Smart Purchase Orders
Supply’d’s Smart Purchase Order takes the guesswork out of ordering by automatically calculating what you need based on real data - saving time, reducing waste, & keeping your stock levels just right.
Supply’d’s Smart Purchase Orders feature helps you order smarter and faster by using real-time data to calculate exactly what you need. It looks at things like current stock levels, past sales, and upcoming production to suggest accurate order quantities - saving you time, reducing over-ordering, and keeping your inventory in check.
Creating a Smart Purchase Order
Select
Click the three dots in the top right and select 
Smart Purchase from the menu.
Smart Purchase Orders can also be created from the Suppliers page.
Select Suppliers from the main menu.
Select the supplier.
Click on the 3 dots in the top right and select
Smart Purchase from the menu.Follow the directions below.
👉 Refer to the Managing Suppliers document for full details.
The Smart Purchase Order form will appear.
Complete the Form
Complete the fields as follows:
Suppliers
The suppliers you would like to make the Smart Purchase Order for. Clicking on, typing in, the field will bring up a list of your suppliers to select from.
Location
The location you would like to place the order for. Select from your list of Locations in the drop-down menu.
Method
The method you would like to use for the Smart Purchase Order.
Suggested: Utilise the smart suggestions for the order. Uses forecasted sales, minimum stock hold, stock on order, and current stock levels to keep you always in stock.
Minimum Stock Hold: Order to meet the minimum stock hold only. Ignores forecasted sales, will look at current stock level, stock on order then will top up to the minimum stock hold set for the product.
Refill Sold: Reorder the amount sold since the last order from this supplier was received.
It is best to set minimum stock levels under Product Settings (global level), but they can also be overridden at the individual product inventory level ( Managing Inventory) if needed.
Warehouse refill
When stock is available at a set refill warehouse, what is the action you would like to be done for that stock.
Create Transfer: Will create a transfer order for the stock required.
Don't Transfer: Consider the stock as available to not over order, but don't create a transfer order.
Ignore: Ignore any stock available at refill locations.
Ignore Untracked
Whether or not to ignore inventory that is untracked at this location. Select Yes or No from the drop-down menu.
👉 For more details about placing and managing purchase orders, see the Placing a Purchase Order and Managing Purchase Orders docs.
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