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)

Activating and Using Weighted Average Cost for Purchase Orders

Demo Video

https://www.loom.com/share/cafaf329e6c1466497b7e001c59af7c

Step by Step Guide

1. Navigate into WorkMate setting

2. Open the purchase Order setting tab

3. Scroll down to see a checkbox called “Sync costs based on purchase orders” check the box

   
4. After the box has been selected you can click “+add target” to make it so the average cost of your items will appear as a product metafield, variant metafield, or at the product cost level.

5. For the metafields make sure you give them a namespace and key to find them later

6. You can also setup a number of days before the average costs expire meaning that the amount recorded in the Purchase Order Receipts will no longer affect the average cost.

7. Once you have configured the settings navigate into the purchase orders module

8. Complete a typical purchase order flow or click save on any completed Purchase Order to update the products average cost.

   
9. After updating any PO’s navigate to any specific products or variants to view their average cost based on your Purchase Order History.Scroll down to the price to view the new average cost based on the Purchase Order receipt

10. If you created metafields you can navigate by scrolling down to the product metafields

    
11. Click “view all”

12. Then click “unstructured product orvariant metafields”

    
13. Once inside you should be able to view all of the metafields you have created on the product or variant level

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.