Automatic PO in MyFullfillment

Automatic PO in MyFullfillment

Automatic PO in MyFullfillment

This article is to help you understand about the Automatic purchase order in Myfullfillment.

Enabling the Automatic Purchase order

To enable the automatic purchase order, you need to follow the below steps:
Go to Settings >> Purchasing >> Enable automatic purchase order => Yes >> Save.



Creating the rules for Automatic PO Configuration

You can set the rules to create an automatic purchase order
Go to Settings >> Purchasing >> Automatic Purchase order >> Click on "Configure" button.



OR
Just after enabling the automatic purchase order, A test-PO-automatic created automatically.

Understanding about the data of Automatic-PO:

From the Table on the Automatic-PO, you will find the information as below:
Name: Name of the Automatic-PO.
Priority: Priority of the PO to be executed.
Conditions: Conditions are like a set of rules to be satisfied by the PO.
Action: When all conditions are satisfied, then the Action will be executed. Here overview of the action is listed.
Active: Display automatic PO as active or inactive status



Configuring the Automatic-PO

You have 3 tabs to configure the settings and rules:
1) General
2) Conditions 
3) Actions

General:

Name: Name of the automatic-PO
Active: This states that the PO is active or inactive.
Priority: we can state Priority from 1 to 99. Rules are executed from lowest to highest priority. This means for example that a rule with priority 1 will be executed before a rule with priority 2.
Website: Associated website for the automatic-PO
Notes: we can write here Small key notes to print in the PO PDF for the supplier.



Conditions:

Order Status: You can multiple select the order status, according to the order status the products will be considered. 
Order placed after: The date from which the orders should be considered. The format is YYYY-MM-DD.
Dispatch warehouse: From which warehouse the products have to been dispatched.
Exclude reserved products: This configuration will ensure to consider the products from the reserved products or not.
Supplier: Multiple select the Suppliers.



Action:

Create: This drop-down will have 3 options namely Don't create anything, Purchase order, Dropship. You can choose any of them, according to your rule.
Status: Status of the PO when the automatic PO created.
Warehouse to receiving: Products to be received on this warehouse.
Notify supplier: Notifies supplier on the PO processing.
Manager: The lead to handle the PO. 
Copy shipping method: As the name says, Just copying the shipping method and using in the automatic-PO.
PO reference pattern: Default is AUTO-PO{order_reference} / AUTO-DS{order_reference}, you can use codes {order_reference}, {supplier_code}, {supplier_id}.




Once the condition is satisfied, the Action will happen automatically in this Automatic-PO function.

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