Logiwa's configurable purchase order types give you the ability to create categories that match your specific business needs. Once you create these PO types, you can select them when creating or editing purchase orders. This article will take you through setup and explain each parameter in detail.

Please note the system does not allow receiving for a purchase order with the Completed status.

Step-by-Step Guide

To begin, navigate to the Data Setup screen.
Select Purchase Order Type from the left sidebar.

Click Create New PO Type to proceed.
- A type named Purchase Order is included as a system default.

Create New PO Type Parameters

The Create New PO Type sidebar will open. Explanations for each available parameter are below.
- Please note that the parameters that are enabled/disabled will only apply to the created PO type.

Field	Description
PO Type Name*	Name for the purchase order type being created. Displayed under PO Type when receiving a purchase order. Required field.
Allow Exceed Quantity	When enabled, allows you to receive more items than planned when receiving purchase orders. Allows you to receive SKU that don't exist in the PO line as long as Allow Update When Started is also enabled.
Warn When Quantity Exceeds	When enabled, the system will warn you if expected quantity is exceeded within your purchase order. This toggle cannot be enabled if Allow Exceed Quantity is disabled.
Auto Complete Purchase Order	When enabled, once you are done with the last receiving line of the purchase order, it will automatically complete without further action on your part. Keep in mind that you cannot receive additional lines to a manually completed or automatically completed purchase order.
Lot Batch Number Match	When enabled, scanned lot batch number(s) must be identical with the predefined number(s) entered to the received line while creating the order.
Expiry Date Match	When enabled, scanned expiry date(s) must be identical with the predefined date(s) entered to the received line while creating the order.
Production Date Match	When enabled, scanned production date(s) must be identical with the predefined date(s) entered to the received line while creating the order.
Allow Update When Started	When enabled, purchase order lines can be updated unless they have been received. When disabled, the purchase order lines are locked. Allows you to receive SKU that don't exist in the PO line as long as Allow Exceed Quantity is also enabled.
Allow One By One Receiving	When enabled, products in the order must be scanned one at a time.
Allow Create Without Product	Allows the creation of purchase orders without adding a product.
Pack Type Match	Requires that the pack type being received matches the one assigned to the product.
Cross-Dock Receiving	When enabled, purchase orders with this type can be used for cross-dock receiving.

With these definitions in mind, fill in the PO Type Name and set the necessary parameters.
Click to Save to finalize your purchase order type. You will receive a confirmation message once it has saved successfully.

The created PO type will now be available in the Purchase Order Type list.

What you've created will be displayed in Create/Edit screens for purchase orders under PO Type*, as shown below:

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Create a Purchase Order

Edit a Purchase Order

PO Receiving Report

Receiving by Purchase Order (Mobile)

Shipment Order Type Creation

Step-by-Step Guide

Create New PO Type Parameters

Field

Description

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