Create Bulk Purchase Orders in Unisolve

Create Bulk Purchase Orders in Unisolve

How to Create Bulk Purchase Orders in Unisolve


Creating purchase orders for multiple products and suppliers individually can be time-consuming. Unisolve provides the Order Book feature to help generate bulk purchase orders based on reorder requirements such as minimum stock levels, specified quantities, or recent sales.

The system automatically prepares the required products along with their respective suppliers, allowing you to review the quantities and generate supplier-wise purchase orders in a few simple steps.

Follow the steps below to create bulk purchase orders.


Step 1: Open the Purchase Order Book

  1. Open Unisolve.
  2. Go to Purchase from the main menu.
  3. Select Purchase Order and click Purchase Order Book.
  4. Alternatively, press Shift + F3 to open the Order Book directly.
Reference Image:


Step 2: Set Reorder Criteria and Filters

Under Auto Create Y Reorder By, select the required basis:
  • Min. Level Basis: Generates reorder quantities according to the minimum stock level defined for the products.
  • Given Qty Basis: Generates orders using the predefined or specified reorder quantity.
  • Last Sale Basis: Calculates the reorder requirement based on the product's previous sales.

Select the appropriate method according to your purchasing requirements.

Reference Image:

Select Suppliers or Groups

You can also filter the products according to the required suppliers or groups.
  • Select the required supplier/group from Master Group.
  • Use Select All if you want to include all available suppliers.
Reference Image:


Consider Closing Stock

The Consider Closing option can be used to include the current closing stock while calculating the reorder quantity.

    • Keep Consider Closing selected when the available stock should be considered in the reorder calculation.
    • Uncheck it when the reorder quantity should be calculated without considering the current closing stock.
    • After selecting the required options, click OK.
Reference Image:


Step 3: Review the Reorder List

After processing the selected criteria, the system displays the products that need to be reordered.
 
  • Check the products and their respective suppliers.
  • Review the suggested reorder quantities.
  • If required, select a product and press Enter to modify its reorder quantity.
  • Select the required products for ordering.
  • Use Select All to select all displayed products when required.
  • Verify the Total Amount shown at the bottom.
  • Click OK to proceed.

    • Reference Image:


    Step 4: Generate Supplier-Wise Purchase Orders

    Once the reorder list has been processed, generate the purchase orders supplier-wise.

    1. Go to Purchase → Purchase Order → Order Book → Purchase Order.
    Reference Image:


  • The Date Range for the Report window will appear.
  • Enter the required From and To dates.
  • Press Enter.
  • The Supplier's List will be displayed.
  • To select all suppliers, press the * (asterisk) key.
  • Press Enter to continue.

    • The system will process the selected suppliers and generate the corresponding purchase orders separately for each supplier.


    Reference Image:


    Step 5: Verify the Generated Purchase Orders

    After the supplier-wise orders are created, verify the generated purchase orders.

      1. Go to Purchase → Purchase Order → Order Form. Alternatively, press Ctrl + F2 to open the Order Form.
      2. Review the purchase orders created for each supplier.
      3. Check the products, quantities, rates, supplier details, and total amounts.
      4. Make any required changes before finalizing the orders.

    This allows you to confirm that all selected products have been correctly distributed among their respective suppliers.


    Reference Image:


    Useful Shortcuts
    • Shift + F3: Open the Purchase Order Book.
    • Ctrl + F2: Open the Purchase Order Form.
    • Ctrl + O: Convert pending reorder entries into an active purchase order.
    • * (Asterisk): Select all suppliers from the Supplier's List.

    1. If you require support, please read: How to get online support (Guide & Video)
    1. To avail this facility, download our Latest Patch of Unisolve/Cross Software. Kindly read: How to Download Last Patch (Guide) to download the last patch.
    1. For more details, please make a ticket on swildesk.com.