Purchase Orders

Last updated 1 month ago

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

2. Create the Purchase Order

Once inside WorkMate, find and click on the Purchase Orders tile.
Click New Purchase Order.

3. Create a New Purchase Order

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.

4. Add Notes (Optional)

Enter any relevant information about the order, such as special instructions or internal reminders.

5. Select the Date

Select the date of your Purchase Order

6. Assign Employees to the Purchase Order

Under the Employees section, click Assigned Employees to assign an employee to a specific task within the purchase order.

7. Add Custom Fields

Locate the Custom Fields section.

Here you can enter any 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.

Example: Velen Cardigan - Grey

Click on the product of interest for a more detailed view.
Here you can view information such as:

Incoming: Inventory that’s on its way to your location from transfers, purchase orders, or apps. Incoming inventory isn’t available to sell until it's been received at the location.

On Hand: The total number of units that you have at a location. On hand inventory is the sum of your Committed, Unavailable, and Available inventory.

Available: Inventory that you can sell.

Committed: The number of units that are part of a placed order but aren't yet fulfilled.

Example: In this purchase order, there is 1 incoming cardigan.