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How to Split a Purchase Order by Delivery Date using User Defined Percentages

This guide shows you how to divide a single purchase order into multiple shipments using custom percentage distribution across different delivery dates using Fabrikatör's Split Purchase Order feature.

Adrian avatar
Written by Adrian
Updated over a week ago

What you'll learn

  • How to set custom percentage distribution for inventory across multiple delivery dates

  • How to configure delivery schedules with precise quantity control

  • How to balance percentage distributions for optimal cash flow management

Before you start

✅ The purchase order is in Draft, Approved or Partially Received status

✅ You have planned your desired delivery schedule and percentage allocation

✅ All planned delivery dates are in the future

Step-by-step instructions

Step 0: Access the Split feature

  1. Navigate to your Purchase Orders page

  2. Click on the purchase order you want to split

  3. In the purchase order detail page, click the **Split Purchase Order** button

  4. The split configuration window will appear

Choose between Split by Warehouse and Split by Delivery Date options

Step 1: Configure Delivery Date Split

  1. In the split method selector, choose Split by Delivery Date

  2. This option allows you to create multiple shipments with different delivery dates

Step 1.1: Set Number of Shipments

  1. In the Number of Shipments section, choose how many shipments you want to create

  2. Use the + and - buttons to adjust the number

  3. Select minimum of 2 shipments (required)

  4. You can add more shipments as needed for your delivery schedule

Step 1.2: Choose User-Defined Distribution Method

  1. Under "Distribution Method" select "User-Defined Distribution" from the dropdown

  2. Available options include:

  • Equal Distribution: Automatically divides quantities evenly

  • User-Defined Distribution: Enables custom percentage controls

Step 1.3: Configure Delivery Schedule with Percentages

Configure delivery dates and percentage distribution

When User-Defined Distribution is selected, the Delivery Schedule table will show:

  1. #: Sequential numbering for each shipment

  2. Delivery Date: Date picker for each shipment

    1. Click the calendar icon to select dates

    2. All dates must be in the future

    3. Each subsequent shipment date must be later than the previous one

  3. Quantity %: Editable percentage fields for each shipment

Step 1.4: Set delivery dates and percentages

  • Configure Delivery Dates:

Select delivery dates using the calendar picker

  • Set Percentage Distribution:

    • Enter your desired percentage for each shipment in the **Quantity %** column

    • Example: Shipment 1: 70%, Shipment 2: 30%

    • The system shows **"Total Distribution: 100% ✓"** when percentages are correctly balanced

    • If percentages don't add up to 100%, validation errors will appear

Important: The total of all percentages must equal exactly 100% to proceed.

  • Click "Continue to Step 2" when dates and percentages are correctly configured

Step 2: Review Calculated Quantities

Review calculated quantities for each delivery shipment

  1. Review the automatically calculated quantities for each product across your delivery dates

  2. The system applies your percentage distribution to each product's total quantity

  3. You can modify quantities by clicking directly in the quantity fields if needed

  4. Verify that the sum of quantities across all shipments equals the original PO total (shown in the Total column)

  5. If quantities don't balance correctly, a red exclamation mark will appear with validation errors

  6. Click **"Continue to Step 3"** when quantities are properly distributed

Step 3: Choose what happens to the original PO

  • Select one of these options for the original purchase order:

    • Change Status To Draft: Keeps the PO in your system but removes it from inventory forecasts

    • Archive PO: Preserves the PO for record-keeping and disables any linked backorders

    • Delete PO: Permanently removes the PO (if deletion isn't possible, it will be archived automatically)

  • Review all your selections carefully

  • Click "Confirm Split" to finalize the process

Step 4: View your new purchase orders

After successful splitting:

  • A confirmation message will appear showing that the split was completed

  • You'll see the newly created purchase orders with:

    • Their unique PO numbers

    • Scheduled delivery dates

    • Total quantities distributed according to your percentages

    • Expected arrival dates

  • You'll also see the status of your original PO (draft, archived, or deleted)

  • Click **"View"** next to any new PO to view its details

Note: All split purchase orders are created in Draft status for your review and approval. Don't forget to mark them as Approved if you want the system to include them in inventory forecasts.

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