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

Open the Purchase Orders tile.

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

Supplier field, select or search for the supplier you'd like to order from.
The Location field will be auto-populated with your device's POS location.
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.

Example: WorkMate Test Product

Click on the product of interest for a more detailed view.

Example: WorkMate Test Product

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.