Table of Contents

Creating an Automatic Purchase Order (Auto PO)

Also known as: Add Automatic PO, Scheduled PO, Auto Order

An Automatic Purchase Order runs based on min/max rules or schedules. It is sent directly to the supplier without manual review.

Steps to Create an Automatic PO

  1. Navigate to the Purchase Orders module from the Dashboard.
  2. Click on Create Auto PO.
  3. Fill in the header details:
    • Supplier (the vendor you are ordering from).
    • Station (choose All Stations or a single station).
    • Delivery Date (optional expected delivery date).
    • Reference Number (optional).
  4. Select items for the PO:
    • The system will suggest items based on Min/Max levels.
    • You can review, add, or remove items as needed.
  5. Confirm and save the PO.
  6. The system automatically transmits the order to the supplier (if electronic ordering is enabled).

After Saving

  • The PO is immediately active and typically sent to the supplier.
  • Employees can track the order in the Purchase Orders list.
  • No approval step is required.

FAQ

What’s the difference between Automatic and Unapproved POs?

  • Automatic PO: Sent directly to the supplier with no manual approval.
  • Unapproved PO: Created automatically but requires manual approval before sending.

Can I edit items in an Auto PO before sending?

Yes. Before saving, you can add or remove items. After saving, the PO is locked once transmitted.

Can I run Auto POs for one station only?

Yes. Select the station instead of All Stations.

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