Creating a Purchase Order

Note:

• PO = Purchase Order
• PBN = Product Batch Numbers
  

Traditional method #

• Requirement: Product Batch Numbers v3.1.0
• Video: Adding a Purchase Order

1. Go to Products > Batch Numbers.
2. Create the Batch in which the PO will exist.
   Once this Batch exists – or if it already exists – click on the wrench icon on the right-side of it, to edit/manage it.

3. Scroll down to ‘Purchase order’ and click on ‘Add’.

4. Add the PO details, then click ‘Add’ (the Blue one).

A new purchase order has been created:

The PO number associated with the Batch is now visible from the plugin Overview screen.

In case they are needed, here is an image of the PO settings.
Path: Products > Batch Numbers > Options > PO.

The settings:

• Override product prices
  This will override the default product regular and sale prices with the batch PO values, when they exist.
  Note: This setting must be enabled for the other settings to appear.
• Price prioritization
  • Next Batch with PO
  • Lowest PO regular price
  • Highest PO regular price
• Limit cart quantity to keep price
  This will limit the cart quantity to the next batch available stock to keep the PO price. This limit is applicable only to products with stock management enabled.

ATUM Compatibility #

• Requirement: Product Batch Numbers v3.1.6
• The very first step is to activate ATUM compatibility.
  Path: Products > Batch Numbers > Options > ATUM.

The settings:

• Enable ATUM compatibility
  Enable this to allow batch processing compatibility with ATUM Purchase Orders, enhancing operational efficiency and synchronization.
• Automatically delete batch when a purchase order is deleted
  Enable this setting to automatically remove the corresponding batch entries in our system when an ATUM Purchase Order is deleted.
• Auto-sync stocks on purchase order updates
  This setting adjusts product stock value to equal the sum of batches when the PO is marked as received, after ATUM has updated stock. This requires the setting Sync with WooCommerce stock to be enabled.

Our compatibility layer for ATUM POs allows for the creation of POs via ATUM that include Batch Data. This data includes the original ATUM order number and supplier ID.

If an ATUM order item is removed, while having a corresponding Batch associated with it, both the Batch and its associated PO are automatically deleted.

In simpler terms: If you create a PO in ATUM, it will appear in our PBN plugin settings, based on these 2 conditions:

1. The status of the ATUM PO is ‘Received’.
   
   
   
2. The batch number of the item in the ATUM PO has been entered via ATUM > Purchase Orders.
   
   
   
   
   
   

Now that the Batch Numbers have been added, it is now possible to view our newly created Batch Items.
Path: Products > Batch Numbers > Overview.

Clicking on the blue wrench icon on the right leads us to a more detailed view, where we can observe the ATUM Purchase Order data.