Creating Purchase Orders Manually in 3PLICITY (Merchant Guide)

This guide explains how to create and manage Purchase Orders (POs) manually in 3PLICITY as a Merchant. This functionality allows you to request product restocking, define suppliers, and track order progress within the platform.

Accessing Purchase Orders

1. Log in to 3PLICITY using your Merchant credentials.

2. From the left-hand navigation panel, click Purchase Orders.

3. Select In Progress.

This section displays all purchase orders that are currently active.

Creating a New Purchase Order

1. Click New Purchase Order.

The Purchase Order screen is divided into three main sections:

• Order Details

• Add Items

• Order Summary

Completing Order Details

In the Order Details section, provide the following information:

• Reference Number (optional identifier for your order)

• Notes (optional additional details)

• Expected Delivery Date (select using the date picker)

• Supplier

Adding a New Supplier

If no supplier is available:

1. Click the Add Supplier (+) button.

2. Enter supplier information:

   • Supplier Name

   • Email

   • Phone

   • Address (Line 1 and Line 2)

   • City

   • Postal Code

   • Country and State

3. Click Add Supplier.

The supplier will be saved and available for selection in the dropdown.

Editing a Supplier

• Click the Edit icon next to the supplier dropdown.

• Update the information and save changes.

Adding Products to the Purchase Order

In the Add Items section:

1. Click the Product dropdown.

2. Select a product from your existing inventory.

Once selected:

• Unit Price is automatically populated.

• You can enter or adjust:

  • Quantity

  • Tax Rate

3. Click Add to include the item in the order.

The item will appear in the items table below.

Managing Added Items

• Review the list of added items, including SKU, name, quantity, price, and totals.

• Use the Delete option to remove any item from the list.

Reviewing the Order Summary

The Order Summary section automatically updates as you add items and includes:

• Total number of items

• Total quantity

• Subtotal

• Tax amount

• Total order value

Review all details before submitting the order.

Submitting the Purchase Order

1. Click Create Purchase Order.

Once submitted:

• A confirmation message is displayed.

• A unique Purchase Order ID is generated.

• The order status is set to In Progress.

• The order is saved and displayed in your Purchase Orders list.

You will be redirected to the Order Details page, where you can review all information, including supplier, items, totals, notes, and delivery details.

Managing Purchase Orders

• Navigate back to Purchase Orders > In Progress to view your active orders.

• While a purchase order is in progress, you can cancel it using the Cancel Order option available in the order details view.

Order Visibility and Collaboration

• Once created, the purchase order is also visible to the associated 3PL company.

• The 3PL company can review and manage the order from their dashboard.

• If any issues arise (such as damaged or missing items), the 3PL company may add incidences to the order.

• You will receive notifications when incidences are added.

Tracking and Audit

• All purchase orders and related actions are recorded within the system.

• You can review order details and updates directly from the Purchase Orders section.

Summary

By creating Purchase Orders in 3PLICITY, you can:

• Request product restocking directly from the platform

• Manage suppliers and order details in one place

• Track order progress and status

• Collaborate with your 3PL provider for fulfillment and issue resolution

This process provides flexibility and control over your inventory replenishment workflow.