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Raise orders from the worklist

This is the recipe for turning what the reordering worklist proposes into draft purchase orders and transfers. See that page for how the net position is worked out and why a source placed first can absorb the whole need.

  1. Go to Purchasing → Reordering. The worklist lists every variant whose net position has fallen to or below its minimum, one row per variant and destination site. If nothing qualifies, the page reads "Nothing below reorder point".
  2. Read each row before deciding what to act on: Net is highlighted red once it's at or below Min; Suggested is the raw quantity needed to reach the maximum; Proposed sources lists what would supply the need, in priority order; and Shortfall appears when no source can cover the whole need.
  3. Tick the rows you want to raise.
  4. Select Raise selected.

What raising creates​

Raising produces drafts in a single pass, grouped so that everything covering the same order lands together:

  • A draft purchase order per supplier and receiving site — every ticked row resolving to the same supplier and the same receiving site lands on the same order.
  • A draft transfer per pair of sites — every ticked row moving between the same two sites lands on the same transfer.

A toast confirms what was created — "Raised N purchase orders and M transfers." They are drafts. Raising them doesn't send or commit anything on its own — open each one, check it, and take it through approval and sending or the equivalent transfer steps yourself. Nothing on the worklist turns into an order or a transfer until you tick rows and select Raise selected — reordering never places one on its own.

The quantity ordered can be higher than the quantity suggested​

The Suggested column on the worklist is the raw need — enough to reach the maximum. What actually lands on the draft order can come out higher, because two things round it up: a supplier's minimum order quantity acts as a floor, and pack size rounds the quantity up to a whole number of packs. Don't be surprised if a draft order's quantity doesn't match what the worklist suggested for it — the order carries the adjusted figure, the worklist shows the raw one.

Lines with no supplier price come through at zero cost​

If a variant has no live price from its supplier, its line is still raised — at a unit cost of £0, with a warning. The toast flags it: "N PO lines have no supplier price — unit cost defaulted to £0. Edit the draft before approval." and the affected line carries a No price badge on the order. Fix the unit cost on the draft before it goes any further — approving a line at zero cost is a mistake waiting to surface later.

A shortfall means no source could cover the whole need​

A Shortfall on the worklist means the rule's sources — transfers, a purchase order, or both — didn't add up to the full need between them. Raising still creates whatever could be sourced from what's ticked; the shortfall itself isn't resolved by raising — it needs a rule change, a different source, or accepting that this round won't fully top the variant back up.

Who can raise orders​

Raising selected rows needs the Create suppliers & purchase orders permission, together with permission to edit inventory. See purchasing permissions for what the supplier-side permission covers.