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Magento Purchase Order Management

Magento Purchase Order is one module in our Omnichannel solution for Magento retailers. (available for both Magento 1 and Magento 2). We give you a powerful tool to help to manage your suppliers, quotations and purchase orders inside your Magento admin


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Purchase Order Management refers to sourcing products from different suppliers. Keeping products transferred smoothly from suppliers to your warehouse is the key factor of your hit. The Magento Purchase Order Management module would help you do this. It allows you effectively to enhance your operation routine like creating purchase orders, sending a request for quotation, or adding suppliers to a product. The module has a very intuitive backend interface so you or your administrators will easily master it.

magento purchase order management

Overview

As your business grows, it is possible for you to buy products from several suppliers. This means you will need a intuitive system that can support efficient purchase order and supplier management. It's for this reason that Purchase Order module for Magento is built to keep the default activities related to purchase management under control. Eager to know more? Take a quick look at its main features.

  • Manage purchase orders in 4 statuses: New, Pending, Processing and Completed
  • Offer 2 ways to create new purchase orders: Add manually or Convert from quotations
  • Receive, return, invoice products in a purchase order and transfer deliveries to warehouse(s)
  • Manage suppliers and pricelist of each supplier
  • Notify suppliers on purchase orders and quotations via advanced emails
  • Display and record which purchase order step you are in

1. Manage Suppliers

The Magento Purchase Order module empowers supplier management on your Magento site. The Supplier features allow you to view all suppliers in a grid with the detailed information like supplier name, supplier code, total SKU, date of the last order, and purchase order value. Besides, just with a few simple steps you can add new suppliers or edit the existing ones, change status or delete suppliers in bulk.

Also, our Magento Purchase Order Management let you create an account on front-end page for your suppliers. They can access it to update the quantity of product, the cost with ease.

purchase order management

2. Assign Products to Suppliers

To make your daily work more simple and efficient, the Magento 2 Purchase Management module offers the posibility to assign products to suppliers via a CSV file.

Otherwise, you can still do everything manually. If you are not clear about the format of the CSV file, you can download our sample file.

purchase order management

3. Add Products to Quotations

There are 5 ways to add/update the products to a quotation. Simply import them via a CSV file or add manually from: all store's products, low stock product list, the supply needs product list, or back sales product list. (Low stock alert and Supply needs forecast are parts of Magestore's Inventory Management module for Magento)

As for quotations, their list and details will be displayed in a listing page. You can easily search, filter and sort the list of quotations on one or multiple conditions.

purchase order management

4. Export Quotations

Each quotation can be easily exported via CSV or XML files.

purchase order management

5. Send Quotations

In our Magento Purchase Order Management module, sales staff can effortlessly email quotations to suppliers right in the system only with one click.

purchase order management

6. Create Purchase Orders

Purchase Orders is one of the most difficult parts to handle in inventory management but with the help of Magento Purchase Order Management module, you can effectively optimize the daily routine. Our module allows you to create a new purchase order manually or convert it from a quotation. If you have had quotations in the system, we do recommend you to convert them to purchase orders, which saves 90% of your time and eliminates any error.

In addition, the products can be added/updated to purchase orders via a CSV file or add manually as we mentioned in the Quotation feature. And you can easily transfer received products to the warehouse. Like quotations, purchase orders can be also viewed as well as filter and sorted according to multiple conditions. All data can be exported via CSV file or XML.

Feeling overwhelmed? If you're looking for a simple Purchase Order template generator only, check out our FREE purchase order maker tool here.

purchase order management

7. Track List of Purchase Orders

Tracking the list of purchase orders never becomes a problem with Purchase Order for Magento. This information can be collected in Manage Supplier section.

purchase order management

8. Manage Purchase Orders

There are 4 steps of controlling a purchase order. Tentative purchase orders can be marked as "Pending", and when you start adding products to purchase order it can be marked as "Processing". Once you received products on purchase orders and transfered it to the warehouse, you are able to mark it as "Completed".

purchase order management

9. Complete/Cancel/Refund Purchase Orders

Magento Purchase Order Management module gives the ability to track steps from the actual date the products were received to which it is transfered to the warehouse. All received, refunded and transferred products are managed in a single page. Related operations are very simple. You can complete or cancel purchase orders at any time but you should notice that: After the order is canceled, you can not receive, return products or complete it. Vice versa, if you complete a purchase order, you can not cancel it, receive or return products but you can still transfer products into warehouses.

purchase order management

10. Payment Methods

Purchase Management allows you to view, create or delete payment methods and payment terms for purchase orders.

purchase order management

View Full Feature List

Supplier Management

  • Manage the supplier list with detailed information: Supplier Name, Supplier Code, Contact Email, Status
  • Create/edit a supplier with information: Supplier information, Mailing Address, Product List (SKU, supplier SKU, cost, discount, tax) and Pricelist
  • Import products to the supplier with a CSV file
  • Manage the pricelist for each supplier
  • Remove the pricelist for each product
  • Mass remove or mass update the pricelist of the supplier
  • Import pricelist easily with a CSV file

Quotations

  • View the list of quotations on the website and their information
  • Search, filter and sort the list of quotation on one or multiple conditions
  • Export the list of quotations to CSV or XML files
  • Create a new quotation with related information in the quotation listing page
  • 5 ways to add/update products to a quotation: manually from all stores’ products, low stock product list, supplier needs product list, from back slaes product list and via a CSV file
  • Send a quotation email to the suppliers

Purchase Orders (PO)

  • View the list of POs on the website and their information
  • Search, filter and sort the list of POs on one or multiple conditions
  • Export the list of PO information to CVS or XML files
  • Create a new PO with related information in the quotation listing page
  • Convert a quotation to PO
  • 5 ways to add/update products to a PO: manually from all stores’ products, from low stock product list, from supplier needs product list, from back sales product list and via a CSV file
  • Confirm or cancel a PO
  • Send a confirmation request for a PO to suppliers
  • Receive/refund products in a PO
  • View the shortfall item list of a PO
  • Print a PO as a PDF file
  • View activity log (history) of a PO
  • Mark a PO as Complete at any time
  • View the list of PO from a supplier
  • View/create/delete payment methods and payment terms for POs

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Magento Purchase Order Management is one module in our Omnichannel solution for Magento retailers. (available for both Magento 1 and Magento 2). In order to get this module, you can see our pricing plan

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