Manage distributor procurement through a unified system for creating purchase orders and handling goods receipts. By managing the end-to-end workflow from order placement to receipt within a single system, distributors can accurately fulfill downstream customer demand while maintaining a single source of truth with the manufacturer. This integrated process supports standard, serialized, and batch products and syncs inventory based on received quantities, ensuring greater accuracy and operational control.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Manufacturing Cloud is enabled.
Who: To use this feature, users need the Manage Purchase Orders and Manage Goods Received Notes permission sets.
Why: Traditional fragmented procurement processes lead to delayed fulfillment. Moving these workflows into a single org ensures that manufacturers and distributors collaborate on the same real-time data. This allows distributors to refill inventory efficiently to meet demand, while built-in traceability and stage management maintain a permanent, tamper-proof audit trail for all logistics transactions.
How: In Setup, search for Purchase Order Management and enable the feature. To support batched and serialized tracking, enable Criteria-Based Search and Filter (CBSF), Inventory Search and Transfer, and the Inventory Batch Management in Inventory Settings. Set up Account-Account Relationships for supplier visibility, Enterprise Territory Management for distributor segmentation, and Stage Management for managing order stages.