How do I create a Purchase Order Worksheet?

How do I create a Purchase Order Worksheet?

This video will demonstrate how to create a Purchase Order Worksheet


Purchase Order Worksheet

The Purchase Order worksheet assists in generating POs for multiple stores within a single screen. 

From the Purchase Order Worksheet list, use the Add button, then select the parameters to create the Purchase Order: Vendor, Buyer and Receiving stores. Click OK to open the Purchase Order Worksheet editor. 


Yellow Dog will auto populate a Purchase Order Number and Description. This can be changed with certain user permissions. 


Fill out the Start and Cancel Ship Dates as well any Instructions or Notes for this order. Use the +/- to the left of “Worksheet Details” and “Additional Worksheet Details” to see the full worksheet if your screen resolution requires it. 



Next, add items from:


  • inventory items
  • matrices
  • store specific lists
  • location
  • pars
  • sales
  • count sheets
  • physical inventory
  • sessions



Just like in Purchase Orders, only items that are assigned to the selected Vendor will be available to bring into the worksheet. 

Additional information on the item can be viewed by selecting the Choose Columns hyperlink on the right-hand side. Items can be removed by highlighting and selecting “Remove”.

Once items have been added, use the Order Sheet grid to specify the quantities to be ordered for each store. Use the On Hands and On Order tabs to view both current on hands and on order for each store to assist in this process.

Once the order is complete, commit the Purchase Order Worksheet to generate a Purchase Order for each store on the worksheet with the specified items and quantities. Users from each of the stores will then be able to review and commit the POs in the system. 

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