Purchase Order Steps

Overview

Purchase order steps handle the creation of purchase orders and deliveries from sales orders. They support drop-shipping, internal transfers, and goods receipt scenarios.

Available Steps

Common Use Cases

Drop-Shipping

Create purchase orders for supplier fulfillment:

New Order → CreatePurchaseOrderFromOrder → Export to Supplier

Internal Transfers

Move inventory between warehouses:

New Order (store pickup) → CreateInternalTransferFromShipment → Transfer Created

Inter-Store Orders

Create sales orders from purchase orders when supplier is another store:

Store A creates PO → PO Confirmed → CreateOrderFromPurchaseOrder → Order created on Store B

Goods Receipt

Record deliveries when shipments arrive:

Shipment Received → CreatePODeliveryFromShipment → Inventory Updated

Purchase Order Linking

Sales orders and purchase orders are linked via external IDs:

• LinkedToPurchaseOrderId: Links sales order to its purchase order
• CreatedFromSalesOrderId: Links purchase order back to originating sales order
• PurchaseOrderId (on OrderForm): Links sales order created from a purchase order

This enables:

• Tracking which POs belong to which orders
• Matching deliveries to original orders
• Inter-store transfer traceability
• Reservation management across documents

Integration with Allocation

Purchase order steps work with allocation steps:

1. TryReallocateToPurchaseOrder: Allocates order lines to existing POs
2. CreateInternalTransferFromShipment: Creates new POs for unreserved items
3. CreatePODeliveryFromShipment: Records goods receipt

This provides a complete flow from order to fulfillment for complex sourcing scenarios.