Creating a Purchase Order

In Indigo8 Lite a purchase order is a consolidation of all your sales orders, which you would generate for your collection that is issued to your maker. It will breakdown all the styles, colours, sizes and quantities needed to manufacture your collection.

For example, if you have a new collection coming up you would have entered all of your wholesale sales orders into the system. Your supplier would like a report, which will list all the styles by colour so that they know much to make to fulfil your wholesale orders. Indigo8 Lite enables you to gather all your wholesale orders and consolidate it into a single purchase order for your supplier.

Below are the steps for generating your first purchase order with Indigo8 Lite.

Step-by-step guide

You would have already entered all your Sales Orders for your given collection which you would like to manufacture.
Please refer to this link if you do not have a sales order yet: Creating a Sales Order

Click one of the arrows on the centre bar and choose Sales Order Allocation. Using this module you will be able to search and select sales orders, which you would like to consolidate onto a single purchase order.
When you get to the Sales Order Allocation screen, you will need to filter your search criteria based on the sales orders, which you would like to generate a purchase order for.

There are a number of ways in which you could filter your sales order search.
Typically you would search by line so that it will return all the given styles for the current collection you are manufacturing.
Below is a breakdown of all the different methods for narrowing down your search criteria.

4. Once you have finished searching, you will see all the sales order for you’re given selection appear. You will then need to ‘check’ all the sales orders on the screen, which you would like appear on your purchase order.

Select the first checkbox on the top right hand corner of the screen. When you do this it will select all the sales orders on the search result.

If you want do not want to select a sales order then do not select it. The deselected sales orders will be pending on this screen and waiting to be generated on the next purchase order.

Please note, if you have selected “GROUP BY STYLE” or “GROUP BY SUPPLIER” you can ‘check’ specific styles, which you would like to assign to specific purchase orders.

For example, on the below screen shot I have selected “GROUP BY STYLE” and selected the first style within my collection as I want to generate a purchase order for this style only. Please note, you can select one style or as many styles as you like.

5. Click Create PO once you have selected the sales orders which are ready to be manufactured.

SUPER IMPORTANT

It is highly recommended that “AUTO CONSOLIDATE ITEMS” is checked. This means it will automatically combine and consolidate all your systems into a single line by colour on your purchase order. Please read point 2 under ‘AUTO CONSOLIDATE ITEMS’ for more information.

6. Once you have clicked Create PO you will be taken to another screen where you will need to generate the purchase order.

This stage will allow you to assign which supplier the purchase order will be created for and also enter a lot more detail that is necessary for the purchase order to be generated.

Before you generate the purchase order you need to make sure the following is selected:

Supplier – This is the supplier that is assigned to the selected purchase order. This is maker in which you are issuing the purchase order to. When you generate your purchase order report this is the name and address which will appear.
To Customer – This is the customer in which the purchase order is being generated for. This is not a mandatory field. Typically this customer selection would be your company information as you will be the producer of the goods.
Deliver To – This is the warehouse in which the goods will be delivered to. For example, if you have multiple warehouses in your system, you can select which warehouse your specific purchase order will belong to.
Currency – This is the currency in which you will be buying the goods from your supplier.
Ship Mode –Typically this represents how the goods on the purchase order will be delivered. This is the agreed shipment method between your company and the supplier assigned on the purchase order.
Ship Date – This is the date which you expect the styles on the purchase will be shipped to.

If you have not entered any ship dates on your sales order, when you generate your purchase order the ‘ship date’ field will be blank for you to manually enter.