Please note: This article has been published in advance of the official release of RetailOps 2.5. Stay tuned for the official release announcement, coming soon!
In RetailOps 2.5, we've introduced a new configuration tool to help you manage different PO types in your account. It can be very helpful to use your own PO types for specific vendors or ordering scenarios to streamline the purchasing process. Using the PO types tool, you can manage System PO types, and create a few of your own! In the Navigation menu, go to Administration > System Config > PO Types.
System PO types
Dropship - These POs are auto-generated by RetailOps for inventory which is eligible to be dropshipped directly from the vendor to the customer.
JIT - These POs are auto-generated by RetailOps for inventory which is eligible to be sent "just in time" from the vendor to your facility, then sent on to the customer.
Reorder - These POs are auto-generated by RetailOps when using the "Reorder" tool.
Inline - This is a standard PO type for ordering product from vendors or manufacturers. This PO type is configurable using the options listed below.
Please note: Dropship and JIT PO types cannot be edited, but you can enable the option for Strict Receiving. Strict receiving only allows a user to receive the items and quantities indicated on the PO.
Create your own PO Type
To create your own PO type:
In the Navigation menu, go to Administration > System Config > PO Types.
Select "Add PO Type" from the bottom left pane.
Enter a name to describe this PO type.
Make selections based on the options below:
Spreadsheet- This is the traditional PO mode, as used in RetailOps 2.48 and below. This mode allows you to enter freeform purchase order data, and add products to the PO by MPN. This mode allows you to order products which do not yet exist in RetailOps.
SKU- This new mode allows you to add items to the PO by SKU. These POs will be auto-columnized by the attributes selected as described here Attribute configuration for SKU Mode POs The quantities entered on the PO will automatically be linked to SKUs in your catalog, and will allow you to track inbound inventory and purchasing data easily in the Reporting tool.
- Checked by default - When this is checked, all POs generated with this PO type will have "Allow Inflight" checked automatically.
- Allow Editing - Choose whether or not you would like users to be able to disable/enable the "Allow Inflight" checkbox. This can prevent potential user error by unintentionally selecting/deselecting "Allow Inflight".
- Use Strict Receiving - Strict receiving only allows a user to receive the items and quantities indicated on the PO.
- Is Bulkstock - For use only with Bulkstock POs
Known issue: If a user deactivates a PO type, POs with this PO type will fail to load. Reactivate the PO type to view the PO.