles, the ‘increase stock’ feature only increases the stock of the components from the received purchase order. The stock of their respective bundle(s) will not be adjusted by Inventory Planner.

For assembly components, purchase orders can be created using the Replenishment report in the “Assemblies” view.

In Replenishment, navigate to the “Assemblies” view, then select the assemblies to order components for.

Once they’ve been selected, click the arrow beside “+ New Assembly Order” to see additional options. Select either “+ New purchase order for [x] assemblies” or “+ Create Purchase Orders for Multiple Vendors” to create purchase orders for the component variants.

If a combined warehouse is used to generate forecasts and replenishment recommendations, select the physical destination warehouse where purchase orders for components will be received.

When creating a single purchase order, click "Replace assemblies by components" when adding assemblies to the purchase order:

When creating multiple purchase orders, toggle “Replace by components” to place a purchase order for the component variants rather than the assembly.

Enable “Link Assemblies to PO” to easily create a new assembly order using the incoming component stock once goods are received. This toggle also sets order quantities in the POs based on values needed to satisfy the corresponding assemblies' replenishment (ignoring existing component stock and demand related to other parent assemblies).
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​Note: If "Link Assemblies to PO" is disabled, Inventory Planner will use the component variants' current replenishment figures instead. The replenishment figure considers current and incoming component stock along with additional demand that needs to be considered from other parent assemblies (when applicable).