How to Create and Edit Material Purchase Orders

Material Purchase Orders can be created to order raw materials from your suppliers. Uphance, an apparel ERP, will help you build an order for your supplier with the quantities necessary to cover your sales and production. If you add sales later, Uphance can let you build an order for the additional materials or increase quantities in an existing tentative order.

Each material order is linked to a particular supplier. You'll need to enter your supplier's details on the Company's page and associate your raw materials with that supplier before building your material order.

Navigate to Production / Purchasing >> Purchase Orders. Then click the Actions button and select New Production Order

After that, select a Supplier, Season, and the Material Warehouse you want to ship to. After that, Click "Create Purchase Order".

After completing the above form, you will then see your Draft Purchase Order.  If you need to change your Materials coming to Warehouse, you can do that in the header by clicking on the blue Warehouse you previously selected.

Directly below the header information you'll see an empty material order for the chosen supplier.  Below the (empty) order content you will see an area containing suggested materials and quantities that you can quickly add to the order based on confirmed sales.  In the example below, we added the suggested Red button.  If we also want to add the Soft Cotton, we would click the "Add to Order" button.

If you don't see anything in this area, then make sure that:

Provided that the material is associated with the supplier, you can add any material (regardless of its requirement status) to the order by searching by name or reference with the search box in the suggestions area.

Note that the suggestions area shows only materials needed to satisfy Confirmed Customer Sales.  You can use the down arrow if you want to also show those materials on Material Orders.  Be sure to click the "Refresh" button on the top right if you change this view.

Feel free to modify the quantity field.  You may want to order more than what was required to fill customer sales orders.
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Once all of your materials have been added, click the SAVE button.

If you need to make changes to the label, ship to location, shipping cost or tax information, click the pencil in the top right of the material purchase order.  

Be sure to click the Update button when you have made your changes:

When you have finished building your material order, click "Confirm Order" button at the top right of the page.  Otherwise, your Material Purchase Order will remain in Draft mode. 

Later, if you decide you do not want it to be a confirmed order, you can click the "Revert to Draft" button.   In addition, once you receive all of your products from your supplier, you can mark the Purchase Order as "Complete".

You can download (PDF), print or email the purchase order PDF via the documents drop-down above the order contents:

In the top right corner of the screen, use the "Check In" button to indicate whether the materials have been received.  If you make an error, you can use the "Reverse" button as well to back out the "check-in".  When you "Check In" a material, you are indicating that it has been received and it will reduce your "on ordered" quantity and add it to your "in stock" quantity.

Using an example of "Soft Cotton" materials on a confirmed Purchase Order, watch what happens to our "Before Check In" and "After Check In" quantities in our Material Inventory.

Material Inventory "Before" Check In

The quantities listed in the table below reflect all Warehouses.  You can filter on the Warehouse you want to see using the drop-down on the right corner of your screen.  Or, look for the Warehouse in the Warehouse column.

After Check-In, the quantity "Ordered" for a warehouse is then set to zero.