❗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 Creating POs, we covered how we'd create a PO as well as review the existing POs on the PO list. Next, let's cover how we can review a recommended PO and make adjustments to it.
Reviewing Purchase Orders
Either double click on a Purchase Order from the Purchase Order List or create a new Purchase Order to review your PO content. Your PO will include all your choices that are applicable to your filter criterion at the variant level.
By default the following information will be available in your POs:
Include in PO - Enables users to include/exclude a variant in POs
Supplier, SKU, Style No, Title - Attributes of choices
Size - Variant level size information
Unit Ticket, Unit Cost - Pricing information pulled from Variant table, both can be edited by the user
PO Number - Assigned by default, can be edited by users if there is a use case for a split PO
Order Date, Receipt Date, Adjusted Receipt Date - System recommended Order and Receipt Dates based on the Lead Time, Adjusted Receipt Date can be edited by users if there is a delay or need to pull POs earlier
System Receipts Units, Cost and Ticket - System recommended Receipts metrics as the result of Generate Receipt execution
Constraint Receipts Units, Cost and Ticket - System recommended Receipts metrics which includes the Minimum Order Quantity (MOQ) constraints that are set variant level
Adjusted Receipts Units, Cost and Ticket - Adjusted Receipts metrics that can be edited by users
Receipt WOS, Override WOS, User WOS - Week of Supply (WOS) metric calculated based on the System, Constraint and Adjusted Receipts Units respectively
Average Gross Sales Units - Sales Plan based on the time period selected
You'd want to finalize your Receipts at this step. The next step: Approve Purchase Orders is the screen where you'd review the read-only data for your finalized PO.
If you created your PO but then you wanted to make some changes to your Sales Plan and Receipts Plan on your planning screen, instead of creating a new PO, you can simply Refresh the data by clicking on the refresh button on the top-right of the screen. This will bring in all the latest data based on your filter criterion.
When you make all your adjustments to your Recommended PO, click on either to the Next Step button on the bottom-right or click on Approve Purchase Orders stepper on the top. You can come back to the adjusting (editing) step whenever you like by clicking on the stepper.