Introduce PO Wizards and PO Vault

We have recently introduced two new features: PO Vault and PO Wizards. These features are designed to enhance efficiency and streamline the purchasing process by centralizing and securing purchase orders (POs) within one easily accessible location.

1. What are PO Wizards and PO Vault?

PO Wizards allows users to create POs based on automated purchase recommendations from Inventory Optimizer. This feature enables users to follow recommended orders, reducing the guesswork in procurement.  

PO Vault is a central hub where all Purchase Orders (POs) created through the PO Wizard are stored. This feature simplifies tracking, modifying, and syncing POs with other essential business operations. Here's how the PO Vault integrates with various functions:

• For Amazon and CSV integration users, when a PO is created via the PO Wizard, it is automatically synced in two locations: the PO section and the PO Vault. Any updates made in one section will be reflected in the other. The PO Wizard also supports creating a PO for multiple items at once, while the traditional PO section only allows the creation of one PO per item.
• Previously, Inventory Optimizer couldn't create Purchase Orders (POs) for companies using Quickbooks. However, the PO Vault has now resolved this limitation. You can now efficiently create and synchronize POs between Inventory Optimizer and QBFS directly through the PO Vault, eliminating the need for manual PO creation in QBFS. This streamlined process enhances workflow and improves overall efficiency.

2. How to Create a PO Wizard for Recommended Products

As a user, you have the option to create a Purchase Order (PO) Wizard with any product recommended to meet your needs. This is the step-by-step guide creating a PO Wizard

Step 1: Add items

Creating PO Wizards with Multiple Items

1. Go to the Purchasing section and select My Suggested POs.

2. Choose the supplier that includes the items you want to add to the PO Wizard. 

Creating PO Wizards with Single Items

1. Navigate to the Purchasing section and click Custom.

2. In the first column, click Add to PO for the items you wish to include in your PO Wizard.

Step 2: Review items

Once you've selected your items, review them carefully. If there are any items you don’t want to include in the PO at this moment, you can remove them by clicking Remove in the first column. Once the list is finalized, click Add PO Wizard to proceed.

Step 3: Fill out order details

A pop-up window labeled Add Purchase Order will appear. Fill in the required fields such as: PO Number, PO Date, Receive Date, Supplier Name. Once completed, click Save.

Note: When creating Purchase Order Wizards from My Suggested POs, the Receive Date and Supplier Name will be automatically filled in.

Step 4: Input order quantity

On this screen, you will input the order quantity for each SKU in the far right column in the default view. This can be done in multiple ways: 

• Selecting "Use Forecasted Qty" or "Use Recommended Qty" will input the selected recommended quantity for all Items. 

• Selecting the arrow next to the quantity for Forecast Purchase Qty or Daily Sales Rate Purchase Qty will copy that recommended quantity to the "Order Qty" column.

Note: Order Qty will be rounded up to equal to the MOQ and Case Pack quantity.

• If you do not wish to use the recommendations, you can enter a custom quantity as long as it is equal to or less than the available warehouse inventory for that item, and do not input a negative number or zero.

 Step 5: Fill out addresses

In the Supplier Address section, fill in the required fields such as: State/Province/Region, City, Street Address, Zip/Postal Code

For the Billing Address and Ship To Address, you can either select an existing address from the drop-down menu or create a new one by entering the required information in the same fields. If your order includes any additional fees, be sure to fill out the relevant section with the necessary details.

Step 6: Review and complete

Once completed, click Continue to review your order. If all information is correct, click Complete Order. A confirmation pop-up will appear, and you'll need to click OK to finalize the order. For Amazon integration users, after clicking OK, a pop-up will prompt you to create a new shipment. If you want to skip this step, click Cancel to finalize your PO Wizard creation. If you'd like to proceed, enter the shipment name, click Create, and follow the steps outlined in this guide.

Notes: Once the PO is completed, a PDF will automatically download to your device.

After your order is complete, you can track and manage it by going to the Manage PO Vault.

3. How to Use the PO Vault for PO Wizards Management

Explore the main actions you can perform within the PO Vault:

1. Update Item: This allows you to update any items with a status of "PENDING". Clicking on the update icon takes you back to the PO Wizard screen, where you can make changes and finalize your order.

2. Open PO: Clicking this will open the Purchase Order Details screen, giving you access to review the full details of your PO.

3. Open PO PDF: You can download a PDF version of your PO, making it easy to store, share, or print your purchase order.

4. Create Shipment: This button links to Restock from Upload in RestockAMZ, allowing you to create shipments directly through the PO Wizards.

5. Close PO: This action allows you to mark a PO as *Closed* once it’s fulfilled or no longer active.

6. Delete PO: If needed, you can delete a previously created PO, clearing out any unnecessary or outdated orders. 

7. Print sticker: If you wish to generate barcodes for the items you’ve created a purchase order (PO) for, click on this print sticker icon.

If you have additional questions, contact our support team at Inventory Optimizer Support.

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If you would like to schedule a meeting with a member of our team—let us know, we are here to help!