Creating a PO from the Inventory Table

Subsection to add to your existing 04_01_creating-pos.md file

Insert this section after your main "How to Create a PO" steps, before "Next Steps" or "Related" section.

---

Creating a PO from the Inventory Table

The fastest workflow starts directly from the Inventory table using a saved view.

Why This Method

You filter to only products that actually need reordering (e.g., Grade A + Running Low), then order exactly what matches your criteria. No risk of accidentally ordering items with healthy stock.

Steps

Step 1: Open a replenishment saved view
├─ Status: Running Low or Stock Gap
├─ Grade: A
└─ Optional: Filter by supplier or location

Step 2: Multi-select the products you want to reorder

Step 3: Click "Add to PO"
├─ Choose: Create new PO
└─ Or: Add to existing PO

Step 4: Fill in the PO form
├─ Quantities
├─ Unit costs
├─ Discounts
├─ Shipments
├─ Payments
└─ (Same as manual PO creation)

Real Example

Morning routine:
├─ Open "Grade A – running low – 30 days" view
├─ 15 products show up
├─ Select all 15
├─ Click "Add to PO"
├─ Creates new PO with those 15 products
├─ Add quantities based on supply plan recommendations
├─ Send to supplier
└─ Done in 10 minutes (vs. building PO from scratch)

This approach keeps you focused on high-priority reorders and prevents over-ordering.

---

End of subsection. Insert above before "Related" or "Next Steps" in your existing file.