Create a purchase order

This guide covers the Forecast-driven PO flow: turning reorder suggestions into a draft PO. For blank/manual POs, imports, Sales History, Sales Orders, Min/Max, and Stocky imports, see Purchase Orders → Creating a PO.

Before you start

• Suppliers connected to variants.
• One real supplier with an email address.

Note

You can start a manual PO without a supplier, but a real supplier is recommended before sending because supplier email, supplier defaults, supplier currency, and supplier-credit workflows all depend on it.

Steps

1. Open the Forecast page. 2. Filter to “Reorder within 14 days.” 3. Select rows for one supplier. 4. Click “Create PO from selected.”
2. Choose the supplier in the dialog, then review the suggested quantities. They come from Actual Reorder Quantity and include EOQ uplift where shown. 6. Click Create. 7. The PO opens in Draft. Review line items, supplier, currency, and costs. 8. Click “Send.” The PDF goes to the supplier’s email. 9. The PO moves to Sent. The supplier acknowledges; mark lines Confirmed as they confirm.

Worked example

Selecting 12 kitchen-category variants whose reorder dates land in the next two weeks. They all belong with the same supplier. The dialog starts with the quantities from Actual Reorder Quantity. I create the PO, confirm the supplier on the Draft, review the lines, then send.

Common failure modes

Symptom	Likely cause	Fix
Supplier email missing	Supplier doesn’t have an email address.	Add it on the supplier detail page.
PDF won’t generate	Heavy PO with many lines.	Split the PO.
Variants with different suppliers	The selection spans more than one supplier, or some variants still use the default supplier.	Use the split-by-supplier path, or fix the supplier–variant links first.

See also

• Purchase Orders → Creating a PO
• Purchase Orders → Sending the PO

Last updated: 7 June 2026