Purchasing Based on the Reports

In Kladana, you can create Purchase Orders based on the following reports:

• Purchasing Management Report — a Purchase Order is generated according to the forecasted demand for the upcoming days.
• Stock Report — a Purchase Order is based on the Reorder Point.

You can also create Purchase Orders based on Sales Orders.

Create Purchase Order based on the Purchasing Management Report

1. In the workspace, go to Purchases → Purchasing Management.
2. Click +Purchase Order and choose one of the following options:
   • Common — a single Purchase Order is created without a specified supplier. A supplier can be assigned manually.
   • Split by Suppliers — multiple Purchase Orders are created, each assigned to the supplier specified in the product details.

Each Purchase Order can contain up to 500 items. If the number of items exceeds this limit, multiple orders will be created automatically.

Create Purchase Order based on the Stock Report

1. In the Kladana workspace, go to Inventory → Stock.
2. Click Replenish Stock. An Internal Order will be created.
3. Navigate to Inventory → Internal Orders. Select one or multiple Internal Orders from the list using checkboxes.
4. Click Add Related and choose one of the following options:
   • Purchase Order (total qty) — all products from the Internal Order will be added to the Purchase Order.
   • Purchase Order (missing stock qty) — a Purchase Order is created considering committed and awaiting stock.

The committed stock level is replenished up to the Reorder Point.