Send Out Orders

Sending out orders can be created on the production plan and allow you to send directly to your supplier.

Create Orders from your Production Plan

On your Production Plan, click on orders to generate a manual order that will appear at the bottom of the screen.

• If you have to create multiple orders, click on the Generate Orders button and select either the Cost or Lead time selection. Our AI will generate your orders based on the selection you have chosen.

Generate your Orders

Navigate your Order

1. On your production plan, select the "Create Order" button to generate a purchase order at the bottom of the screen under the Replenishment Orders section.

Clicking on the Create Order will generate a purchase order each time. If you have generated too many orders you can archive the purchase order.

1. Purchase orders will populate under Replenishment orders as DRAFTED lined items.

2. On the right side of the "At-Risk Items" table, there is an "Order" button that you can click to enter quantities.

3. Once you click on the Order button, a slide-out will open. Enter your item quantity, unit quantity, and cost for that item. Click on the "Add Item" button below to close the slideout

4. To activate your purchase order from its draft state, click on "Activate PO" on the furthest right column on the purchase order line.

5. To review your order, double-click on the "PO #" number on the furthest left column to open up the edit screen.

6. Once reviewed and ready to send to your supplier, click the "Send" button at the top right corner of the page. Enter the email of your supplier and hit send.

7. Alternatively, you can also select the downward arrow button beside the send button and choose to download the purchase order as a CSV or PDF file.