Purchase Order Settings

1. Access Purchase Orders Settings

• Open WorkMate from the Shopify dashboard.

• Navigate to the Settings section.

• In the settings menu, click on Purchase Orders to configure the relevant settings.

2. Set Purchase Order Statuses

• In the Purchase Order Statuses section, define the various stages of a purchase order's lifecycle.

• Default statuses might include Draft, Sent, Received, or Completed.

• To add a new status, type the name of the status (e.g., Pending) and press Enter.

• To remove an existing status, click the X next to it.

3. Set Default Purchase Order Status

• In the Default Status field, select the status that will automatically be assigned to a newly created purchase order.

4. Customize Purchase Order ID Format

• In the Purchase Order ID Format section, you can define how the ID for each purchase order is generated.

• By default, WorkMate may use a format like PO-### for sequential numbering.

• You can add customization by including variables like:

Year: Add the year of the purchase order.

Month: Include the month of creation.

Day: Add the specific day it was created.

Example: PO-YYYYMM### (would generate IDs like PO-202409001)

5. Enable Customer Metafield Display

• WorkMate can leverage Shopify metafields to collect and display additional information related to customers and vendors.

• In the Display Customer Metafield section, enable the option to display a metafield (e.g., Is Vendor) that identifies whether a customer is also a vendor.

• This helps differentiate between regular customers and those who supply products.

• If you have additional customer metafields configured in Shopify, they will also appear here.