Creating purchase orders in Ongoing WMS

Table of contents

Introduction

Creating and handling purchase orders in Ongoing WMS can be done in many ways, the intention of this manual is to give an introduction to the different existing options. The first section shows the entire flow for creating a purchase order manually in the system. The following section explains the available support functionality for suggesting what articles to order and in which amounts. The last section contains a brief explanation of how external systems can be used to help with the creation of purchase orders.

Creating a purchase order manually

Purchase order list

The purchase order list is found in the menu by going to Order ⇒ Purchase order list.

Overview of the purchase order list.

The different fields above the list can be used to search or filter for specific purchase orders. In a similar fashion the magnifying glass in the list headers can be used to search while pressing a title will sort the list based on the information in the specific column. The purchase orders can be expanded by clicking on to view detailed information about the purchase order, such as goods or supplier details. Below you can see an example of an expanded purchase order.

Detailed view of an expanded purchase order.

Depending on what type of user you are logged in as it is also possible that the purchase order can be edited by clicking on the symbol.

Create a purchase order

Purchase orders can be created by going to Order ⇒ Create purchase order.

Start with filling in the new purchase order info. The Purchase order number field is mandatory while the rest of the fields are optional. Clicking on the Create button creates the purchase order in the system and moves you along to the next step.

Form for creating purchase order.

Once the purchase order has been created it is possible to start adding articles to it. This is done by finding the article you want to add in the list of suggestions, filling in the Count field and finally pressing the Green shopping cart button. Pressing the Red trash can button removes all articles of the previously added type, articles can also be removed by pressing thefound in the Order info panel on the right. When the correct items and amounts have been added press the Close order button to finish the second step and bind the articles to the purchase order.

View of items added to the purchase order.

Use Ongoing WMS to generate purchase orders

Ongoing WMS provides support for suggesting what articles needs refilling and as such should be ordered from suppliers. This is handled in the Order ⇒ Create purchase order flow, more specifically by using the Generate purchase order suggestion button.

View showing the placement of the Generate purchase order-button

There are two available settings that can be bound to the Generate purchase order suggestion button to choose from. And they will be explained in the following sections, hovering over the button will display the tooltip which contains information about the current setting and what it does. Depending on your type of user it might be necessary to contact an administrator or Ongoing in order to enable the button and/or change in between the settings.

Generate using the reorder point setting

The reorder point setting is the default setting and is configured to find all articles in the warehouse with a stock that is lower than what has been specified in the reorder point field on the article card. It also finds the articles where there are orders on but not sufficient stock to pick all the items. For all such articles a suggestion will be made where the suggested amount is the highest of either the required amount of articles to reach the Reorder point, the Min reorder quantity or the additional needed quantity to ship the placed orders. The option also takes into account existing purchase orders so you do not overstock. If a supplier has been selected the suggestion will be limited to articles where the selected supplier is set as supplier or alternative supplier for that article.

Filled out reorder pint field and min reordred quantity field.

Generate using the DeliveredSince setting

If the setting is changed to DeliveredSince, pressing the button will in addition to suggesting orders that are currently lower than their set reorder point also suggest amounts for articles that currently have no reorder point set. The suggested amount for such articles will be based on how many of that article has been delivered from the warehouse during the defined timespan (default is 90 days) while also taking into account how many articles that are currently in stock and if there are any advised deliveries of the article to the warehouse.

Create purchase orders using an external system

It is also possible to create purchase orders in an external system and have them synced into Ongoing WMS using an integration. This could for example be through an ERP system like Specter or Visma.net or a system focused on managing your stock levels like Inventory Planner. For more information about integrations, check out the integrations page or contact Ongoing.