Ordering from a commitment

Elevate plan

A commitment tells the forecast that demand is coming. When you’re ready to act on it, you can create the orders straight from the commitment: buy the stock from your suppliers, move it to the right location, or prepare the customer’s order in Shopify. The three actions are in the commitment’s Actions menu.

Three orders from one commitment

Action	What it creates	Use it to
Create purchase order	One draft purchase order per supplier	Buy the stock you need for the commitment
Create transfer order	One draft transfer order between two of your locations	Move stock to where the demand happens
Create sales order	A Shopify draft order for the commitment’s recipient	Prepare the customer’s order in Shopify

All three order actions are available in every commitment status, including Locked, Completed and Cancelled. Purchase orders can also be created again for a top-up. Each one opens a short dialog that ends with the same Order quantity choice and a line such as “4 items will be included.”

Order quantity

Every dialog asks which quantity to order:

Planned quantity: each item’s full Estimated qty. Use it when you’ll need the stock if the deal happens, whatever its probability.
Probability-weighted: each item’s Expected qty, the estimated quantity times its probability, rounded to whole units. Use it to buy only what you expect on average, for example across several uncertain deals.

The dialog shows the total of each option in units, for example “Planned quantity (500 units)” and “Probability-weighted (400 units)”.

The line under the choice counts the lines the order will get, for the option you picked: “4 items will be included.” A product planned at several locations becomes one line, with the quantities added up. Items whose quantity comes out at 0 are left off the order and aren’t counted. If no item has anything to order, the line says “No item has a quantity to order.” and the create button is greyed out. Enter quantities on the Items tab, or choose Planned quantity if the probabilities round everything down to 0.

Create purchase order

“Draft a purchase order from this plan’s items. Items are split into one draft PO per supplier.”

Open the commitment and choose Actions › Create purchase order.
Pick the Destination location, where the stock should arrive. A purchase order needs one. It starts at the location most of the items are planned at.
Choose the Order quantity: Planned quantity or Probability-weighted.
Click Create purchase order. Logistified confirms with, for example, “Created 2 purchase orders”, and opens the first one.
Review each draft purchase order, then send it to the supplier as usual. See Purchase orders.

How the purchase orders are built:

One per supplier. Each item goes to its primary supplier, so a commitment with products from two suppliers creates two purchase orders.
Named after the commitment. Each purchase order is called “commitment name · supplier name”, for example “Hotel chain spring order · Linen Co”.
Items without a supplier are skipped. The message says how many, for example “Created 1 purchase order. 3 items had no supplier and were skipped.” Connect those products to a supplier and order them separately. If no item has a supplier, nothing is created and the dialog says “None of the planned items could be matched to a supplier.”
Virtual materials go on their supplier’s purchase order like any product.

Create transfer order

“Move this plan’s planned quantity between two locations.”

Choose Actions › Create transfer order.
Pick the From location (where the stock is now) and the To location (where it’s needed). To location starts at the location most of the items are planned at. The two must differ, or the dialog says “Source and destination must differ.”
Choose the Order quantity and click Create transfer order.

Logistified confirms with “Transfer order created” and opens it. It’s called “Transfer for commitment name”. See Transfer orders.

Create sales order

“Create a Shopify draft order from this plan’s items, addressed to the plan’s recipient.”

Choose Actions › Create sales order. The dialog shows the commitment’s recipient (name and email), or “No recipient set on this plan.”
Choose the Order quantity and click Create sales order.

Logistified creates the draft order in Shopify and opens it in your Shopify admin in a new tab. The message names it, for example “Sales order #D12 created in Shopify”. The draft order:

Holds one line per product, at the chosen quantity.
Uses the recipient’s email and shipping address, if the commitment has a recipient. Set the recipient under Edit details before you create the order; see Recipient.
Is tagged Logistified, Inventory Plan and the commitment’s plan number, and carries the note “Sales order created from inventory plan IC-…”.

It stays a draft in Shopify until you complete it there.

Virtual materials can’t be sold in Shopify, so they’re left off the draft order. The dialog says so before you create it, for example “1 virtual material is not sold in Shopify and stays off this order.”, and its totals and line count only cover what the draft order gets. Afterwards, the message lists the materials it skipped, for example “Skipped 1 virtual material (not sold in Shopify): Linen yarn.” On a commitment that holds only virtual materials, the dialog says “No item has a quantity to order.” and Create sales order stays greyed out.

If Shopify refuses the draft order, the dialog stays open with Shopify’s reason, for example “Shopify couldn’t create the draft order: Email contains an invalid domain name. Check the recipient’s email.” Fix the recipient under Edit details and try again.

Creating a sales order doesn’t change the commitment or the forecast. When the customer’s order is placed and the stock has gone out, Complete the commitment so it stops counting as future demand.

If only some orders are created

When something goes wrong on the way, the dialog stays open and lists what happened under Order creation results. The choices above it lock, so a retry uses exactly the same destination and order quantity.

Open PO-… links every purchase order that was created.
“Order created; review its lines.” means the purchase order exists, but some of its lines may not have been saved. Open it and check its lines.
“Supplier name: order not created.” names a supplier whose purchase order failed, with the reason.
“Supplier name: order was created but its details were not returned. Do not create it again.” means a purchase order exists. Look for it in your purchase orders before ordering again.
“Order PO-… was created but could not be linked to this plan … Contact support to relink it; there is no relink action here. Do not create it again.” The order exists but doesn’t show on the commitment. Opening it doesn’t repair the link. A transfer order or a sales order that couldn’t be linked reads the same way, with Open #D… in Shopify for the draft order.

Retry failed suppliers retries only the suppliers whose orders were not created; orders that exist are never created again. The message above the button says “Some orders still need attention. Retry only the failed suppliers; created orders will not be recreated.” When nothing can be retried, the button reads Nothing to retry and the message says “Open the orders above to review them. There is nothing to retry.” Close closes the dialog.

If an attempt ends with an unexpected error or no response, check the commitment’s linked orders and your order list before trying again. The error alone does not tell you whether an order was created.

After creating

Purchase orders add up. Actions lists View purchase order for each purchase order created from the commitment, named by its number, and Create another purchase order for a top-up. It opens the same dialog and orders the chosen quantity of every item again, so lower the lines on the new draft if part of it is already ordered. Every purchase order stays linked.
A transfer order and a sales order are one each. Their menu entry changes from Create … to View transfer order or View sales order, which opens the order (the sales order in your Shopify admin).
Linked-order bars appear at the top of the Items tab, above the details: Linked purchase order (Linked purchase orders once there are several) with a link per purchase order (its number), Linked transfer order with the transfer order’s number, and Linked sales order with Open.
Activity records each created order by its number, for example “Purchase order created: PO-2026-000123”, “Transfer order created: TO-00012” or “Sales order created: #D12”.
The orders don’t link back. A purchase order or transfer order made from a commitment is a normal order. It doesn’t show the commitment; only its name tells you where it came from.

Creating an order doesn’t change the commitment’s status or what it adds to the forecast, and changing the commitment’s status later doesn’t change the orders. Once the purchase order is on its way, the forecast counts it as incoming stock, alongside the commitment’s planned outflow.

When the actions are missing or greyed out

“Add items first”: the commitment has no items yet. Add some on the Items tab.
The actions aren’t in the menu at all: your shop isn’t on the Elevate plan.
“No item has a quantity to order.” in the dialog: every item has an Estimated qty of 0, or the probabilities round it down to 0 with Probability-weighted. See Order quantity.
View transfer order instead of Create transfer order: the commitment already has its transfer order. Open it and change it there.