# Create a blanket purchase order or blanket sales order

Create blanket purchase orders and blanket sales orders with article, total quantity and validity period, with a preview and only after your approval.

Source: https://ai.wals.pro/help/blanket-orders
Last reviewed: 2026-11-08

## What you can do with it

Your AI assistant creates a **blanket purchase order** (with a supplier) or a **blanket sales order** (for a customer) in weclapp and changes it later. A blanket order covers exactly one article: you agree a total quantity over a period, and individual call-offs follow as needed.

Nothing is written until you approve. Before that, the preview shows what will be created or changed.

## How it works

1. Check with an [identity query](https://ai.wals.pro/help/first-questions) that you are working in the right system.
2. Name the supplier or customer, the article and the total quantity, for example: **"Create a blanket purchase order with supplier Example Ltd: article 4711, 1,000 units, from 01/01/2027 to 12/31/2027. Show me the preview first."**
3. If you like, add a price and the first call-offs. A call-off needs a quantity, an order date and a planned delivery or shipping date.
4. Check the preview and approve it.
5. Review the blanket order in weclapp.

Changing works the same way, for example: **"Raise the quantity of blanket purchase order 1001 to 1,200."** Only what you name changes.

## What the assistant checks up front

The assistant refuses in the preview and names the reason if, for example:

- when creating, a start date is given without an end date (or an end date in the past without a start date),
- the start date is after the end date,
- call-offs add up to more than the total quantity,
- a call-off falls after the end date,
- a call-off is missing its quantity or a date.

When changing, the assistant compares only what you name in the request, not the stored record.

## Good to know

- Call-offs can only be supplied when you create the order. Later changes leave existing call-offs untouched.
- Deleting is not possible through the connection, and neither is confirming or completing a blanket order.
- On a confirmed blanket purchase order, weclapp no longer lets you change the quantity.
- No role template includes blanket orders, not even Purchasing or Sales. You need the Editor or Administrator system role, or a custom role that allows writing blanket purchase orders or blanket sales orders. Otherwise the assistant declines the write, for example with "Your role does not allow …". See [team and permissions](https://ai.wals.pro/help/team).
- In weclapp you need the right to edit blanket orders.

The basic approval rules are described in [Review a preview and approve a change](https://ai.wals.pro/help/approvals).