With the help of this marketplace add-on, the sellers can create PO (Purchase Orders) for the wholesalers. Once the quotation is approved, the seller can send the purchase orders and source the products. Wholesalers and the sellers can view and manage incoming shipments.
Note – To use this add-on you must have Webkul Marketplace Multi Vendor Module for Magento 2 and Multi Supplier Wholesale Extension for Magento 2
Features
- Seller can create a purchase order for Approved wholesale quotes.
- The admin can merge different purchase orders into a single purchase order.
- Notification emails on order status change.
- Wholesalers can check their respective purchase orders.
- Wholesalers can schedule the shipments.
- Admin can configure whether Order Approval required or not.
- Admin can allow sellers to receive shipments.
- Sellers can check the status of their purchase order.
Installation
The customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento2 root directory on the server as shown below.
After the successful installation, you have to run these commands in the Magento2 root directory.
First command – php bin/magento setup:upgrade
Second command – php bin/magento setup:di:compile
Third Command – php bin/magento setup:static-content:deploy
After running the commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management as shown below.
Multi-Lingual Configuration
For Multilingual support, please navigate to Store>Configuration>General >Locale Options. And select your desired language from the Locale option.
Language Translation
For module translation, navigate to the following path in your system app/code/Webkul/MpPriceList/i18n/en_US.csv. Open the file named en_US.CSV for editing as shown in the below screenshot.
Then replace the words after the comma(,) on the right in the file with your translated words.
After editing and translating the CSV file, you need to save the translated file name according to your region language and country code such as – de_DE.CSV. Followed by uploading the translated file to the same folder from where you have obtained it. Now your module translation is complete.
Module Configuration
After the module installation, the admin will configure the module settings. For this, the admin will navigate to Stores -> Configuration -> Webkul -> Marketplace Wholesale -> Marketplace Purchase Management as shown below in image.
Here admin will –
Enable – The admin will enable the module by selecting Yes else, select No to disable the module.
Default prefix – The admin can write the default Prefix used during quotation increment number generation.
Default padding – The admin can set Padding for quotation or purchase order increment number generation.
Allow seller to receive shipment – The admin can select Yes to allow the seller to receive shipment else select No from the dropdown.
Order approval required – The admin can select Yes if order approval required else select No from the dropdown.
New purchase order mail to the seller – The admin can set the default new purchase order mail to the seller.
Order status update mail – The admin can set the default order status update mail.
Purchase Order – Seller End
Once the Quote is approved by the wholesaler (by using this extension: Multi Supplier Wholesale Extension for Magento 2) the Seller can able to apply for purchase order by navigating through wholesale -> wholesale quotation.
Thus, the seller can click on Edit button to create the purchase orders for the wholesaler. Tapping on edit button brings out “Edit Quote” page.
Here, the seller can hit on “Create Purchase Order” button to make a purchase order for a wholesaler as shown in below image.
When seller will click on “Create purchase order” button, the seller will be able to view selected order information like product order status, source, package weight, and origin address.
Admin Approval
The created purchase order needs to be approved by the admin. For this, the admin can go to Wholesaler Management>Purchase Order, to view the information of a particular purchase order as shown below image.
Here, After clicking this button the admin will be able to see the list of the created purchase orders. The admin can click on View option for particular order to set the status to Active in order to approve the purchase order.
Tapping on View button brings out “Purchase Order Information” page, Here the admin needs to click on the “Confirm” button to approve the purchase order as shown in below image:
Purchase Order – Wholesaler End
Now your Purchase Order has been Approved successfully. The wholesaler can view the new Purchase Orders by navigating thorough Wholesale Management -> Purchase Order as shown in the image below:
The wholesaler can click on View option for particular order to set the status to Complete order to ship the purchase order and click on Ship button as shown in the image below:
Tapping on ship button brings out to a pop-up window, where wholesaler needs to select the order shipment schedule date and click on Ship button in order to ship the order else click on Cancel button likewise as shown in the attached image below:
Now Purchase Order items successfully shipped, the wholesaler will be able to view the status of a purchase order as shipped and confirmation message similar to the attached image below:
receive Shipment – Seller End
Once the wholesaler shipped the order, the seller can also check the status of the purchase order for a particular product and receive the shipment by clicking on Receive Shipment button as shown in the image below:
Now Purchase Order shipments successfully received, the seller will be able to view the status of a purchase order as complete and confirmation message on the top similar to the attached image below:
That’s all for the Magento 2 Multi Vendor Purchase Order(PO) extension. If you have any queries or suggestions regarding the extension then you can get back to us at webkul.uvdesk.com.