Configuration

Learn how to configure purchase order statuses, workflows, reorder settings, deliveries, and automation in Omnium. This guide covers all purchase order configuration options for administrators and developers.

Purchase order statuses

Purchase orders follow a configurable status workflow, similar to order types. Each status defines a step in the purchase order lifecycle, and can be configured with workflow steps that execute automatically when a purchase order enters that status.

Omnium includes a set of built-in status names that are used by default: New, InProgress, Completed, OnHold, OrderCanceled, and Deleted. You can override these or define entirely custom statuses to match your procurement workflow.

Purchase order status model

Property	Type	Description
Name *	string	Unique status name identifier
Order *	int	Sort order index defining the workflow sequence
DisplayName	string	User-facing display name in the UI
TranslateKey	string	Translation key for localized display
IsMainFilter	bool	Show this status as a main filter option in the purchase order list
IsCanceledStatus	bool	Mark orders with this status as canceled
IsConfirmedStatus	bool	Mark orders with this status as confirmed with the supplier
IsCompleted	bool	Mark orders with this status as completed
IsReadOnly	bool	Prevent editing of purchase orders in this status
WorkflowSteps	List<WorkflowStep>	Workflow steps to execute when entering this status
EnabledForTags	List<string>	Only show this status for purchase orders with these tags. If empty, the status is available for all purchase orders.
DisabledForTags	List<string>	Hide this status for purchase orders with these tags. Overrides EnabledForTags.

Workflow steps

Workflow steps on purchase order statuses follow the same model as order workflow steps.

Property	Type	Description
Name *	string	Workflow step name
Connector	string	Connector to use for the workflow step. Only required for connector-based actions (e.g. exports and notifications); built-in actions do not need it.
Active	bool	Whether the step should run
RunAfterOrderIsSaved	bool	Run the step after the purchase order is saved
StopOnError	bool	If true, the workflow stops and does not continue when this step fails
TranslateKey	string	Translation key for the workflow step name
IsInvisible	bool	Hide the result from the UI

Available workflow actions

These are the built-in workflow actions available for purchase order statuses:

Action	Group	Description
Notification	Notifications	Send notifications when a purchase order enters a status
ReleaseSuggestions	Inventory	Release reorder suggestions associated with the purchase order
ExportPurchaseOrder	Export	Export the purchase order to all configured purchase order export connectors
SetExpectedDeliveryDate	Enrich	Set the expected delivery date based on supplier settings or default values
RecalculateAtpValues	Enrich	Recalculate Available-to-Promise (ATP) values for inventories included in the purchase order
ExportDeliveries	Export	Export deliveries connected to the purchase order to configured delivery export connectors
ValidateOnErrors	Validation	Check the purchase order for errors. If errors are found, the workflow stops and does not proceed further.
CreateOrderFromPurchaseOrder	Modify	Create an order from the purchase order, using the supplier as the store. Only works if the supplier is configured as a store in Omnium. Requires `OrderType` and `MarketId` properties.
AddSupplierTagsToOrders	Export	Copy all tags from the supplier to the purchase order
EnrichLineItemsWithComponents	Enrich	Automatically enrich line items with product components by matching SKUs

Sample

"PurchaseOrderSettings": {
  "PurchaseOrderStatuses": [
    {
      "Name": "New",
      "DisplayName": "New",
      "Order": 1,
      "IsMainFilter": true,
      "WorkflowSteps": [
        {
          "Name": "ValidateOnErrors",
          "Active": true
        }
      ]
    },
    {
      "Name": "Confirmed",
      "DisplayName": "Confirmed",
      "Order": 2,
      "IsMainFilter": true,
      "IsConfirmedStatus": true,
      "WorkflowSteps": [
        {
          "Name": "ExportPurchaseOrder",
          "Active": true
        },
        {
          "Name": "SetExpectedDeliveryDate",
          "Active": true
        }
      ]
    },
    {
      "Name": "InProgress",
      "DisplayName": "In Progress",
      "Order": 3,
      "IsMainFilter": true,
      "WorkflowSteps": []
    },
    {
      "Name": "Completed",
      "DisplayName": "Completed",
      "Order": 4,
      "IsMainFilter": true,
      "IsCompleted": true,
      "IsReadOnly": true,
      "WorkflowSteps": [
        {
          "Name": "RecalculateAtpValues",
          "Active": true
        }
      ]
    },
    {
      "Name": "OrderCanceled",
      "DisplayName": "Canceled",
      "Order": 5,
      "IsCanceledStatus": true,
      "IsReadOnly": true,
      "WorkflowSteps": []
    }
  ]
}

General settings

These settings control calculations used for reorder planning and inventory cost analysis.

Property	Type	Description
StorageCostPercent	decimal	Storage cost as a percentage of inventory value. Used in inventory carrying cost calculations for reorder planning.
AverageDailyUsageDays	int	Number of historical days to use when calculating average daily usage (ADU) for products. A higher value provides a more stable average but is less responsive to recent demand changes.
LeadTimeSafetyMarginDays	int	Additional safety margin in days added to the supplier lead time. Accounts for variability in delivery times to reduce stockout risk.
DefaultAverageLeadTimeDays	int	Default lead time in days for suppliers that do not have a specific lead time configured. Used when calculating reorder points and expected delivery dates.

Sample

"PurchaseOrderSettings": {
  "StorageCostPercent": 12.5,
  "AverageDailyUsageDays": 90,
  "LeadTimeSafetyMarginDays": 3,
  "DefaultAverageLeadTimeDays": 14
}

Reorder suggestions

These settings control how reorder suggestions are generated and filtered.

Property	Type	Default	Description
ReorderSuggestionsMinQuantityRoundUp	bool	false	When enabled, suggested reorder quantities are rounded up to the nearest minimum order quantity defined on the product or supplier.
NonPurchasableAssortmentCodes	List<string>	null	Assortment codes that should be excluded from reorder suggestions. Products with any of these assortment codes will not appear in purchase order suggestions. Assortment codes are defined in product settings.

Sample

"PurchaseOrderSettings": {
  "ReorderSuggestionsMinQuantityRoundUp": true,
  "NonPurchasableAssortmentCodes": [
    "DISCONTINUED",
    "SEASONAL-ONLY",
    "CONSIGNMENT"
  ]
}

Internal transfers

These settings control automatic creation of internal transfer orders for pickup warehouses (e.g., stores that receive stock from a central warehouse).

This is intended for pickup-in-store and ship-from-store scenarios where incoming stock is received at a central warehouse, but the customer collects (or has the order shipped) from a different location. It applies to backordered goods that must first arrive centrally and then be transported to the customer's location. Instead of releasing a reservation as soon as goods arrive centrally, Omnium keeps the order reserved while the stock is moved to the pickup location the customer chose.

Property	Type	Default	Description
CreateInternalTransfersForPickUpWarehouses	bool	false	When enabled, internal transfer orders are automatically created for warehouses configured as pickup locations. This is used when a central warehouse distributes stock to store locations.
CreateInternalTransfersForPickUpWarehousesStatus	string	null	The status to assign to automatically created internal transfer orders. If not set, transfers are created with the default initial status.

How it works

When goods are received against a purchase order, Omnium normally adds the received stock to the receiving warehouse and immediately releases any sales order reservations that were waiting for that purchase order, making those orders ready to ship from the receiving warehouse.

When CreateInternalTransfersForPickUpWarehouses is enabled, this behavior changes for sales orders whose shipment is assigned to a pickup warehouse that differs from the receiving warehouse:

Internal transfers are generated automatically. For each affected purchase order, Omnium creates one internal transfer per destination pickup warehouse, moving the received quantities from the receiving warehouse to the pickup warehouse where the customer will collect their order. Transfer lines are grouped per product and quantities are summed across the linked sales orders.
Reservations are held in transit instead of released. Sales order lines tied to a pickup warehouse are kept in their "awaiting purchase order" state rather than being marked ready. The reservation is only resolved once the stock reaches the pickup location, so the order is not flagged as fulfillable while goods are still moving between warehouses.
Other reservations behave normally. Order lines that do not target a separate pickup warehouse have their reservations released as usual, up to the quantity actually received (allocated on a first-come, first-served basis by order creation date).

Status of created transfers

By default, the generated internal transfers are created with the standard initial purchase order status. Set CreateInternalTransfersForPickUpWarehousesStatus to automatically move each new transfer to a specific status after creation — for example, to confirm them immediately so they enter your fulfillment flow without manual intervention. When a status is configured, the transfer runs through the workflow steps defined for that status, just like a manual status change.

Sample

"PurchaseOrderSettings": {
  "CreateInternalTransfersForPickUpWarehouses": true,
  "CreateInternalTransfersForPickUpWarehousesStatus": "New"
}

Delivery settings

These settings control how deliveries (goods reception) are handled on purchase orders.

Property	Type	Default	Description
GoodsReceptionCompletedStatus	string	null	The purchase order status to set when goods reception is completed (all expected items have been received). If not configured, the status is not automatically changed on completion.
SetEstimatedTimeOfArrivalFromPurchaseOrder	bool	false	When enabled, the `RequestedDeliveryDate` from the purchase order is used as the `EstimatedTimeOfArrival` on deliveries created from the purchase order. Useful for propagating delivery expectations to downstream logistics.
IncludePackagesInPurchaseOrders	bool	false	When enabled, package information (bundled products and their components) is included in purchase order data. Enable this if your purchase orders need to track product packaging details.
OrderTypesWithAutomaticLineSplitting	List<string>	null	List of order types where order lines are automatically split when customer reservations exceed the available quantity on a delivery. For example, if a delivery has 10 units but 15 are reserved across orders, the order line with excess reservations is split so the available units can be allocated.

Sample

"PurchaseOrderSettings": {
  "GoodsReceptionCompletedStatus": "Completed",
  "SetEstimatedTimeOfArrivalFromPurchaseOrder": true,
  "IncludePackagesInPurchaseOrders": false,
  "OrderTypesWithAutomaticLineSplitting": ["Online", "ClickAndCollect"]
}

ETA-based order status updates

When a purchase order's estimated delivery date changes, Omnium can automatically update the status of sales orders that are waiting for stock from that purchase order. This is useful for keeping customers informed about delivery timeline changes.

Property	Type	Default	Description
UpdateOrderStatusWhenEstimatedDeliveryDateChanged	bool	false	Enable automatic order status updates when the estimated delivery date changes on a purchase order. When enabled, the two properties below become active.
UpdateToStatus	string	null	The order status to set on affected sales orders when the estimated delivery date changes. Only applies when `UpdateOrderStatusWhenEstimatedDeliveryDateChanged` is enabled.
DisabledForStatuses	List<string>	null	Order statuses that should be excluded from automatic status updates. Orders in any of these statuses will not be updated even if the estimated delivery date changes. Only applies when `UpdateOrderStatusWhenEstimatedDeliveryDateChanged` is enabled.

The UpdateToStatus and DisabledForStatuses settings reference order statuses from your order type configuration, not purchase order statuses.

Sample

"PurchaseOrderSettings": {
  "UpdateOrderStatusWhenEstimatedDeliveryDateChanged": true,
  "UpdateToStatus": "AwaitingDeliveryUpdate",
  "DisabledForStatuses": ["Completed", "Shipped", "Canceled"]
}

Display and printing

Property	Type	Default	Description
ShowCustomerReservationsOnPurchaseOrderPrint	bool	false	When enabled, customer reservations linked to purchase order line items are included on the printed purchase order document. Useful for suppliers who need to know which customers are waiting for specific items.

Sample

"PurchaseOrderSettings": {
  "ShowCustomerReservationsOnPurchaseOrderPrint": true
}

Properties and tags

Default properties

Default properties are automatically available on purchase orders. They provide structured fields for capturing additional data specific to your procurement process.

Property	Type	Description
Key	string	Property identifier
Value	string	Default value
ValueType	string	Data type (String, Number, Boolean, Date)
KeyGroup	string	Grouping category for organizing properties in the UI
ValueOptions	List<string>	Available options for dropdown selection
IsCustomValueOptionAllowed	bool	Allow free-text values in addition to predefined options
IsMultiSelectEnabled	bool	Allow selecting multiple values from options
ReadOnly	bool	Make the property read-only after creation

Highlighted properties

Configure which property keys should be displayed prominently on the purchase order detail page. Properties listed here are shown in a highlighted section for quick reference.

"PurchaseOrderSettings": {
  "HighlightedProperties": [
    "Priority",
    "BuyerName",
    "PaymentTerms"
  ]
}

Property	Type	Description
Name	string	Tag identifier
TranslationKey	string	Translation key for the tag label in the UI

Sample

"PurchaseOrderSettings": {
  "DefaultProperties": [
    {
      "Key": "Priority",
      "Value": "Normal",
      "ValueType": "String",
      "ValueOptions": ["Low", "Normal", "High", "Urgent"],
      "IsCustomValueOptionAllowed": false
    },
    {
      "Key": "PaymentTerms",
      "Value": "",
      "ValueType": "String",
      "ReadOnly": false
    }
  ],
  "HighlightedProperties": ["Priority", "PaymentTerms"],
  "TagSettings": [
    { "Name": "Domestic", "TranslationKey": "Tag_Domestic" },
    { "Name": "Import", "TranslationKey": "Tag_Import" },
    { "Name": "Urgent", "TranslationKey": "Tag_Urgent" },
    { "Name": "Dropship", "TranslationKey": "Tag_Dropship" }
  ]
}

Complete configuration example

Below is a comprehensive example showing all purchase order settings configured together:

{
  "PurchaseOrderSettings": {
    "PurchaseOrderStatuses": [
      {
        "Name": "New",
        "DisplayName": "New",
        "Order": 1,
        "IsMainFilter": true,
        "WorkflowSteps": [
          { "Name": "ValidateOnErrors", "Active": true }
        ]
      },
      {
        "Name": "Confirmed",
        "DisplayName": "Confirmed",
        "Order": 2,
        "IsMainFilter": true,
        "IsConfirmedStatus": true,
        "WorkflowSteps": [
          { "Name": "ExportPurchaseOrder", "Active": true },
          { "Name": "SetExpectedDeliveryDate", "Active": true }
        ]
      },
      {
        "Name": "InProgress",
        "DisplayName": "In Progress",
        "Order": 3,
        "IsMainFilter": true,
        "WorkflowSteps": []
      },
      {
        "Name": "Completed",
        "DisplayName": "Completed",
        "Order": 4,
        "IsMainFilter": true,
        "IsCompleted": true,
        "IsReadOnly": true,
        "WorkflowSteps": [
          { "Name": "RecalculateAtpValues", "Active": true }
        ]
      },
      {
        "Name": "OrderCanceled",
        "DisplayName": "Canceled",
        "Order": 5,
        "IsCanceledStatus": true,
        "IsReadOnly": true,
        "WorkflowSteps": []
      }
    ],
 
    "StorageCostPercent": 12.5,
    "AverageDailyUsageDays": 90,
    "LeadTimeSafetyMarginDays": 3,
    "DefaultAverageLeadTimeDays": 14,
 
    "ReorderSuggestionsMinQuantityRoundUp": true,
    "NonPurchasableAssortmentCodes": ["DISCONTINUED", "CONSIGNMENT"],
 
    "CreateInternalTransfersForPickUpWarehouses": true,
    "CreateInternalTransfersForPickUpWarehousesStatus": "New",
 
    "GoodsReceptionCompletedStatus": "Completed",
    "SetEstimatedTimeOfArrivalFromPurchaseOrder": true,
    "IncludePackagesInPurchaseOrders": false,
    "OrderTypesWithAutomaticLineSplitting": ["Online", "ClickAndCollect"],
 
    "UpdateOrderStatusWhenEstimatedDeliveryDateChanged": true,
    "UpdateToStatus": "AwaitingDeliveryUpdate",
    "DisabledForStatuses": ["Completed", "Shipped"],
 
    "ShowCustomerReservationsOnPurchaseOrderPrint": true,
 
    "DefaultProperties": [
      {
        "Key": "Priority",
        "Value": "Normal",
        "ValueType": "String",
        "ValueOptions": ["Low", "Normal", "High", "Urgent"]
      }
    ],
    "HighlightedProperties": ["Priority"],
 
    "TagSettings": [
      { "Name": "Domestic", "TranslationKey": "Tag_Domestic" },
      { "Name": "Import", "TranslationKey": "Tag_Import" },
      { "Name": "Urgent", "TranslationKey": "Tag_Urgent" }
    ]
  }
}

Configuration

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