# Create an Order

{% hint style="info" %}
**Quick Answer:** The fastest way to create a purchase order is with Mo — just describe what you need and Mo builds the order for you. You can also create orders manually from the Orders page. Both methods produce the same editable draft on your Orders page.
{% endhint %}

## Two Ways to Create a Purchase Order

Moselle gives you two paths to create a purchase order:

| Method                           | Best For                                                | Time         |
| -------------------------------- | ------------------------------------------------------- | ------------ |
| **Create with Mo** (Recommended) | Most users — fast, conversational, fewer clicks         | 1–2 minutes  |
| **Create Manually**              | Full field-by-field control, custom fields, attachments | 5–10 minutes |

Both methods create the same draft order that you can review, edit, export, and send to your supplier.

***

## Create a Purchase Order with Mo (Recommended)

Instead of building a purchase order line by line, describe what you need and Mo handles the creation. Mo can pull recommended SKUs from your production plan or let you specify exactly what you want to order.

**Mo can:**

* Generate purchase orders from production plans (with smart month selection)
* Build fully custom purchase orders from your instructions
* Handle multi-supplier scenarios intelligently
* Update existing PO details (supplier, dates, status)
* Edit line items (add, update quantities/costs, remove items)
* Create incomplete POs when suppliers aren't assigned yet

### Option 1: Generate from Production Plan (Smart Workflow)

The fastest way to create multiple POs is from a production plan. Mo follows a 9-step workflow that ensures you're ordering the right items from the right suppliers:

1. **Asks which months** you want to generate orders for
2. **Fetches production plan data** (items and quantities)
3. **Analyzes supplier coverage** for each item
4. **Handles multi-supplier items** by asking you to choose
5. **Groups items by supplier** for efficient ordering
6. **Shows you a summary** before creating anything
7. **Creates the purchase orders** with all details filled in
8. **Links POs to your production plan** automatically
9. **Provides a detailed summary** with next steps

#### Example Workflow

**From the production plan page**, click the **"Generate Orders"** button or open Mo and type:

"Generate purchase orders for this production plan"

Mo will guide you through the process:

**Mo:** "Which months do you want to generate orders for? Do you want orders for all months on the production plan, or just specific ones?"

**You:** "Just June and July 2026"

Mo analyzes your production plan, identifies items that need ordering, checks supplier options, and presents a summary:

**Mo:** "I'll create **3 purchase orders**:

1. **Acme Corp** — 5 items • SKU-001 (100 units), SKU-002 (50 units), SKU-003 (75 units), ... • Estimated total: $1,234.56 • Delivery: \~15 days
2. **Global Supply Co.** — 3 items • SKU-006 (200 units), SKU-007 (150 units), SKU-008 (100 units) • Estimated total: $890.00 • Delivery: \~7 days (faster!)
3. ⚠️ **No supplier assigned** — 2 items • SKU-010, SKU-011 • These items don't have a recommended supplier in the system • I'll create an incomplete PO that you can assign a supplier to later

All orders will be set to deliver to: **Main Warehouse**

Should I proceed?"

**You:** "Yes, create them"

Mo creates all three purchase orders and links them to your production plan. On production plan pages, the Orders tab automatically opens to show your new POs.

#### Handling Multi-Supplier Items

If an item can be ordered from multiple suppliers, Mo will ask you to choose:

**Mo:** "I found that 3 items can be ordered from multiple suppliers:

**SKU-001** — Available from:

1. Acme Corp ($12.50 USD)
2. Global Supply ($13.00 USD)

**SKU-005** — Available from:

1. Supplier A ($8.00 USD)
2. Supplier B ($7.50 USD)

Which supplier would you prefer for each item?"

**You:** "Use Acme for SKU-001 and Supplier B for SKU-005"

Mo uses your selections to group items and create the appropriate POs.

#### Context-Aware Creation

When you're viewing a specific production plan and ask Mo to create a PO, Mo gets smarter:

**You:** "Create a PO for PKMN-002 from Costco"

**Mo:** "I see PKMN-002 has these quantities in your production plan: • March 2026: 200 units • April 2026: 150 units • May 2026: 150 units Total: 500 units

Would you like to create a PO for all 500 units, or a different quantity?"

**You:** "Just the March and April quantities"

**Mo:** "I'll create a purchase order for 350 units (200 + 150). What delivery date would you like?"

Mo uses context from your current page to make better suggestions and fill in details automatically.

### Option 2: Create a Custom PO with Mo

For one-off orders or custom requests, tell Mo exactly what you need:

**Example prompts:**

* "Create a PO for 200 units of SKU-PKMN-002 from Costco, deliver by March 15th"
* "Make a purchase order for SKU-001 (500 units) and SKU-002 (300 units) from Acme, USD"

**Required information:**

* **Supplier** — the name of the supplier
* **SKUs and quantities** — what you want to order
* **Delivery date** (optional) — expected arrival date
* **Warehouse** (optional) — defaults to primary warehouse
* **Currency** (optional) — defaults to USD

### Option 3: Update an Existing PO with Mo

Mo can modify purchase orders after they're created — both PO details and line items:

**Example prompts:**

* "Change the delivery date on PO-9704 to June 15th"
* "Update the supplier for PO-9705 to Global Supply"
* "Mark PO-9704 as ordered"
* "Add 100 units of SKU-123 to PO-9704"
* "Change the quantity for SKU-ABC to 200 units"
* "Remove SKU-XYZ from this order"

**Supported updates:**

* **PO-level:** Supplier, order date, delivery date, status, PO number
* **Line items:** Add new items, update quantities/costs, remove items

The PO page automatically refreshes after Mo makes changes.

### Budget-Constrained PO Creation

Tell Mo your spending limit and Mo will build a PO that fits within budget, prioritizing your most critical inventory needs:

**Example prompts:**

* "I have $5,000 to spend with Acme Corp — what should I order?"
* "Create a PO for under $2,000 that covers the most at-risk SKUs"
* "I can spend $3,000 this month — prioritize items closest to stockout"

Mo allocates your budget across high-priority SKUs based on stockout risk, demand, and unit costs.

### Incomplete Purchase Orders

Sometimes you need to create a PO but don't have a supplier assigned yet. Mo handles this gracefully:

**Mo creates incomplete POs** (supplier = null) when:

* An item in your production plan has no supplier on file
* You explicitly ask Mo to create a PO without specifying a supplier
* Mo can't find the supplier name you mentioned

**You can:**

* Review the incomplete PO in your Orders list
* Assign a supplier later (manually or via Mo)
* Edit quantities and details before finalizing

**Example:** "Create a PO for SKU-NEW-001 (500 units), no supplier assigned yet, delivery by Q3"

Mo creates the PO with all details except supplier, flagged as incomplete.

### Tips for Getting the Best Results from Mo

#### Be Specific Upfront

Vague requests produce incomplete drafts. Specific requests produce orders you can act on immediately.

| Instead of...                       | Try...                                                                                                                                 |
| ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| "Create a PO for some products"     | "Create a PO for 300 units of SKU-001 and 200 units of SKU-002 from Acme Supplier, USD, delivered to New York warehouse by April 30th" |
| "Make an order from my plan"        | "Create a PO from my Q2 replenishment plan for Acme Supplier, delivered to the Chicago warehouse in USD by May 15th"                   |
| "Order more of the low-stock items" | "Create a PO for all SKUs with less than 4 weeks of stock, from Supplier B, delivered to LA warehouse in USD by end of month"          |

The five details Mo always needs: **supplier, warehouse, delivery date, currency, and SKUs (or a plan to pull them from)**.

#### Use Your Exact Names

Mo looks up suppliers, warehouses, and SKUs against your Moselle data. Using the exact names on file avoids mismatches.

* Supplier name as it appears in **Suppliers**
* Warehouse name as it appears in **Inventory > Warehouses**
* SKU identifiers as they appear in your **Catalog**

{% hint style="info" %}
Not sure of the exact name? Ask Mo first: "What suppliers do I have on file?" or "List my active warehouses" — then use those names in your follow-up prompt.
{% endhint %}

#### Iterate Rather Than Start Over

If Mo's first draft isn't quite right, correct it in the same conversation rather than starting fresh. Mo retains context across the conversation.

**Example follow-ups:**

* "Change the delivery date to June 1st"
* "Add 100 units of SKU-003 to that order"
* "Switch the warehouse to the Dallas location"
* "Remove SKU-002 from the order"

This is faster than re-writing the full prompt and lets Mo build on what it already created.

#### Give Mo a Reason When Quantities Feel Off

If Mo pulls quantities from a production plan and they seem higher or lower than expected, tell Mo why you want to adjust them. Context helps Mo apply the right logic.

**Example:**

* "Reduce all quantities by 20% — we're entering a slower season"
* "Add a 15% buffer on top of the plan quantities for safety stock"
* "Cap any single SKU at 500 units for this order"

#### Save Prompts You Reuse

If you create similar POs regularly — same supplier, same warehouse, recurring cadence — save your best-performing prompt as a favourite in Mo. You can tweak the dates and quantities each time without rebuilding the prompt from scratch.

{% content-ref url="/pages/DAsnRIRTbbjM6bgR0RLM" %}
[Save Your Favourite Prompts](/mo/tips/save-favourite-prompts.md)
{% endcontent-ref %}

### Viewing Your Orders

After Mo creates a purchase order, find it in:

* **Orders page** — all POs across all plans
* **Production Plan > Orders tab** — POs linked to that specific plan

Each PO shows:

* PO number and status (draft, active, delivered)
* Supplier and delivery date
* Line items with quantities and costs
* Total order value

**Mo can help you find orders:**

* "Show me all open POs for Acme Corp"
* "Which POs are arriving this week?"
* "What's the status of PO-9704?"

***

## Create a Purchase Order Manually

If you prefer to fill in every field yourself or need features like custom fields and attachments, use the manual creation flow.

{% stepper %}
{% step %}

### Start a New Order

1. Navigate to **Orders** from the dashboard menu
2. Click **Create Order** in the top right corner
3. Select **Create New Order** to start a draft order
   {% endstep %}

{% step %}

### Enter Order Details

Click **Edit Order** and fill in:

* **PO identifier** — e.g., "PO-0001"
* **Supplier** — select from your supplier list
* **Order date**
* **Currency**
  {% endstep %}

{% step %}

### Set Shipment Details

* **Target delivery date** — when you expect the order to arrive (can be updated later)
* **Delivery warehouse** — select a connected warehouse, or click **Enter Custom Address** to input a custom shipping location

These details appear on your PDF and CSV exports.
{% endstep %}

{% step %}

### Add Items

1. Search for an item by name or SKU in the **Add Item** dropdown
2. Enter the following:
   * **Unit Quantity** — units per package (e.g., 1 box = 100 pairs of sunglasses)
   * **Item Quantity** — number of individual items (e.g., 100 sunglasses)
   * **Unit Cost** — cost per unit
3. Click **Add Item**

Items populate in the **Items** table below. Click any item to load it into the fields, make changes, and click **Update Item**.
{% endstep %}

{% step %}

### Add Additional Costs (Optional)

Capture all costs associated with your order so the PO total matches your supplier's invoice.

**Common use cases:**

* **Shipping & Freight:** Delivery charges agreed upon with the supplier
* **Tariffs & Duties:** Import fees collected by the carrier or supplier
* **Service Fees:** Rush order fees, customization charges, or handling fees

**To add a cost:**

1. Scroll to the **Additional Costs** section below the item list
2. Click **+ Add Cost**
3. Enter the **Name** (e.g., "International Priority Shipping") and **Amount**
4. The **Grand Total** updates automatically to reflect Subtotal + Additional Costs
   {% endstep %}

{% step %}

### Add Custom Fields, Notes, and Attachments (Optional)

* **Custom Fields** — click **Add Custom Fields** to include additional columns (e.g., color, size, unit of measure)
* **Notes** — enter notes for your supplier or manufacturer
* **Attachments** — upload supporting documents to attach to the order
  {% endstep %}
  {% endstepper %}

***

## Finding and Reviewing Your Order

After creating a purchase order — whether with Mo or manually — navigate to **Orders** from the left sidebar. The order appears as a draft that you can:

* Review and edit line items
* Add additional costs (shipping, duties, fees)
* Export as PDF or Excel
* Send to your supplier

{% hint style="success" %}
**Review before you finalize.** Mo builds the draft — you own the decision. Before sending a PO to a supplier, confirm SKUs and quantities match your intent, check that unit costs are populated, verify the delivery date is realistic for your supplier's lead time, and add any additional costs not in the line items.
{% endhint %}

{% content-ref url="/pages/UJBeJZb1fZD3mCfSbojq" %}
[Review your Order](/planning-and-execution/orders/review-your-order.md)
{% endcontent-ref %}

***

## Export Orders

### Export a Single Order

1. Open the order
2. Click **Export**
3. Select **PDF** or **Excel**

Both formats include itemized additional costs and the calculated grand total.

### Export All Orders

From the Orders page, click **Export** in the top right corner to download all purchase orders in one file.

***

## Mo-Specific Questions

### Can Mo edit line items in an existing PO?

**Answer:** Yes! Mo can add new line items, update quantities and costs of existing items, and remove items from existing POs. Just tell Mo what you want to change and specify the PO number.

### What happens if Mo can't find the supplier I mentioned?

**Answer:** Mo will create an incomplete PO (supplier = null) and flag it for you to assign a supplier later. Alternatively, ask Mo "What suppliers do I have on file?" to get the exact names.

### Can Mo create POs for items not in my catalog?

**Answer:** No — all line items must be catalog items. If you need to order something not in your catalog, add it to your catalog first, then ask Mo to create the PO.

### Do POs created by Mo appear differently than manual POs?

**Answer:** No — they're identical. Mo-created POs are regular draft purchase orders that you can review, edit, export, and send to suppliers just like manually created ones.

### Can Mo create POs for multiple suppliers at once?

**Answer:** Yes — when generating orders from a production plan, Mo creates one PO per supplier automatically. For custom requests, you'll need to ask Mo separately for each supplier's PO.

***

## General Questions

### Can I bulk upload orders instead of creating them one at a time?

**Answer:** Yes — select **Upload Purchase Orders** from the Orders page to import orders from a CSV or XLSX file.

{% content-ref url="/pages/Y0imDZsRt0w2Z0xpNjHo" %}
[Upload an Order](/planning-and-execution/orders/upload-an-order.md)
{% endcontent-ref %}

### Why can't I add a line item to my order?

**Answer:** Line items must be catalog items. You cannot add items that aren't in your catalog. Use the notes feature for additional information such as shipping instructions or special requirements.

### What export formats are available?

**Answer:** PDF and Excel. Both include itemized additional costs and the grand total. PDFs are generated in the browser — use the latest version of Chrome or Safari for best results.

### Does Moselle support apparel cut sheets?

**Answer:** Yes — a special output format is available for apparel brands that groups items by style with color and size breakdowns. Contact <support@moselle.io> to enable this feature.

***

## Related Guides

{% content-ref url="/pages/HgnZ9cwAvJDGVDj6jEcy" %}
[Orders with Mo](/mo/key-capabilities/orders-with-mo.md)
{% endcontent-ref %}

{% content-ref url="/pages/UJBeJZb1fZD3mCfSbojq" %}
[Review your Order](/planning-and-execution/orders/review-your-order.md)
{% endcontent-ref %}

{% content-ref url="/pages/Y0imDZsRt0w2Z0xpNjHo" %}
[Upload an Order](/planning-and-execution/orders/upload-an-order.md)
{% endcontent-ref %}

{% content-ref url="/pages/c3H9nIfH0qdJQffJKIWc" %}
[Generate Orders](/planning-and-execution/replenishment/generate-orders.md)
{% endcontent-ref %}

{% content-ref url="/pages/sb2SV5PNVIJy5jUlhar2" %}
[Meet Mo](/mo/meet-mo.md)
{% endcontent-ref %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://learn.moselle.io/planning-and-execution/orders/create-an-order.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.