Purchase Orders
Last updated
Last updated
Creating a purchase order in WorkMate allows you to efficiently request goods or services from vendors, specify product details, quantities, and pricing, and send the order directly for confirmation.
1. Open WorkMate from Shopify Admin
Log in to your Shopify store and go to your Shopify Admin Dashboard.
Navigate to Apps in the left sidebar and select WorkMate from the list of installed applications.
2. Access the Purchase Orders Module
Once inside WorkMate, find and click on the Purchase Orders module from the main dashboard or sidebar menu.
3. Create a New Purchase Order
On the Purchase Orders page, click the New Purchase Order button to start creating a new order.
4. Select a Vendor and Location
In the Vendor field, select or search for the Vendor you'd like to order from.
In the Location field, select the store where you'd like your items delivered to.
5. Add Notes (Optional)
Enter any relevant information about the order, such as special instructions or internal reminders.
6. Select the Date
Select the date of your Purchase Order.
7. Assign Employees to the Purchase Order
Under the Employees section, click Assign Employee to assign an employee to a specific task within the purchase order.
8. Assign Products to the Purchase Order
Scroll down to the Products section.
Search for and select the products you'd like to order.
Example: Jeans and Sweater
Click on the product of interest for a more detailed view.
Example: Jeans
Quantity Section: The quantity that has been ordered.
Available Quantity: This quantity that has been delivered.
Scroll down to locate the Custom Fields section.
Here you can enter any custom information related to the purchase order (eg., specific attributes or special instructions).
After entering the desired information, click Save.
9. Save the Purchase Order
The bottom of the page contains the subtotal of the purchase order. Here you can include additional information such as:
Discounts, Tax, Shipping costs, Deposited amounts, and Paid amounts.
Once all the necessary details are entered, click Save at the bottom of the page.
The purchase order is now saved in Draft status (or another default status based on your configuration).
After verifying all necessary details, you can send this purchase order over to your vendor.
10. Send/Print the Purchase Order
Send the purchase order to your vendor by clicking the Print button.
You'll be prompted to enter the details of your email.
If your printer has an email, you can enter the printer email into the Email field. Otherwise, you can send the PO Invoice to another email and print it manually.
Tip: You can configure the Default fields in the Settings module.
After verifying all necessary details, you can send this purchase order over to your vendor and/or print it.
