Understanding Quantities on POs

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Setting quantities
Adapting your POs to meet the needs of your business and vendors is easy in Sellercloud.  The Purchasing feature gives you complete insight into various quantities including reorder, minimum, On Order, and more. Some vendors set specific required quantities for POs which can be set as static quantities to ensure you’re always meeting vendor requirements. This lets you focus on maintaining healthy relationships with your vendors while simultaneously fulfilling your inventory needs.

Check out these articles about PO creation and advanced actions:


Setting reorder quantity

The ReOrder Qty field sets a static quantity for purchasing. This field is only for directive purposes and is used for a baseline; the order quantity on a PO will not default to the ReOrder Qty. To access:

  • Product > Toolbox > Purchasing

However, if the amount ordered exceeds the ReOrder Qty (and the ReOrder Qty > 0), the item line on the PO will highlight in green to alert the user of a possible error in order quantity.

Reorder quantity is visible:

  • On the PO item line— Click the icon above SKU to open a window with purchasing and sales information
  • On the preview line— When adding products to a PO from the Manage Inventory page

Reordering inventory with low quantity

Sellercloud offers a service that lets you track inventory with low quantity and initiate reorders.

  1. Go to Inventory > Product > Toolbox > Purchasing.
  2. In the Inventory Low Notice On field, set an inventory low level at which the product will be filtered for notice of reorder.
  3. Set the field to a number for the Low Level quantity, for example 5 > Save.
  4. Go to Inventory > Unfillable Products.
  5. Select Below Inventory Low Level. As soon as this item’s inventory level dips below 5, it will appear in this grid.unfillable products search
  6. When selecting Unfillable Orders, all unavailable items of back orders will be listed in the grid. Use the Order drop down to filter items that have already been ordered. Please be aware that for this to work, the status of a PO must have been changed from Saved or Pending to Ordered.
    • You can also filter items by vendor so that the purchase order will only contain items for a particular vendor
  7. Select the items you want to order > Select Action > Add to Purchase Order.
  8. Another option is to drag and drop an item from the main grid into the purchase order cart. Then click Edit Cart and set up the rest of the purchase order on the following page.
When setting inventory low levels with a  bulk update, use the column header InventoryLowStockNotice.
Predictive purchasing can help you organize inventory levels and predict what quantities to order in the future based on the past sales. Predictive purchasing can also be set up to automatically create/suggest purchase orders via a schedule task. Read more here.

Setting minimum quantity

Vendors may have a minimum purchase amount per product, i.e. product x has a minimum qty of 6 that must be ordered. This setting will prevent the item from being added to a PO with less than the minimum qty. To set the minimum quantity:

  1. Open a product > Toolbox > Purchasing.
  2. Go to Minimum Qty for PO > Enter a quantity > Save.minimum quantity

In addition, the predictive purchasing calculations will factor in the minimum qty when returning the suggested order amount. For example, an item with a minimum PO qty of 6 for which the real suggestion is 15 will return an order qty of 18 (as a multiple of 6).


Understanding quantity On Order

The quantity On Order shows how many units are on an open PO. It is used to determine if and how many units must be ordered. After this is calculated for a given time period, the available and On Order quantities will be factored in to determine how much stock still needs to be ordered.

There are several places in Sellercloud where you can view the quantity On Order (quantity on an unreceived PO) of a product. For example, on the product’s Purchasing page and on the predictive purchasing page.
To view the quantity On Order, you must:
  • Approve or email the PO
  • Set the related order’s status to Ordered

You can set a PO Default that sets any new PO to Approved status.


Understanding case quantity

Check out this video about case quantities in Sellercloud.

Sellercloud supports purchasing by the case. This means you can purchase quantities by the case from a vendor and sell those products as individual units. When the purchase order for the case is received, the inventory of the individual units are updated based on predefined case quantities.

For example, let’s say you are selling a package of markers. Your vendor only sells them by the case, at 50 units per case. When ordering the SKU from the vendor, you must order the case quantity of 1, not the unit quantity of 50. With Case Quantity on the PO, you can order a case of 1, which will update your individual unit count by 50.

Likewise, you can set the cost per case instead of per item. Sellercloud will divide the case cost by the units and use that figure as the item cost.

Using the example above, if the cost per case is set at $40.00, that cost will be automatically set on the PO when ordering by the case. However, the $40.00 will be divided by the 50 units for an item cost of   $0.80 per package of markers.

To sell the item by the case and as an individual item, create the case as a kit. You can then add the kit to the PO.
      1. Go to Client Settings > Check Enable Per Case Qty Mode. 
      2. On the product level, click Toolbox > Purchasing.
      3. Locate the Qty Per Case field. Define the case quantity of the item, e.g., 50, > Save.
      4. Locate the Cost per Case field. Enter the cost per case if applicable ,  e.g., 40, and Save. This will be the default cost per case.cost per case and qty per case
        • Note: If you have multiple vendors for the case, you can set cost per case for each vendor separately on the Product > Toolbox > Vendor Prices, and under Settings > Toolbox > Vendors > Select Vendor > Products.
      5. After creating a PO, open its Action Menu > Choose Enable Per Case Qty.
        • To default to always create new POs in Per Case Qty mode,  save the client setting Enable Case Qty for new purchase orders.
      6. The PO will refresh with the following fields:
        • Qty Ordered— number of units ordered – Case Qty Case Qty to Order Qty Ordered
        • Case Qty Ordered— number of cases  ordered.
        • Qty/Case—  number of units  in a case
      7. If set, the cost case will be added, either the default case cost or based on the vendor selected for the PO.
      8. After receiving the case quantity on the PO, the inventory of the individual units will update based on the Qty Ordered.
When a PO has Case Quantity enabled, the quantity you add manually is the case quantity and the price is also per case price, not individual unit price.
When Case Quantity is set by default for Purchase Orders and you use Predictive Purchasing, the supplied units are added to the PO as Case Units.

Tracking pallet quantities

While you cannot purchase by pallet quantity, the pallet quantity of a product can be tracked on a PO. This feature works together with purchasing by the case and enables you to track how many pallets were ordered and how many units there are per pallet.

  1. Go to Client Settings > Check Enable Per Case Qty Mode and Display Qty per case and Qty per pallet on Product Home page (optional)
  2. At the product level, click ToolboxPurchasing.
  3. In the Qty Per Case field, enter the quantity of units per case; for example, 12 units per case.
  4. In the Qty Per Pallet field, enter the pallet quantity of the item (not the case quantity per pallet); for example, 240 units per pallet.
  5. Click Save.
    sellercloud setting qty per pallet and per case
  6. After creating a PO, Select Action > Enable Per Case Qty.
  7. To show the number of pallets, click Select Action > Print to PDF.

 

Setting quantities

Adapting your POs to meet the needs of your business and vendors is easy in Sellercloud.  The Purchasing feature gives you complete insight into various quantities including reorder, minimum, On Order, and more. Some vendors set specific required quantities for POs which can be set as static quantities to ensure you’re always meeting vendor requirements. This lets you focus on maintaining healthy relationships with your vendors while simultaneously fulfilling your inventory needs.

Check out these articles about PO creation and advanced actions:


Setting reorder quantity

The ReOrder Qty field sets a static quantity for purchasing. This field is only for directive purposes and is used for a baseline; the order quantity on a PO will not default to the ReOrder Qty. To access:

  • Product > Toolbox > Purchasing

However, if the amount ordered exceeds the ReOrder Qty (and the ReOrder Qty > 0), the item line on the PO will highlight in green to alert the user of a possible error in order quantity.

When setting inventory low levels with a  bulk update, use the column header InventoryLowStockNotice.

Reordering inventory with low quantity

Sellercloud offers a service that lets you track inventory with low quantity and initiate reorders.

  1. Go to Inventory > Product > Toolbox > Purchasing.
  2. Click Edit > Go to Inventory.
  3. Set a quantity for Inventory Low Stock Notice On (QTY). The product will be filtered for notice of reorder.sellercloud product purchasing set inventory low stock notice
  4. Save.
When setting inventory low levels with a  bulk update, use the column header InventoryLowStockNotice.
Predictive purchasing can help you organize inventory levels and predict what quantities to order in the future based on the past sales. Predictive purchasing can also be set up to automatically create/suggest purchase orders via a schedule task.

Setting minimum quantity

Vendors may have a minimum purchase amount per product, i.e. product x has a minimum qty of 6 that must be ordered. This setting will prevent the item from being added to a PO with less than the minimum qty. To set the minimum quantity:

  1. Open a product > Toolbox > Purchasing.
  2. Click Edit > Go to General.
  3. Set a Minimum QTY For PO > Save.sellercloud set minimum qty for PO

In addition, the predictive purchasing calculations will factor in the minimum quantity when suggesting the order amount. For example, an item with a minimum PO quantity of 6, for which the real suggestion is 15 will return an order quantity of 18 (as a multiple of 6).


Understanding quantity On Order

The quantity On Order shows how many units are on an open PO. It is used to determine if and how many units must be ordered. After this is calculated for a given time period, the available and On Order quantities will be factored in to determine how much stock still needs to be ordered.

There are several places in Sellercloud where you can view the quantity On Order (quantity on an unreceived PO) of a product. For example, on the product’s Purchasing page and on the predictive purchasing page.
To view the quantity On Order, you must:
  • Approve or email the PO
  • Set the related order’s status to Ordered

You can set a PO Default that sets any new PO to Approved status.


Understanding case quantity

Sellercloud supports purchasing by the case. This means you can purchase quantities by the case from a vendor and sell those products as individual units. When the purchase order for the case is received, the inventory of the individual units are updated based on predefined case quantities.

For example, let’s say you are selling a package of markers. Your vendor only sells them by the case, at 50 units per case. When ordering the SKU from the vendor, you must order the case quantity of 1, not the unit quantity of 50. With Case Quantity on the PO, you can order a case of 1, which will update your individual unit count by 50.

Likewise, you can set the cost per case instead of per item. Sellercloud will divide the case cost by the units and use that figure as the item cost.

Using the example above, if the cost per case is set at $40.00, that cost will be automatically set on the PO when ordering by the case. However, the $40.00 will be divided by the 50 units for an item cost of   $0.80 per package of markers.

To sell the item by the case and as an individual item, create the case as a kit. You can then add the kit to the PO.
To set case quantity:
  1. Go to Client Settings > Check Enable Per Case Qty Mode. 
  2. On the product level, click Toolbox > Purchasing.
  3. Click Edit > Go to the Inventory panel.
  4. Open the Case Information > Fill the Qty Per Case.sellercloud product inventory case qty
  5. Now, go to the Cost panel > Enter the Cost Per Case. sellercloud product set cost per case
  6. After creating a PO, click Actions > Enable Per Case Qty.
    • To make this setting default for all POs, go to Client Settings > Enable Case Qty for new purchase orders.

The PO will refresh with the following fields:

  • Qty Ordered— number of units ordered – Case Qty Case Qty to Order Qty Ordered
  • Case Qty Ordered— number of cases  ordered
  • Qty/Case—  number of units  in a case

If set, the cost per case will be added, either the default case cost or based on the vendor selected for the PO. After receiving the case quantity on the PO, the inventory of the individual units will update based on the Qty Ordered.

When a PO has Case Quantity enabled, the quantity you add manually is the case quantity and the price is also per case price, not individual unit price.
When Case Quantity is set by default for POs and you use Predictive Purchasing, the supplied units are added to the PO as Case Units.

Tracking pallet quantities

While you cannot purchase by pallet quantity, the pallet quantity of a product can be tracked on a PO. This feature works together with purchasing by the case and enables you to track how many pallets were ordered and how many units there are per pallet.

  1. Go to Client Settings > Enable Per Case Qty Mode.
  2. At the product level, click ToolboxPurchasing > Edit.
  3. Go to the Inventory panel > Case Information > Enter a Qty Per Case and Qty Per Pallet.
    • When entering a Qty Per Pallet, enter the pallet quantity of the item, not the case quantity per pallet. sellercloud product qty per pallet
  4. Click Save.

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