Different Purchasing Processes

Workhorse allows you the flexibility to generate Purchase Orders (POs) in a variety of ways. In addition to creating new POs manually, POs can also be generated using a shortfall stock functionality, as well as directly from Customer Orders. 

Note:

In both processes, POs will be generated as Drafts, allowing you to make any necessary amendments before sending to the Supplier.

Generate Shortfall Purchase Orders

Using this process, POs will be generated to increase all Products with stock quantity requirements to their Max Stock Qty. The POs will be generated for the Supplier listed in the Product Suppliers section of the Product record.

To generate POs using the shortfall stock functionality:

1.  Go to Purchase Orders.

2.  Under the Functions button in the top-right corner of the page, select Generate Shortfall Purchase Orders.

Generate from Customer Orders

Using this process, a PO will be generated for each Supplier needed to obtain the Products on a Customer Order. Any Products on the Customer Order that share a Supplier will be grouped together on the same PO.

To generate POs directly from a Customer Order:

1.  Go to Customer Orders.

2.  Open the selected Customer Order.

3.  Scroll to the bottom of the page and select Functions > Generate Purchase Orders.