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    Purchase Order for WooCommerce

    Purchase Order for WooCommerce helps the store owner to manage the inventory of the products. Purchase management is the activity of sourcing products from different suppliers.

    Using this module, the admin can perform purchase management functions to create the orders, purchase orders, request quotes, manage incoming shipments, and update incoming products information easily.

    The admin can manage the product inventory using this module either manually or automatically as per the configuration. The admin can create an automatic purchase order when the stock goes low in stock.

    Note: Purchase Order for WooCommerce is compatible with multisite.

    Check the plugin workflow in the video mentioned below –

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    NOTE:

    For Auto Procurement, an automatic Quotation will generate, whenever the product goes low stock.

    Features of Purchase Order for WooCommerce-

    • Set the procurement method – auto or manual.
    • The admin can set the default prefix for the purchase order number.
    • Send quotation and purchase order emails to the suppliers.
    • Add any comments to the purchase order, incoming shipment, and notify the suppliers.
    • Add suppliers in a product by specifying – cost price, quantity, priority.
    • Manage incoming shipments and products from the suppliers.
    • The admin can update the information about the partial shipments.
    • The quotation is drafted automatically when a product goes low stock.
    • A draft quotation generates for the supplier based on the highest priority.

    Installation of Purchase Order for WooCommerce-

    The user will get a zip file which he has to upload in the “Add New” menu option in the WordPress admin panel.

    For this, login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then select the “Add New” option.

    installation add new

    After this, you will see an option on the top of your page that is “Upload Plugin”, click the option to upload the zip file.

    upload plugin

    By clicking on the “Upload Plugin” option, below that you will see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.

    choose file

    After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

    choose-plugin

    Now when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Henceforth now, click on “Activate Plugin” to activate the installed plugin.

    install-plug-in

     

    Admin End Configuration –

    Now the admin can easily manage the module from the WooCommerce admin panel.

    To manage the module, the admin can click on Purchase Management and then click on the configuration to configure the module.

    10592656-7503f665e6ee097afa88e2fac411a91b

    Here, the admin can enable or disable the automatic procurement as per the need. The admin can select the Procurement method as Automatic or Manual.

    Using the Purchase Order for WooCommerce, the admin can also select the Default Prefix for the use of quotation increment number generation.

    Manage Attributes 

    The admin can manage the attributes accordingly. Here, the admin can add new attributes, manage the existing attributes. To add new attributes just click on the Add New button to add a new attribute.

    Attribute-Manage

    Manage Suppliers –

    Now fill in the required details to add a new attribute.

    Manage the existing supplier –

    The admin can easily manage the existing supplier. To manage the existing supplier, the admin can click on the Manage button as shown in the image below and then manage the details of the existing supplier accordingly.

    Purchase-Managem-2

    Here, the admin can manage and edit the details of the supplier, and can also trash the existing supplier by hovering the mouse over the supplier name.

    manage-supplier-edit

    After clicking on the manage button, the admin can view the details about the supplier as shown in the image below –

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-suppliers-managementactionmanagesupplier-id1_wcpo_nonceecdb5078cfWebkul-Store

    The admin can also view the products that are assigned to that supplier. And then manage them accordingly –

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-suppliers-managementactionmanagesupplier-id1_wcpo_nonceecdb5078cftabproductsWebkul-Store

    From the Quotation tab, the admin can view the details of the quote with the supplier.

    Here, the admin can view the ID of the quote along with the source document, supplier email, status of the quote, date created of the order, and also click on the action button to take any action.

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-suppliers-managementactionmanagesupplier-id1_wcpo_nonceecdb5078cftabquotationWebkul-Store

    From the Purchase Order tab, the admin can view the ID of the purchase order, source of the document i.e automatic or manual, supplier email ID, and the status of the purchase order for that supplier.

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-suppliers-managementactionmanagesupplier-id1_wcpo_nonceecdb5078cftabpurchase-orderWebkul-Store

    Assign Supplier to a Product

    The admin can assign a supplier to a product from the product page. To assign a product the admin can navigate to the product page and then click on the supplier’s tab.

    Here, the admin can select the supplier for the product, enter the minimal quantity of the product, lead time, priority for the supplier, and select the status.

    Then, apply the cost rule on the basis of quantity, and cost price.

    purchase order for woocommerce add new supplier to a product

    Manage Price For The Manual Procurement –

    The admin will have to set the price of the product first for the manual procurement. The admin can manage the price from the product page in the admin panel.

    Here, the admin can set the price of the products for the manual procurement as shown in the image below –

    manage price for manual procurements

    Manage Quotations –

    The admin can manually request the quotes from the suppliers by navigating to the Quotations.

    Here, the admin can click on the Add New button to add a quote. Now, the admin can select the source document, supplier, and then select the supplier product.

    wpdemo.webkul.com_woocommerce-purchase-order-common_wp-admin_admin.php_pagewk-purchase-managementWebkul-Store

    The admin will have to enter the quantity of the product to request a quote from the supplier.

    If the admin didn’t enter the name of the Source Document then it will be named “MANUAL” automatically. Now, click on the Save button.

    wpdemo.webkul.com_woocommerce-purchase-order-common_wp-admin_admin.php_pagewk-purchase-managementactionaddWebkul-Store

    After making a quote, the admin can click on the Send By Email button to send the quote request to the supplier. The admin can also comment on that quote and notify the supplier by email as well.

    The supplier will receive the email and then respond to the admin regarding their quote and comments only via email.

    quote-email-from-supplier

    When a comment is made by the admin and option to notify the supplier is also checked by the admin then the supplier will also receive the email. Then the supplier can contact the admin manually via email.

    comment from admin mail to supplier

    Now when the admin and the supplier both are agreed with the quote, the admin can mark the quote confirms.

    Screenshot-from-2021-07-14-18-27-02

    Now after confirming the quote, the quote will convert into a purchase order.

    Manage Purchase Order –

    Now the admin can view the details of the purchase order by clicking on the view action button.

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-purchase-orderWebkul-Store

    The admin can also see the purchase order id along with store document, supplier email, the status of the purchase order, created date.

    After clicking on the View button, the admin can view the order Id, date, source document, order status, supplier information along with the item order detail.

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-purchase-orderactionmanagepo-id18Webkul-Store

    The admin can print the order here, send the purchase order via email to the supplier, and go back to the purchase order.

    Incoming Shipments

    The admin can view the incoming shipments along with the order Id, source Id, supplier Id, date, and the status of the incoming shipment.

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-incoming-shipmentsWebkul-Store

    The admin can click on the view button to view the details of the order. Here, the admin can notify the seller by commenting on the order. The admin can select the order as partially received.

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-incoming-shipmentsactionmanageshipment-id10Webkul-Store

    A new shipment will be created for the partially received order.

    wpdemo.webkul.com_woocommerce-purchase-order-27-63-132-248_wp-admin_admin.php_pagewk-incoming-shipmentsactionmanageshipment-id10Webkul-Store-1

    Automatic Procurement –

    When automatic procurement is selected then the quote will be created on the basis of the priority of the supplier.

    From the pricing tab, the admin can set the price of the product and also decide the Procurement Method for the product.

    here, the admin can select from the –

    • Manual
    • Automatic
    • Use config settings
    automatic

    When selected Automatic the drafts quotation will be prepared for the low stock products as configured by the admin.

    Now, when Procurement Method is selected as Manual the purchases order will be prepared manually by the admin.

    The admin can also select the Config Settings to use the module config settings for the Procurement Method.

    That was all about the Purchase Order for WooCommerce. Moreover, if you have any doubts or queries regarding the extension get back to us at [email protected] or create a ticket at our HelpDesk system.

    Current Product Version - 1.0.0

    Supported Framework Version - WooCommerce 3.6.x, WooCommerce 3.5.x, WooCommerce 3.4.x, WooCommerce 3.3.x, WooCommerce 3.2.x, WooCommerce 3.1.x, WooCommerce 3.0.x

    . . .
    Discuss on Helpdesk

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    16 comments

  • Gav Temouskos
    Hi Team, great plugin. As it is however it is not all that user friendly to have to update SKU by SKU one at a time – need to be able to do mass updates or imports through the import tools.
    • Subhangi (Moderator)

      Hello There,

      If you have some custom requirements, then please email us at [email protected].

      Thanks,

      Webkul Team.

       

  • Stas
    Hi. How about CSV import export of the purchase orders? For example, besides sending the PO to the supplier i need it in the editable format (csv or excel) for customs. Also the supplier needs it in csv for the upload into their system.
    • Subhangi (Moderator)

      Hello There,

      Currently, this feature is not available in the plugin but if you want it can be implemented through customization.

      Please email your complete requirement at [email protected] and we will get back to you accordingly. 

      Regards,

      Webkul Team.

  • Jeroen
    When you create a PO, is there a way to edit the quantity? Or does your plugin only allow to order the minimum order quantity (that need to be filled in at productlevel)?
    It’s rather needed that one can change the quantity that you can order, changing by PO’s over time. Thnx.
  • Jeroen
    Another question please.. can you use bulk edit to connect a product to a supplier?
    (the other Q was: how many installs do you have, does it work with WC 4.6?
    Thanks in advance
    • Rajan Dimri (Moderator)
      Currently, you can’t assign the products in bulk to the supplier. But if you want this functionality, it can be achieved with the help of customization and it will be a paid service. Please explain the complete workflow by emailing us at [email protected] so that we can assist you better.

      Currently, our plugin is compatible with WooCommerce, 3.8.x. You can download the plugin from the CodeCanyon (https://codecanyon.net/item/purchase-order-plugin-for-woocommerce/24429277) and once the plugin is get updated it will also be get updated on CodeCanyon as well and then you can download the updated version from CodeCanyon. You can also check the plugin sale on the same product page on CodeCanyon.

      Thank you

  • Jeroen
    Sounds like a well thought out plug-in. How about updates and active installs? Doe it work with the latest Woocommerce (4.6). Appreciate your reply in advance.
    • Rajan Dimri (Moderator)
      Hello there,
      Thanks for showing your interest in our plugin. Currently, our plugin is compatible with WooCommerce, 3.8.x. You can download the plugin from the CodeCanyon (https://codecanyon.net/item/purchase-order-plugin-for-woocommerce/24429277) and once the plugin is get updated it will also be get updated on CodeCanyon as well and then you can download the updated version from CodeCanyon.

      For any further query please write an email at [email protected] and we will get back to you accordingly.

      Thank you

  • Mahmoud Gabr
    Is your plugin able to manage Expirable Inventories (expiry dates and batch numbers) in terms of adding multiple expiry dates per PO when physical receiving at warehouse from supplier and FIFO “First In First Out” or LIFO “Last In First Out” or based on BBE “Best Before End (expiry date) “.
    Also mentioning that expiry date and batch number in the Woocommerce orders (for our reference)
    • Goldy Bhargava (Moderator)
      Dear Customer,

      Greetings for the day!

      Our plugin do not manage the expirable inventories flow you just stated. It can be achieved by the help of customization only (Paid Service).

      Please explain the complete workflow by emailing us at [email protected] you want so we can assist you better.

      Thanks,

      Team Webkul

  • avi
    Hi can that plugin send automate emails to suppliers when their products are purchase from my site?
    • Goldy Bhargava (Moderator)
      Dear Customer,

      The email is sent to the admin when product gets purchased by the customer. Kindly email us at [email protected] with your complete requirement so we can assist you out faster and better.

      Thanks

      • Lisa
        Hi there. Is it possible to add the supplier SKU to show on the Purchase order?
        • Vipin Kumar (Moderator)
          Hello there

          No, currently you cannot set the supplier SKU to show on the purchase order,
          It can be done through customization. You can email us your complete requirements at [email protected] and we will get back to you accordingly.

          Thank You

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