Link a WFS Shipment Plan to a PO


Overview

Linking and Copying a WFS Shipment Plan to a Purchase Order is a convenient way to order quantity for WFS. Note that you can only link one WFS shipment plan to one purchase order.

App Setting EnablePOAndWFSWorkFlow must be enabled for this workflow. Contact Sellercloud Support to ensure that this setting is enabled for your account.
You can only link to an existing PO if there are no items in that PO.


There are four WFS Shipment Plans to PO Sync Options:

  • Link To New PO and Link To Existing PO. These will copy this shipment’s items to a PO and connect the WFS Shipment to the PO so that your vendor can ship directly to WFS.
  • Copy To New PO and Copy To Existing PO. These will copy this shipment’s items to a PO.

To associate a WFS Shipment Plan with a particular Purchase Order:

  1. Navigate to Inventory > WFS Shipment Plans > Manage WFS Shipment Plans.
  2. Search for a Shipment and open it.
  3. Navigate to the Shipments Panel and select one.
  4. Action Menu > Generate/Sync PO.
  5. You will be redirected to a new page, where you will see:
    1. Link to New PO
    2. Link to Existing PO
    3. Copy to New PO
    4. Copy to Existing PO
  6. Choose an option and click Next.
  7. You will need to enter a new/existing PO Name and a Vendor if you’re linking/copying to a new PO.
  8. Click Finish.
You can easily unlink a WFS Shipment Plan from a PO. Just open the PO > Action Menu > Unlink from WFS Shipment Plan. The items that were copied over will remain, but the connection will be broken.

Overview

Linking and Copying a WFS Shipment Plan to a Purchase Order is a convenient way to order quantity for WFS. Note that you can only link one WFS shipment plan to one purchase order.

App Setting EnablePOAndWFSWorkFlow must be enabled for this workflow. Contact Sellercloud Support to ensure that this setting is enabled for your account.
You can only link to an existing PO if there are no items in that PO.

There are four WFS Shipment Plans to PO Sync Options:

  • Link To New PO and Link To Existing PO. These will copy this shipment’s items to a PO and connect the WFS Shipment to the PO so that your vendor can ship directly to WFS.
  • Copy To New PO and Copy To Existing PO. These will copy this shipment’s items to a PO.

To associate a PO with a particular WFS Shipment Plan:

  1. Navigate to Inventory > WFS Shipment Plans.
  2. Search for a Shipment and open it.
  3. Select a Shipment from the grid > open the Action Menu > Generate/Sync PO > Go.
  4. You will be redirected to a new page, where you will see:
    1. Related POs – a dropdown with any POs already linked to the Shipment Plan.
    2. Vendor – select the vendor from who you will purchase the items for the Shipment.
    3. Link to PO – depending on this checkbox, the items will either only be copied to the PO, or you will link the PO to the Shipment Plan.
    4. Add to Existing PO# – if left empty, a new Purchase order will be created.
    5. Grid – will display all the SKUs on the selected shipment with a field for the quantity you want to order from the vendor.
  5. After you have filled in all the required fields, press Create Purchase Order.

Once you establish the link, you will see a new field on the WFS Shipment Plan called Ship by Vendor, as well as Related PO(s) with a hyperlink that can take you to the selected PO.

You can easily unlink a WFS Shipment Plan from a PO. Just open the PO > Action Menu > Disconnect from WFS Shipment Plan. The items that were copied over will remain, but the connection will be broken.

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