No-Code Customer PO Allocation Workflow

Simple Solution Using Standard Frappe Features

No custom coding needed! Use existing Frappe functionality with some custom fields.

Method 1: Custom Fields in Purchase Order (Simplest)

Step 1: Add Custom Fields to Purchase Order Item

Location: Setup > Customize Form > Purchase Order Item

Add these fields:

Field 1:
- Label: Customer Allocation Details
- Type: Long Text
- Field Name: customer_allocation_details

Field 2: 
- Label: Total Customers
- Type: Int
- Field Name: total_customers_count

Step 2: Manual Entry Format in "Customer Allocation Details"

For each item, enter customer breakdown like this:

กุ้งก้นถ้วย (Total: 5.50 KG)
- PC 19 ROSS: 0.50 KG (PO: ROSS-001)
- PC 19 STAFF CANTEEN: 3.00 KG (PO: STAFF-001)  
- เบอร์ 10 ปั่นกะลิบ: 2.00 KG (PO: B10-001)

พริกจินดาแดง (Total: 1.00 KG)
- PC 19 ROSS: 1.00 KG (PO: ROSS-001)

Method 2: Using Comments System (Zero Setup)

Use Purchase Order Comments for Tracking

When creating PO, add a comment with customer breakdown:

Comment Title: "Customer Allocation"

Comment Content:

CUSTOMER ALLOCATION BREAKDOWN:

กุ้งก้นถ้วย - 5.50 KG Total:
✓ PC 19 ROSS (MAIN KITCHEN): 0.50 KG
✓ PC 19 STAFF CANTEEN: 3.00 KG  
✓ เบอร์ 10 ปั่นกะลิบ: 2.00 KG

พริกจินดาแดง - 1.00 KG Total:
✓ PC 19 ROSS (MAIN KITCHEN): 1.00 KG

กิ่งก้นถ้วย - 3.00 KG Total:
✓ PC 19 STAFF CANTEEN: 3.00 KG

Method 3: Simple Excel-Style Table (Recommended)

Step 1: Create Custom Child Table

Location: Setup > DocType > New

DocType Name: Customer PO Allocation Is Child Table: ✓ Yes

Fields:

customer (Link to Customer)
customer_po_no (Data)
item_code (Link to Item) 
allocated_qty (Float)
delivery_date (Date)
notes (Data)

Step 2: Add Child Table to Purchase Order

Location: Setup > Customize Form > Purchase Order

Add Field:

Label: Customer Allocations
Type: Table
Options: Customer PO Allocation
Field Name: customer_allocations

Step 3: Fill the Table

When creating PO, add rows like this:

Customer	Customer PO No	Item Code	Allocated Qty	Delivery Date	Notes
PC 19 ROSS	ROSS-001	กุ้งก้นถ้วย	0.50	15/01/2024	Main Kitchen
PC 19 STAFF	STAFF-001	กุ้งก้นถ้วย	3.00	16/01/2024	Staff Canteen
เบอร์ 10	B10-001	กุ้งก้นถ้วย	2.00	17/01/2024	ปั่นกะลิบ
PC 19 ROSS	ROSS-001	พริกจินดาแดง	1.00	15/01/2024	Main Kitchen

Method 4: Using Print Format (Visual Solution)

Step 1: Create Custom Print Format

Location: Setup > Print Format > New

Print Format Name: PO with Customer Allocation

Step 2: Add HTML Template

<h3>Purchase Order: {{ doc.name }}</h3>
<h4>Supplier: {{ doc.supplier }}</h4>

<table class="table table-bordered">
    <thead>
        <tr>
            <th>Item</th>
            <th>Total Qty</th>
            <th>Customer Breakdown</th>
        </tr>
    </thead>
    <tbody>
        {% for item in doc.items %}
        <tr>
            <td>{{ item.item_code }}</td>
            <td>{{ item.qty }} {{ item.uom }}</td>
            <td>
                <!-- Manual customer breakdown -->
                {{ item.customer_allocation_details or "No allocation details" }}
            </td>
        </tr>
        {% endfor %}
    </tbody>
</table>

Method 5: Simple Spreadsheet Integration

Create Excel Template

Keep a simple Excel file alongside your Frappe PO:

File Name: PO_Customer_Allocation_{{ po_name }}.xlsx

PO Number	Item Code	Total Qty	Customer 1	Qty 1	Customer 2	Qty 2	Customer 3	Qty 3
PO-001	กุ้งก้นถ้วย	5.50	PC 19 ROSS	0.50	PC 19 STAFF	3.00	เบอร์ 10	2.00
PO-001	พริกจินดาแดง	1.00	PC 19 ROSS	1.00

Attach this Excel to your Purchase Order using the "Attach" button.

Method 6: Using Tags System

Step 1: Create Customer Tags

Location: Setup > Tags

Create tags for each customer:

#PC19-ROSS
#PC19-STAFF
#BERTH-10

Step 2: Tag Purchase Order Items

For each PO item, add tags in the description:

กุ้งก้นถ้วย - 5.50 KG
#PC19-ROSS (0.50kg) #PC19-STAFF (3.00kg) #BERTH-10 (2.00kg)

พริกจินดาแดง - 1.00 KG  
#PC19-ROSS (1.00kg)

Quick Implementation Guide (Choose One Method)

🏆 Recommended: Method 3 (Custom Child Table)

Time to Setup: 15 minutes Benefits:

Clean tabular view
Easy to search and filter
Can create reports later
Professional appearance

🚀 Fastest: Method 2 (Comments)

Time to Setup: 0 minutes
Benefits:

Use immediately
No configuration needed
Works with existing system

📊 Best for Reporting: Method 5 (Excel)

Time to Setup: 5 minutes Benefits:

Easy calculations
Can share with others
Familiar interface

Delivery Process (No Code)

When Goods Arrive:

Open your Purchase Order
Check the Customer Allocation table/comment
Create separate Delivery Notes:

For PC 19 ROSS:

Delivery Note: DN-ROSS-001
Items:
- กุ้งก้นถ้วย: 0.50 KG
- พริกจินดาแดง: 1.00 KG
Reference: Customer PO ROSS-001

For PC 19 STAFF:

Delivery Note: DN-STAFF-001  
Items:
- กุ้งก้นถ้วย: 3.00 KG
Reference: Customer PO STAFF-001

For เบอร์ 10:

Delivery Note: DN-B10-001
Items:
- กุ้งก้นถ้วย: 2.00 KG  
Reference: Customer PO B10-001

Real Example Using Your Data

Purchase Order: PO-26/5/68

Supplier: Your Main Supplier Date: 26/05/2568

Items with Customer Allocation:

Item 1: กุ้งก้นถ้วย - 5.50 KG

Customer Allocation Details:
- PC 19 ROSS (MAIN KITCHEN): 0.50 KG (PO: ROSS-26/5/68)
- PC 19 STAFF CANTEEN: 3.00 KG (PO: STAFF-26/5/68)  
- เบอร์ 10 ปั่นกะลิบ: 2.00 KG (PO: B10-26/5/68)
Total: 5.50 KG ✓

Item 2: พริกจินดาแดง เด็ดก้าน - 1.00 KG

Customer Allocation Details:
- PC 19 ROSS (MAIN KITCHEN): 1.00 KG (PO: ROSS-26/5/68)
Total: 1.00 KG ✓

Item 3: กิ่งก้นถ้วย - 3.00 KG

Customer Allocation Details:
- PC 19 STAFF CANTEEN: 1.00 KG (PO: STAFF-26/5/68)
- PC 19 STAFF CANTEEN: 2.00 KG (PO: STAFF-26/5/68)  
Total: 3.00 KG ✓

Summary

Choose Method 3 (Custom Child Table) for the best balance of:

✅ Easy to implement (15 minutes setup)
✅ Professional appearance
✅ Easy to track and manage
✅ Can generate reports later
✅ No coding required

Total Implementation Time: 15 minutes Maintenance: Zero - use standard Frappe features

This gives you complete customer allocation tracking without any coding!

ManotLuijiu/purchase_work_flow.md