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Order Management

Last Update sebulan yang lalu

Creating and Managing Purchase Orders in Planster Managing Work Orders Managing Transfers Between Warehouses

Creating and Managing Purchase Orders in Planster

Aaron Ethridge

Last Update sebulan yang lalu

Efficiently create, adjust, and submit purchase orders within Planster, ensuring smooth inventory replenishment and accurate tracking. 


Follow this step-by-step guide to managing your purchase orders effectively.

Step 1: Access Purchase Recommendations

  • Navigate to the Supply Plan tab from the left-side menu.

  • Review the recommended purchase quantities generated by Planster.

  • You can also (and you should!) access the most relevant recommended orders across all SKUs from the Mome page!

Step 2: Create a New Purchase Order

  • Set the quantity on the week line item for the SKU that you wish to order. You can either accept the recommendation offered by Planster, or adjust the quantity. Planster will take this new amount you've chosen over it's recommended amount.

  • Hover over or click the ellipsis (3 dots) button at the right of the recommended order quantity line and hit "New Order"

Step 3: Adjust and Confirm Order Details

Review and adjust the following details as needed:


  • Select Purchase Order from the first dropdown.

  • Choose the appropriate supplier linked to the SKU.

  • Confirm order quantity (you cannot change quantity from this screen)

  • Unit price and total cost

  • Estimated delivery date

Step 4: Submit Purchase Order

  • Confirm details are correct and click Create to create the purchase order.

  • Planster will send the purchase order directly to integrated WMS or ERP systems, if supported

  • Planster will also adjust the product's inventory forecast moving forward based on this order.

Step 5: Monitor and Adjust Purchase Orders

  • To review active purchase orders, navigate to the Logistics tab.

  • Adjust details if needed by hitting the ellipsis on the far right of an order row.

  • You can edit the following details (delivery dates, add additional line items, change supplier, target warehouse, and order status) directly in Planster.

  • Ensure changes are communicated and synchronized with your supplier or integrated systems.


Integration Specifics

  • Supported integrations will automatically create and synchronize purchase orders with your WMS or ERP.

  • For non-integrated systems, manually replicate purchase order details from Planster into your external management software.


Need Assistance?

Contact Planster Support for personalized help managing purchase orders and resolving any integration questions or issues!

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