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  1. WorkMate Feature Guides
  2. WorkMate POS Features

Purchase Orders

PreviousPrinting your Work OrderNextDropship

Last updated 1 month ago

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 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.

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.

The Type field will be auto-populated with the Normal option. For detailed steps on how to create a Dropship PO, click here:

🛍️
Dropship