Purchasing
Retail: Purchase Order Worksheet
PO Worksheet (4 min) Key Takeaways: Purpose The PO Worksheet is designed for multi-store setups where stores are geographically separated (e.g., Virginia, Maryland). Allows creation of purchase orders (POs) for multiple locations from a single ...
Retail: Order Desk
Order Desk (2 min) Key Takeaways: Purpose Finding best products for ordering based on predetermined metrics (bidding selection method). Workflow Options Manually add items into a request. Use a count Excel sheet or Unitech device to scan items on the ...
Retail: Requests
Request Overview (4 min) Key Takeaways: Purpose of Requests in Yellow Dog Allows users (with limited permissions) to request products without creating orders or transfers themselves. Useful for associates who need items ordered or transferred. ...
Retail: Invoices
Invoice Overview (6 min) Key Takeaways: Starting the Invoice Process Select a receipt to bring into an invoice. Multiple receipts for a single PO must all be brought into the invoice. Entering Invoice Details Receiving details are carried over to the ...
Retail: Receipts
Receipt Overview (3 min) Key Takeaways: Before receiving Only bring in a receipt if costing has been confirmed. If unsure or expecting added expenses, skip receipt and go directly from PO → Invoice. Ideally, aim for a 3-way match (PO, Receipt, ...
Retail: Purchase Orders
PO Creation (1 min) Key Takeaways: Standard Method Navigate to Purchase Orders. Click Create New and follow the step-by-step wizard prompts. Alternative Method (from Item Views) Go into Item Views (e.g., Purchasing View → Purchasing Eligible Sizes). ...
Retail: Purchasing Overview
Purchasing Overview (3 mins) <br> Key Takeaways: Requests Staff can request inventory items. Requests may be: Converted into a purchase order (PO). Converted into a transfer. Sent to the Order Desk for evaluation (to ...