Purchase Order Extension For Magento 2

Our seasoned team at VDC Store (Hyperlink: https://www.vdcstore.com/) boasts extensive experience in developing robust and innovative extensions that seamlessly integrate with your Magento 2 platform. We focus on enhancing user experience and optimizing performance, ensuring our extensions cover a wide range of functionalities. With our expertise, we guarantee that our solutions not only meet but exceed the evolving demands of your e-commerce business.

Table of Content

Features

  • Set a default prefix for purchase order numbers to maintain consistent records.
  • Assign a default supplier for purchase orders placed through the front end.
  • Send quotations and purchase order emails directly to suppliers for quick communication.
  • Download quotations and purchase order details separately in PDF format for easy documentation.
  • Create additional custom attributes for purchase order products to capture specific data.
  • Efficiently manage incoming shipments and products from various suppliers.
  • Use quotation notes to share important information or special instructions with suppliers.
  • Create new purchase orders for any supplier directly from the admin panel.
  • Automatically confirm quotations when orders are placed from the front end.
  • Select and assign a default supplier to products, streamlining the procurement process.

Steps:

  1. Extension Installation Guide
  2. Configuration
  3. Manage Suppliers
  4. Manage Attributes
  5. Manage Quotation
  6. Manage Purchase Order
  7. Manage Incoming Shipments

Extension Installation

  • Download the zip file
  • Extract and put it into /app/code/
  • Open Cli in the Magento directory and follow the below commands:
    • php bin/magento setup:upgrade
    • php bin/magento setup:di:compile
    • php bin/magento setup:static-content:deploy
    • php bin/magento cache:clean
    • php bin/magento cache:flush

Configuration:

STEP 1

  • Login to Magento Admin and redirect to Stores > Configuration > VDCSTORE extensions >Purchase order.
  • You can enable/disable the extension.
  • You can set the prefix for the purchase order ID number.
  • You can decide if you want to select “Purchase Order” instead of “Sales Order”
  • You can set the default supplier while ordering from-front end.
  • You can enter the sender email.

STEP 2

Manage Supplier:

  • Navigate through Vdcstore > Purchase Order > Manage Suppliers > Add Supplier.
  • You can create a new supplier and enter the supplier details as shown in the screenshot

STEP 3

  • You can view the created suppliers and manage them from here.

STEP 4

Supplier-Purchase Order:

  • The admin can see the purchase orders of the suppliers in this section for its quick management.

STEP 5

Supplier-Quotation:

  • Admin can see the quotation assigned to the supplier as shown here.

STEP 6

Manage-Quotation:

  • Navigate to Vdcstore > Purchase Order > Quotations > Create New Purchase Order
  • You can create a Manual purchase order from the admin side as displayed in the picture.
  • Source Document Enter the name of the source of this purchase order. the source name will become MANUAL or else AUTOMATIC.
  • Select Supplier : You can select a supplier from a dropdown menu.

STEP 7

View Quotation:

  • You can manage all the quotations from here. You can view and delete the quotations as shown in the screenshot.

STEP 8

  • You can view the details of the quotation as per the screenshot.
  • After confirming the quotation, a success notification will appear here.

STEP 9

  • You can view the details of the quotations after confirming the picture.

STEP 10

  • Once you send the email using the Send By Mail button, the supplier will be notified.

STEP 11

  • You can manage all the purchase orders from this tab as shown in the screenshot.

STEP 12

View Purchase Order:

  • After clicking the View link, the admin will see the following page. Here, the admin can view the complete Purchase Order Information.
  • Send by Email After clicking this button, the purchase order will be sent to the supplier’s email address.
  • Print Order To print the Purchase Order information, click Print Order.

Purchase Order Email:

Purchase Order Download (Print):

STEP 13

Purchase Order Download (Print):

  • To view and manage Incoming Shipments navigate to Vdcstore Purchase Order
    Incoming Shipments.
  • Actions : Use this option to Receive incoming shipments.
  • Click to Response : To Update an incoming shipment, click this option.

STEP 14

  • The Update Inventory button in the Edit Shipments page likely updates the stock levels based on the incoming shipment. When clicked, it may:
  • Add received stock to inventory.
  • Change stock Status from “Ready to Receive” to “Received” .

STEP 15

Manage Attribute:

  • Admin can manage the attributes from Manage Attributes navigate through Vdcstore Purchase Order >Manage Attributes.

STEP 16

  • You can add new attributes like text area, check box, options, text field.

STEP 17

  • You will be able to see the enabled custom attributes in the new quotation as shown in the screenshot.