> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/purchase-orders.md).
# Purchase Orders
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.
## Demo:
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## **Documentation:**
**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 **Type** field, choose between creating a Normal PO, or a Dropship PO. For more information on how to create a Dropship PO, click [here](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/purchase-orders/dropship.md).
* 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**.
* You can also add presets by clicking the **Presets** button. For more information on how to create Presets, click [here](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/custom-fields/setting-a-custom-field-as-a-preset.md).
* 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.
{% hint style="info" %}
***Tip**: You can configure the **Default** fields in the **Settings** module.*
{% endhint %}
* After verifying all necessary details, you can send this purchase order over to your vendor and/or print it.
