All Collections
Assortment Planning
Generating Purchase Orders from Assortment Plan
Generating Purchase Orders from Assortment Plan

How to generate a PO file from Assortment Plan for import or management.

Updated over a week ago

Once you have planned your new styles within Toolio's Assortment Plan module, the final step is to generate a Purchase Order. Follow the steps below or scroll down to our video walkthrough to see how to generate a CSV file with SKU level PO data.

For this workflow, we suggest using the Purchase Order Submission out of the box view. This view will give you visibility into Launch Dates and Lead Times, to provide visibility into when you need to place your Purchase Orders.

First, ensure Spreads are assigned for each line that you plan to generate Purchase Orders for. Note that Spreads must be assigned to ensure that data is appropriately distributed to the correct granularity (e.g. Size, Channel). You can see here that the units are appropriately distributed by size.

Next, select the rows that you would like to generate Purchase Orders for. Select Generate Purchase Orders > Toolio CSV to download your PO CSV file.

Finally, review the CSV export of SKU level Purchase Order data.

Video Walkthrough


I am getting a Product Id Missing Error While Generating Purchase Orders

For Toolio to be able to generate Purchase Order, we need to know the Product Id (or Style No depending on your naming conventions). Sometimes, you might have some placeholder line items, where you have not determined the Product Id yet, and that could cause an error while generating POs. Below is what that error would look like.

Generate Purchase Order Error

The easiest way around is to filter your assortment for all products that have a "product id" and generate POs for those. Please see below screenshot as an example

Did this answer your question?