This article outlines the steps to create a new Product Purchase Order (PPO) from within the Product Costing module. Once a style has been created and is in a ‘Locked’ status, a PPO can be created and linked directly to the Job/Style. 


PURPOSE

To guide users in initiating a Product Purchase Order from an existing Job/Style within Product Costing, ensuring a smooth transition from planning to procurement.


KEY BENEFITS

  • Ensures purchase orders are generated from approved and locked styles, improving accuracy

  • Reduces manual re-entry of product details, saving time and minimizing errors

  • Strengthens integration between costing, procurement, and production planning

  • Enables detailed tracking and reporting of POs via the print and email functions

  • Supports planning accuracy with options for backward planning and process tracking

 

FOLLOW STEPS BELOW:

 

1. Click on ‘Product Costing’

2. Apply relevant search filters and apply search criteria

3. Capture search criteria and Click ‘Search’

4. Click on ‘Details’

5. Click on ‘PPO Items’ within the details section of the Job/Style

6. Click on the ‘Add’ icon i.e. Green +

7. Within the ‘New Product PO’ window add the ‘Due and Ship’ Dates. If required tick to apply ‘Backward Planning’ and select a ‘Process’.

8. Click ‘Ok’

9. Minimize ‘PPO Details’

10. Drag ‘Product’ into the ‘Line Item’ section

11. Check and Update ‘Unit Price’

12. If required check and 'Add ‘Units’

13. Close

14. Change Status to ‘Approved’ and if applicable change Status to ‘Issued’ 

15. Click ‘Print’ to generate a PPO Report

16. When prompted, select to print ‘Local Order Cut Sheet’ or ‘Import Product Purchase Order’ and ‘Yes’ or ‘No’ to add image. Note that the report can be printed, emailed or saved as a PDF 


ADDITIONAL NOTES

A Job/Style must be in a Locked status to initiate a PPO.

Always review pricing and quantities before issuing the PPO to ensure procurement accuracy.

Backward Planning can help align internal processes with the required delivery timelines.

Utilize the print/email functions to quickly share the PPO with suppliers or internal departments.

 

NB. For a quick tutorial watch below