> 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-pos-features/purchase-orders.md).

# Purchase Orders

<mark style="color:blue;">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.</mark>&#x20;

## Demo:

{% embed url="<https://www.loom.com/share/6198a541382a44c49fcdbcee56609fdc?sid=9619b6ca-0468-4967-a436-c19bbff48994>" %}

## **Documentation:**

**1. Open WorkMate from Shopify POS**

* Log in to your Shopify store.
* Open the **Purchase Orders** tile.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FkxBnG3OT5ZfPm786KiRj%2Fimage.png?alt=media&amp;token=5a85ab39-cd08-4c25-b1d7-01667b2738b8" alt=""><figcaption></figcaption></figure>

**2. Create the Purchase Order**

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FnHraiu6xnFa8FbrjFuXV%2Fimage.png?alt=media&amp;token=0df2c3ad-7835-4949-b274-fc00d95a0b47" alt=""><figcaption></figcaption></figure>

**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](/workmate-knowledge-base/workmate-feature-guides/workmate-pos-features/purchase-orders/dropship.md)
* **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.&#x20;
* In the **Status** field, choose a status for your PO. You can also configure PO statuses in the Settings module on Admin as well.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FVSuqsrgNl5YTLDxkZoHD%2Fimage.png?alt=media&amp;token=8cbf6868-d01f-4432-909a-ccbab8ae0436" alt=""><figcaption></figcaption></figure>

**4. Select the Date**

* Select the Placed date of your Purchase Order. This will auto-populate with today's date.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FzKp2EjZo2cmrqyyDam2g%2Fimage.png?alt=media&amp;token=9104de29-a6bd-4fe3-9cd2-591a52460c9b" alt=""><figcaption></figcaption></figure>

**5. Add Notes (Optional)**

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FFGOe7IqTOX5yRpL5ux3e%2Fimage.png?alt=media&amp;token=18325d77-a68e-4ab4-8e6d-9173901ca842" alt=""><figcaption></figcaption></figure>

**6. Assign Employees to the Purchase Order**

* Click the **Assigned Employees** button to assign an employee, or multiple employees to the purchase order.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fozwwo5YLlsKlwhyt7hwC%2Fimage.png?alt=media&amp;token=547debcb-026c-41cd-ac0c-8bfe400d3868" alt=""><figcaption></figcaption></figure>

**7. Add Custom Fields** &#x20;

* Locate the **Custom fields** section.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fnjb2wXHHCcTn2ZJZo3Uv%2Fimage.png?alt=media&amp;token=4730f68c-6bd0-40d7-8f31-458577b15fde" alt=""><figcaption></figcaption></figure>

* 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.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fz1grksMCvPyYwyvVES98%2Fimage.png?alt=media&amp;token=ede4424d-f496-492d-b739-fc9c884fd2b7" alt=""><figcaption></figcaption></figure>

* Search for and select the products you'd like to order.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FaK9MxIyJgNV1nt6X9n2B%2Fimage.png?alt=media&amp;token=2b1d4f0b-eeae-45aa-acf1-d6fa2bd077b6" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F22CxP4llGoSkjXBdzDQJ%2Fimage.png?alt=media&amp;token=03a71c25-70a7-414e-8c02-8926b2fd69ce" alt=""><figcaption></figcaption></figure>

* 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**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FouO6M2VyqhgthlFALedd%2Fimage.png?alt=media&amp;token=fc524fe2-4264-426b-893b-f0254df3bd69" alt=""><figcaption></figcaption></figure>

**9. Create the Purchase Order**

* After entering the desired information, click **Create purchase order.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FPstLcT5BzFcmjIoePR2p%2Fimage.png?alt=media&amp;token=a94ba038-42fc-4bbb-832d-3decd118557b" alt=""><figcaption></figcaption></figure>

* The purchase order is now created, and you are ready to send it to the vendor by clicking the **Print** button.&#x20;
