Purchase Order for WooCommerce helps the store owner to manage the inventory of the products. Purchase management is an activity of sourcing products from different suppliers.
Using this module, the admin can perform purchase management function to create the orders, purchase orders, request for the quote, 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.
For Auto Procurement, an automatic Quotation will generate, whenever the product goes low stock.
- 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 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.
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.
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.
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.
After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.
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.
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.
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 Suppliers –
The admin can manage the suppliers accordingly. Here, the admin can add new suppliers, manage the existing suppliers. To add a new supplier, just click on the Add New button to add a new supplier.
Now fill the required details to add a new supplier.
Here, the admin can –
- Enter the Name of the supplier.
- Enter the email address of the supplier.
- Company name
- Tax/Vat number
- Enter the name of the website.
- Select the Gender
- Enter the Address
- Enter the Telephone number.
Then save the details to add a new supplier.
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.
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.
After clicking on the manage button, the admin can view the details about the supplier as shown in the image below –
The admin can also view the products that are assigned to that supplier. And then manage them accordingly –
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.
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.
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 suppliers 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.
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 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.
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.
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.
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.
Now when the admin and the supplier both are agreed with the quote, the admin can mark the quote confirms.
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.
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.
The admin can print the order here, send the purchase order via email to the supplier, and go back to the purchase order.
The admin can view the incoming shipments along with the order Id, source Id, supplier Id, date, and the status of the incoming shipment.
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.
A new shipment will be created for the partially received order.
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 –
- Use config settings
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 firstname.lastname@example.org 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