Creating a PO from the forecast

The Forecast page is the most common origin point for a purchase order. This page covers the three paths from “row I want to act on” to “draft PO ready to send.” For the rest of the PO flow, see Purchase Orders.

On this page

• Three creation paths
• What gets prefilled
• Multi-supplier selection
• Avoid duplicate draft lines
• See also

Three creation paths

Path	Where it starts	When to use
From a single row	Click “Create PO” on a row’s action menu.	One urgent variant.
Bulk from selected rows	Check rows → “Create PO from selected” in the toolbar.	A batch you’re ordering together.
Add to PO	Same toolbar, when you want selected rows to join an open draft or be distributed by supplier.	Appending to existing Draft POs, or creating supplier-specific Draft POs from the same selection.

What gets prefilled

Whichever path you pick, the new PO comes prefilled with:

• Supplier — not automatically chosen from the selected rows. Choose one supplier for a single PO, or leave the supplier field empty to review supplier groups and split.
• Quantities — the displayed suggested reorder quantityReorder quantityThe number of units to order. Starts as a raw target (cover demand until the next reorder), then adjusts for MOQ, pack size, incoming stock, back orders, and EOQ. Read more → per variant, including EOQ uplift where it applies.
• Unit cost — the supplier’s cost on the variant link when available.
• Lead time, MOQ, pack size — informational when available; the suggested quantity is already adjusted.
• Originating forecast viewOriginating forecast viewThe saved view a purchase order was created from. Useful for audit — "which planning session produced this order?" Read more → — the view you came from, stamped on the PO for audit. Since views are reusable across the app (see Views & filters), the stamp tells you which question this PO was answering.

You can edit any of these before sending.

Multi-supplier selection

When your selected rows span multiple primary suppliers, the dialog shows a prompt:

• Choose one supplier — creates a single PO using that supplier and its defaults. This is not a strict guarantee that every off-supplier row is excluded, so review the lines before sending.
• Split — Logistified creates one PO per supplier in one operation. Use this when you need supplier-specific POs. Each gets the originating-view stamp.

When you choose Add to PO and leave the PO field empty, Logistified distributes the selected rows by supplier. Each supplier group can be sent to an existing Draft PO or set to Create new PO. If any group creates a new PO, choose the location those new POs should use before submitting.

Avoid duplicate draft lines

The Forecast table can show when a variant is already included on a Draft PO. In the Inventory quantity cell, look for “In X Draft POs” and hover to see the matching draft orders and quantities. You can also add the hidden In Draft PO column or filter In Draft PO = No before using Add to PO.

Draft PO membership is visual/filtering context only. It does not count as incoming inventory and does not change the suggested reorder quantity until the PO moves out of Draft.

Currency

The PO inherits the chosen supplier’s currency. To order in a different supplier currency, change the supplier before sending.

Caution

Once a PO is sent, you can’t change its supplier. If you picked the wrong one at creation, cancel the PO (or delete it while still in Draft) and create a new one.

See also

• Purchase Orders → Overview — what happens next.
• Purchase Orders → Creating a PO — the canonical PO creation page.
• Reorder suggestions — what’s in the prefilled quantities.

Last updated: 7 June 2026