Generate PO
Generate SO Items
POs can be generated after Sales Orders with today's Expected Shipment Day are created and Confirmed.
Go to Zoho Creator -> Generate SO Items
Last Synced Status: shows the status of last synchronization of Zoho Analytics
Last Synced Time: shows the last time Zoho Analytics was synchronized
Last Page Refreshed: shows the last time when current page was refreshed and those 3 statuses were checked
1. Sync Zoho Analytics
Sync from Zoho Analytics
click Go to Zoho Analytics button -> a new page with Zoho Analytics will be opened. Go to Data Sources and click Sync Now near Zoho Inventory. The status will be changed to Sync in Progress. It will take ~15 minutes to finish synchronization. You should see Data Sync Successful before proceeding to next step. To check the status, please, refresh the page.
Sync from Zoho Creator
Click 1. Sync Zoho Inventory Data in Generate SO Items page. The page will be refreshed and status will be changed to Sync in Progress. It will take ~15 minutes to finish synchronization. You should see Data Sync Successful before proceeding to next step. To check the status, please, refresh the page.
2. Generate Ordered Items
When the Analytics Sync is finished and you see the status Last Synced Status: Data Sync Successful click 2. Generate Ordered Items Table click 2. Generate Ordered Items Table
The progress screen will be displayed and then Ordered Items list will be displayed
The ordered items are sorted by Vendor Name and Item Name.
Preferred Vendor is automatically assigned as a Vendor for the Item. Vendor can be changed from the dropdown. Only vendors assigned to this item in Vendor-Item Relations report will be shown in dropdown for selection.
Order Qty is automatically calculated as rounded up suggested qty. When suggested Qty is minus or 0, the Order Qty will be empty
Suggested Qty is calculated as SO Qty - On Hand + buffer
Ordered Items can be filtered by selecting Vendor from the dropdown. To filter by empty vendors select No Vendor in the dropdown
Select Filter by empty Ordered Qty to see items with no Ordered Qty assigned. Those items will be skipped in PO
The new item can be added by clicking Add New button on the bottom of the items
Each time the updates are added to the screen, please click Save button on the bottom of the screen. Filtering by Vendor on the top screen and using Filter by empty Ordered Qty will refresh the page without saving changes on the screen. When there are duplicates for the same Vendor-Item on the screen, the alert will shown when Save is clicked.
If this is intentional, click Confirm: Yes on the bottom of the screen before Saving
Generate PO
When ready to create POs. Go to Zoho Creator -> Generate PO
The warning will be shown on the top of the screen if there are duplicate entries for same Vendor-Item
The items without Vendor or without Ordered Qty would be skipped in PO.
Click Generate PO button. The progress screen will be shown
When POs are created, the success message will be shown on the top of the screen
Go to Zoho Creator -> Generate SO Items. The items from Sales Orders, but not added in PO will be shown here. Confirm they were skipped intentionally, or update Ordered Qty, Vendor and Save. Then additional PO can be generated for missing items by repeating the steps:
Go to Zoho Creator -> Generate PO
Click Generate PO button.
When POs are generated. Go to Zoho Inventory -> Purchase Order and confirm Purchase Orders are created
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