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. Fill in the General section
In the Supplier field, select or search for the Supplier you'd like to order from.
In the Location field, select the store where you'd like your items delivered to.
Add Notes in (optional) where you can enter any relevant information about the order, such as special instructions or internal reminders.
Lastly, enter in the Placed date of the PO.
5. Assign Employees to the Purchase Order
Under the Employees section, click Assign employees to assign an employee to a specific task within the purchase order.
Example: Teifi One Employee
6. Add Products to the Purchase Order
Scroll down to the Products section.
Click the Add product button to add products to your PO.
Search for and select the products you'd like to order.
Example:
Click on the product of interest for a more detailed view.
Example: WorkMate Test Product
7. Add Product Custom Fields
After clicking into the product, navigate to the Product custom fields.
Here you can enter any custom information related to the purchase order (eg., specific attributes or special instructions) by clicking + Add custom field.
After entering the desired information, click Save.
8. 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 supplier.
9. 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.
After verifying all necessary details, you can send this purchase order over to your vendor and/or print it.
In the Type field, choose between creating a Normal PO, or a Dropship PO. For more information on how to create a Dropship PO, click .
You can also add presets by clicking the Presets button. For more information on how to create Presets, click .
