Skip to main content

One purchase order for more than one customer - avoiding supplier minimum orders

If you want to send one PO for a supplier for multiple customers, for example to avoid minimum order charges

Check items have a supplier

1. On the Job/Sales Orders make sure the items have a supplier

Job line items table with the Supplier column highlighted, showing a supplier name and a Min Order £50 badge

Filter line items by supplier

2. Click on the line items screen view

Jobs Kanban board with the line items view icon circled at the far right of the view toolbar above the Sort dropdowns

3. This shows line items from all the Jobs/Sales Orders

Order Items screen listing T-shirt line items from multiple jobs, with the Dates filter set to Today highlighted

4. Select the date and status you want to filter by

Order Items screen with the Dates filter dropdown open and the All Time and Today options highlighted

5. Click "More Filters" to select the supplier you want to create the PO

Job items list with status filters on the left and the More Filters button highlighted below Clear Filters

6. Click "- Item Supplier"

Search Config filter panel with the Item Supplier filter highlighted under the Information group in the filter list

7. Select the supplier or suppliers

Filters panel with Item Supplier selected, showing the list of supplier checkboxes with one highlighted to select

8. Click here.

Item Supplier filter panel with Cedar Group included, highlighting the Apply Filters tick button at bottom left

Create the purchase order

9. Click on the bulk action/lightening icon

Order Items list with the lightning icon highlighted in the top toolbar, showing the "Manage multiple Order Items" tooltip

10. Click "Create Purchase Order"

Order Items list with the Manage multiple Order Items menu open, highlighting the Create Purchase Order option

11. Select the items to add to this purchase order

Order Items list filtered by supplier, with the select-all checkbox in the table header highlighted to choose items

12. Click the tick

Items list with four T-shirt rows selected and the tick button, labeled Create, highlighted beside the search bar

13. Click "Create Purchase Orders"

Create Purchase Orders panel with grouped supplier line items, highlighting the purple Create Purchase Orders button

14. Select the pre-build and the PO will be created

Create Purchase Orders dropdown open with "From a Pre-Build" options, Standard highlighted, above the grouped line items table

Learn more: purchase orders in Zigaflow

Related Articles
Did this answer your question?