❗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
In the previous article Reviewing POs, we covered how we'd review a PO as well as make adjustments to the system recommended PO details. Next, let's cover how we can approve and commit a finalized PO.
Approving Purchase Orders
Once you review and/or make adjustments to your Purchase Orders, the final step is to review the final PO that you'd approve or commit to.
On this screen, you'll review the following metrics based on your finalized inputs
Constraint Receipts Units, Cost and Ticket
Adjusted Receipts Units, Cost and Ticket
Margin%
Then you can either Approve Purchase Order or Commit Purchase Order. Approve is mostly used for Internal Approve case and reviewing metrics. Once you choose any of the options, system will update On Order Plan metrics and trigger Receipt Generation calculation against all the choices in the Purchase Order. The changes will be reflected in Metrics and Receipts Plan tabs on the planning screen.
The only difference between the two actions is when you Commit Purchase Order, the system will send the PO(s) to your vendor through your ERP system or will create CSV(s) for each of your Purchase Orders based on the unique PO Numbers.
Once you select either option, you'll be prompted with a confirmation modal for your action where you can review the final total receipts units and cost.
