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:
Documentation:
1. Open WorkMate from Shopify POS
Log in to your Shopify store.
Open the Purchase Orders tile.
2. Create the Purchase Order
Once inside WorkMate, find and click on the Purchase Orders tile.
Click New.
3. Create a New Purchase Order
The Type field will be auto-populated with the Normal option. For detailed steps on how to create a Dropship PO, click here: Dropship
Supplier field, select or search for the supplier you'd like to order from.
Location field, select or search for the store location you are ordering from.
In the Status field, choose a status for your PO. You can also configure PO statuses in the Settings module on Admin as well.
4. Select the Date
Select the Placed date of your Purchase Order. This will auto-populate with today's date.
5. Add Notes (Optional)
Enter any relevant information about the order, such as special instructions or internal reminders.
6. Assign Employees to the Purchase Order
Click the Assigned Employees button to assign an employee, or multiple employees to the purchase order.
7. Add Custom Fields
Locate the Custom fields section.
Here you can enter any PO custom information related to the purchase order (eg., specific attributes or special instructions).
8. Add Products to the Purchase Order
Scroll down and click the Add Product button.
Search for and select the products you'd like to order.
Click on the product of interest for a more detailed view.
Scroll down to the Product custom fields section.
Here you can add line item custom fields by importing Presets or creating custom fields by clicking + Add custom field.
9. Create the Purchase Order
After entering the desired information, click Create purchase order.
The purchase order is now created, and you are ready to send it to the vendor by clicking the Print button.
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