How to create a PO using Inventory Planner for a website order

Morgan Karol

Dec 17, 2021

SOP- How to Create a PO for a Website Order Using Inventory Planner

Standard Operating Procedure

How to utilize Inventory Planner to track orders made on external vendor websites by creating a PO, allowing you to see products ‘on order’.

This will prevent products from showing up on the “Low Stock Alerts” email as they have already been ordered
Allows you to easily see via Inventory Planner how many of each product is on order

Search for Inventory Planner in LastPass and click to log in
Run a Full Sync if needed
Select your Warehouse (NSC or SP)
Choose the Vendor you are ordering from via the Variants drop-down
Use the check box to the left of the product to select any product that needs to be ordered

Search for the vendor in LastPass and click to log in
Select the products that need to be ordered and determine the quantity based on Inventory Planner’s replenishment value
Complete the order and copy the order number

All of the products you ordered should already be checked off
Click the purple button at the bottom, + New Purchase Order
Make any quantity adjustments based on the order you just placed
1. For example, IP may have suggested ordering 14 but you actually purchased 15
Click Settings in the upper right corner and un-check the box for “Auto Generate Reference #”
Paste the order number into the Reference # box
Delete any email in the email box
Click the purple Create button on the bottom left
Select “Use Current Reference #”
Hit Save

Inventory Planner can be used to create POs for products purchased on vendor websites, allowing for easier tracking of inventory and products already on order