====== ✅ Purchase Order (PO) Workflow ====== CushionsERP has a Purchase Order (PO) module and can assist in semi-automated procurement when raw materials fall below minimum stock. Here's the breakdown: ===== ✅ How to Manually Create a Purchase Order (PO) ===== Go to: **Purchases > Orders > New Order** 👇 **Step-by-step:** - Select Supplier *Must already be created (from Third Parties module)* - Choose Warehouse (if stock is managed) - Add Product Lines * Choose items from your product list * Quantity, price, and taxes are editable * You can also add: - Free lines (e.g., custom text) - Discount lines - Validate * Generates a PO number * Locks the PO from major changes * You can now download as PDF - Send to Supplier * Send via email or download PDF - Receive Goods * Use ''Create Reception'' button * System updates stock levels - Convert to Supplier Invoice * Once received, you can create an invoice from the PO ===== 🔁 Auto-Trigger Purchase Orders (When Stock Is Low) ===== CushionsERP does not fully automate PO creation, but it provides tools to guide you in generating them based on stock alerts: ==== 🧠 Feature: Virtual Stock / Stock Alerts ==== **Step 1: Set Minimum Stock** Go to: **Products > Your Product > Stock** Set: * Desired stock level * Minimum stock threshold **Step 2: Use "Replenishment" Tool** Go to: **Products > Tools > Replenishment** * This tool scans all products * If stock < minimum threshold: - It shows which ones need restocking * You can select lines and click: * ''Create Supplier Order(s)'' ✔️ CushionsERP will: * Pre-fill PO for each supplier * Suggest quantities based on reorder logic * Allow you to edit and confirm 💡 You can even split orders by supplier automatically. ===== 📦 Bonus: Multi-Level BOM Purchasing ===== If you're using the Manufacturing module with BOMs: * It can suggest purchases of components needed to produce finished goods, based on current stock. ===== ⚙️ Automation via Modules (Optional) ===== For **automatic PO generation**, consider: * External modules (e.g., AutoOrder, Low Stock Auto PO from Dolistore) * Custom scripting via triggers/hooks ===== 🧭 Summary ===== ^ Feature ^ Supported in CushionsERP? ^ | Manual PO creation | ✅ Yes | | Low-stock alert | ✅ Yes | | Auto PO suggestion (Replenish) | ✅ Yes (semi-auto) | | Fully auto PO creation | ❌ Not native, needs module/script | | PO → Receive → Invoice workflow| ✅ Fully supported |