Adding Products to Purchase Orders

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Managing POs

In Sellercloud, you have complete control of every aspect of your PO. In this article, you will learn the many ways to add products and kits to a PO.

Check out these other articles about managing POs in Sellercloud:


Adding items to a PO

Check out this video tutorial about adding items to a PO.
  1. Select PO > Scroll to Order Items > Add Products.sellercloud po add order items
  2. Search for desired products > Add order quantities. Quantities and be added/modified after adding to PO as well.
    1. When more than 50 SKUs are in the PO, the Qty field will be closed. Press Edit next to each SKU to edit or use Upload Items to import a file. Be sure to check Overwrite existing items on the upload window.
  3. Click Add Selected Items > Finish! Close window.
    1. If the quantity added is greater than the product’s ReOrder Qty (ReOrder Qty > 0), the item row will be highlighted to alert user of possible mistake.

With the file upload, you can use either the ProductID or Vendor SKU field as the product identifier. If there is no vendor SKU, you can enter and save it to a specific item. The next time you add it to a PO, the vendor SKU will automatically appear. The vendor SKU will also print on the PO PDF file.

Vendor pricing and promotions can be set to automatically default to the correct price and discount when adding a product to a PO. Learn more about Vendor Promotions.

The history of an item’s POs can be viewed in the Purchase Order panel on the product’s main page.


Adding items based on inventory quantity and sales history

On the Inventory page, you can use the Advanced Search to show quantities for products.

  • Go to Inventory > Advanced Search tab > Mode field > Show Quantity for Products > Search

In this search mode, you can hover your mouse over the SKU to reveal the sales history of that SKU. If this item has shadow SKUs, click the > to expand the product and hover over the shadow SKU to reveal its sales history. This information can be used in deciding your order quantities and receiving warehouses.

  • Choose items > Select Action > Add to PO. You can create a new PO or choose an existing one > Add/Create Purchase order. sellercloud pos add product to po manage inventory

On a product’s Purchasing page, there are several fields available for managing inventory level. You can use Quick Add To PO to add the item to a PO.

  1. Select a product > Toolbox > Purchasing.
  2. Enter the Qty, Price and any Discount values > Select the PO. You can add the item to an existing PO or create a new one.
  3. Select a WarehouseAdd to PO. sellercloud product purchasing quick add to po

You can also add items from Unfillable Products.

  • Go to Inventory > Unfillable Products. Select your products > Select Action > Add to PO. Or, drag and drop the item from the grid into the purchase order cart. Then, click Edit Cart and set up on the following page.
Products can be marked as Discontinued from the product’s Toolbox > Purchasing. Discontinued products cannot be added to Purchase Orders and will not display results in Predictive Purchasing. On the inventory grid, discontinued products are displayed with a pink background.

Adding kits to a PO

Typically, retailers purchase individual components from vendors and create kits from those components. However, you do not need to add each component to the PO individually. Kit parents can be added to PO to quickly order kit components. This can be accomplished by splitting up the kit into individual components on the PO.

Splitting the kit

Splitting up the components into individual items on the PO – With this option, you can add the kit parent to the PO. After saving the kit parent, the components will display in the grid.
Several Client Settings must be selected to split a kit:
  • On the PO, check Auto Break Up Kit and save the PO. Or, enable Breakup kit components when adding Kit Parent to PO in Client Settings
  • Independent Kits need Breakup independent kit when adding Kit Parent to PO enabled in addition to the Auto Break Up Kit option

Add a kit to a PO

  1. Select a PO > Add Products.
  2. Search for and select the kit parent > Add order quantity.
  3. Press the Add to PO button. You will be prompted to confirm that the kit parent should break up into its components on the PO.
  4. Press Continue to Add to PO Close Window.

If there are multiple items in the kit, each one will display in the grid with the order quantity given to the parent. This means if you entered 10, each component will have an order quantity of 10.

If there is only one item in the kit with multiple quantity, like a pack of 4, the component will display in the grid with the kit quantity. This means if you ordered 1 parent, the component will display with a quantity of 4.

Selling the individual components in Sellercloud

Additionally, if the vendor sells the product as a kit, you can sell the components of the kit as individual products within Sellercloud. When creating the individual components as separate products, the inventory of the components will update when the kit is received. This can be accomplished by calculating the components’ quantity in the kit.

  • Calculating the components’ quantity in the kit – With this option, you can add the kit parent to the PO. It will save to the PO as the parent SKU. However, when receiving the the PO the inventory quantity of the components will update. To add the kit parent, follow the steps described in Add a kit to a PO.
To order the product by the case, but sell it individually only, read Understanding Quantities on POs.

Updating cost when ordering items as kits

If you’re ordering the item as a kit and would like the kit components cost to be updated accordingly, you must order the item as an independent kit and dis-assemble the kit quantity. This will split the kit cost to the components evenly.

If you would like to split the cost with a different ratio, this can be set on the kit before disassembling it:

  • Go to the kit’s product page > Toolbox Kit Properties  > Edit Cost Ratio. Set the cost ratio in percentages per component.sellercloud kits edit cost ratio

Transferring items to another PO

To transfer items from one PO to another:

  1. Select the items from the grid in the PO.
  2. Click Transfer to Other PO on the Action Menu.
  3. On following page, transfer to existing Po by entering PO number, or transfer to a new PO
You can not transfer all items in a PO. One item must remain on the original PO.

Managing POs

In Sellercloud, you have complete control of every aspect of your PO. In this article, you will learn the many ways to add products and kits to a PO.

Check out these other articles about managing POs in Sellercloud:


Adding items to a PO

There are a few different ways to add items to a PO in Sellercloud available for individual products and in bulk. The history of an item’s related POs can be viewed in the Purchase Orders panel on the Purchasing page.

  • Inventory > Manage Inventory > Select product > Toolbox > Purchasing

From the PO page

  1. Select PO > Toolbox > Items.
  2. Click Edit > Add Products.sellercloud po add products
  3. Search for desired products > Add order quantities > Add & Close.

You can also add items to a PO through a file upload from this page. The ProductID or Vendor SKU field can act as product identifiers. sellercloud add items to po upload products

If there is no vendor SKU, you can add one in the Items panel. The next time the item is added to a PO, the vendor SKU will automatically appear. The vendor SKU will also print on the PO PDF file.

From the product Purchasing page

On a product’s Purchasing page, you can use Quick Add To PO to add the item to a PO:

  1. Select a product > Toolbox > Purchasing > Quick add to PO +.
  2. Enter the Qty and Price > Select the PO. You can add the item to an existing PO or create a new one.
  3. Complete other desired fields >  Add to PO.sellercloud add items to po quick add to po

From the Manage Inventory page

  1. Select your products > Action icon > Add to PO.
  2. Fill in the Qty > Next.
  3. Select Existing PO or New PO > Next.
    1. For an existing PO, search for the PO > Add.
    2. To create a new one, enter a Vendor and PO Description > Add.
  4. Once added, Sellercloud will automatically open the new PO.

Vendor pricing and promotions can be set to automatically default to the correct price and discount when adding a product to a PO. Learn more about Vendor Promotions.

Products can be marked as Discontinued from the product’s Toolbox > Purchasing. Discontinued products cannot be added to Purchase Orders and will not display results in Predictive Purchasing. On the inventory grid, discontinued products are displayed with a pink background.

Adding kits to a PO

Typically, retailers purchase individual components from vendors and create kits from those components. However, you don’t need to add each component to the PO individually. Kit parents can be added to a PO to quickly order kit components by splitting the kit into individual components on the PO.

If there are multiple items in the kit, each one will display in the grid with the order quantity given to the parent. This means if you entered 10, each component will have an order quantity of 10.

If there is only one item in the kit with multiple quantity, like a pack of 4, the component will display in the grid with the kit quantity. This means if you ordered 1 parent, the component will display with a quantity of 4.

To add a kit to a PO, follow the steps in Adding Items to a PO: From the PO page. Simply search for the kit parent and add it to the PO.

Splitting the kit

Several Client Settings must be selected to split a kit:
  • Breakup kit components when adding Kit Parent to PO 
  • Breakup independent kit when adding Kit Parent to PO– Necessary for independent kits

Selling the individual components in Sellercloud

Additionally, if the vendor sells the product as a kit, you can sell the components of the kit as individual products within Sellercloud. When creating the individual components as separate products, the inventory of the components will update when the kit is received. This can be accomplished by calculating the components’ quantity in the kit.

To order the product by the case, but sell it individually only, read Understanding Quantities on POs.

Updating cost when ordering items as kits

If you’re ordering the item as a kit and would like the kit components cost to be updated accordingly, you must order the item as an independent kit and dis-assemble the kit quantity. This will split the kit cost to the components evenly.

If you would like to split the cost with a different ratio, this can be set on the kit before disassembling it:

  • Select the Kit > Toolbox Kit > Edit.
  • Go to Components > Edit the Cost ratio in percentages per component.sellercloud kit cost ratio

Transferring products to another PO

  1. Open a PO > Toolbox > Items.
  2. Go to the Items panel > Select items.
  3. Use the vertical ellipses to Transfer to other PO.sellercloud transfer to other po
  4. You can transfer to an existing PO or create a new one > Transfer.

You can not transfer all items in a PO. One item must remain on the original PO.


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