❗This article is related to New Assortment Plan. If you are on the old Assortment Plan and would like to migrate to the new Assortment Plan, please reach out to your Customer Success Manager
Overview
Toolio's next generation Assortment Plan offers a brand new feature for you to review the System recommended receipts, Constraint receipts based on the Minimum Order Quantities that may be defined on Size, Color, and Style levels, and finalize the receipts for your Purchase Orders. Then, you can approve Purchase Orders for internal review or you may commit Purchase Orders when you are ready to share it with your Suppliers.
Workflow
When you are ready to create Purchase Orders, navigate to Recommended Purchase Order screen through the top navigation bar.
When you navigated to this screen, you'll be greeted with the Purchase Orders list as well as Create a new Purchase Order option.
The list includes the following information about the Recommended Purchase Orders:
Name of the Purchase Order
PO Numbers within the Purchase Orders - there may be multiple
User Created and Created At information
Time Metric - PO Time Filter Criteria and Time Period Start and End Dates
Filter Metric - PO Choice Filter Criteria
Status - Saved, Approved or Committed
Aggregated Metrics for the PO
System Receipts Units - the minimum units that the system recommends
System Receipts Cost - the cost of the recommended units
Adjusted Receipts Units - the final units either constraint or user adjusted
Adjusted Receipts Cost- the cost of final units
Creating Purchase Orders
In order to create a Purchase Order, click on the CREATE button on the top-right. Then, you'll be prompted with a modal to enter specific information to create a Purchase Order as seen in the screenshot below.
For more instructions to create a Purchase Order, please follow the steps below:
First select the Time Metric that you'd like to filter your Receipts for
This can be either Receipt Date or Order Date
Then system opens the date range details for you to enter the Time Period Start and End Dates
You can either select Date Range or Time Frame
Finally, select the choice filter criteria that you'd like to include in your Purchase Order
As an example, you can filter choices by Supplier, Department, Division, Class etc.
System then will create your Purchase Order and will take you to Recommended Purchase Order screen where you can review and manage your PO.