ReStocky PO Lifecycle

ReStocky PO Lifecycle A workflow diagram generated by Archify. 01 / Buyer 02 / Shipments S1, S2, ... on one PO number EX / Short lines Build + order Receive box by box Complete Draft PO · forecast, CSV, manual · Buyer › Build + order · draft Draft PO forecast, CSV, manual draft Mark ordered · mailto + PDF · Buyer › Build + order · ordered Mark ordered mailto + PDF ordered Closed · auto-close if paid · Buyer › Complete · closed Closed auto-close if paid closed Box 1 arrives · or staged in transit · Shipments S1, S2, ... on one PO number › Build + order Box 1 arrives or staged in transit Receive S1 · stock, MAC, freight · Shipments S1, S2, ... on one PO number › Receive box by box · partial Receive S1 stock, MAC, freight partial Box 2 arrives · same PO number · Shipments S1, S2, ... on one PO number › Receive box by box Box 2 arrives same PO number Receive S2 · stock, MAC, freight · Shipments S1, S2, ... on one PO number › Receive box by box Receive S2 stock, MAC, freight Received · open qty = 0 · Shipments S1, S2, ... on one PO number › Complete · received Received open qty = 0 received Flag short · backordered, missing · Short lines › Receive box by box Flag short backordered, missing Chase supplier · nudge email · Short lines › Receive box by box Chase supplier nudge email backorder ships send paid scan / file short open qty left scan / file roll-up Legend Staff step Receive + commit Flag Follow-up PO status Supplier

Statuses

  • • draft, ordered, partial, received, closed, cancelled
  • • Roll-up after every box: open qty left = partial
  • • Closed needs auto-close on and the balance paid

Each shipment

  • • PO number never changes; each box gets S1, S2, ...
  • • Box can be staged in transit with tracking first
  • • Commit writes Shopify stock, MAC, freight, reservations

Short lines

  • • Backordered and missing join the chase list
  • • Out of print or unavailable cancels the open qty
  • • Undo returns a box to in transit, not deleted