How do I create a Purchase Order Worksheet?

How do I create a Purchase Order Worksheet?

Purchase Order Worksheets are a tool that assist in generating POs for multiple stores on a single screen.


To create a new Purchase Order Worksheet, select the button “Add”:



In the pop up that appears, select the vendor your purchase orders will be for, the stores that you wish to create these orders for, and the buyer (employee) that will appear as the creator of the Purchase Orders:

        



A new Purchase Order Worksheet will open and users can edit the details and add items.  



Purchase Order Number:  This number is auto populated in Yellow Dog and can be changed by users who have access.

Description:  The description is auto populated in Yellow Dog and can be changed by users who have access.

Vendor:  Displays the vendor that is selected for the purchase orders.

Vendor Terms:  Displays the vendor terms for this vendor.  This field will appear blank if no terms are set for the vendor.

To Stores:  Displays the stores selected for the purchase orders.

Buyer:  Displays the user selected as the buyer for these documents.

Created By:  Displays the user logged in creating the PO Worksheet.

Start Ship Date:  A date can be selected here to indicate when this PO should ship.

Cancel Ship Date:  A date can be selected here for users to cancel the PO if the order has not been shipped by this set date.

Instructions:  Optional field available for users to enter in any instructions for this order.  This will appear on the POs created by this document.

Notes:   Optional field available for users to enter in any notes for this order.  This will appear on the POs created by this document.


Select Add to Add items to the Worksheet


Select from the Options- Items, Matrices, or Items from:



The item Lookup screen will open to display all available items from the selected vendor that can be added to this worksheet.  Use the filters and search features just as you would in other areas of Yellow Dog.  Once you have selected the items you wish to add to the worksheet, choose the SELECT button.


Once items have been added, use the Order Sheet tab to specify quantities to be ordered for each store in the gold editable fields.  Highlight each item to see and select your item quantities.


Use the On Hands and On Order tabs to view current on hands and quantities on order for each location to assist in the ordering process.

                               

                                               

Once all items are added and the order is complete, select COMMIT PURCHASE ORDER WORKSHEET:





Once committed, a Purchase Order for each store on the worksheet will be created with the items and quantities selected on the worksheet.  Users from each store will be able to review and commit the Purchase Orders created.









    • Related Articles

    • What are Worksheets?

      Worksheets Replenishment Worksheet The Replenishment worksheet is a tool that utilizes a designated warehouse store to generate requests or transfers for multiple locations within a single screen. This tool uses algorithms to decide which store’s ...
    • How do I create & use replenishment worksheets?

      The Replenishment Worksheet is a tool that utilizes a designated warehouse store to generate requests or transfers for multiple locations on a single screen.  This tool uses algorithms to decide which store’s requests get priority fulfillment based ...
    • How do I create a new Transfer Worksheet?

      Transfer worksheets allow users with warehouse locations that transfer product to additional locations to easily create those transfers based on requests, or ad hoc. *As a note: Worksheets visibility is based on permissions, and if you cannot see ...
    • Reporting Explained: Purchase Order Summary

      Business Need: This report will provide an overview of all purchase orders for an organization summarized by document. How it Works: Users will filter to a specific date range and have the option to include or exclude certain Status’ as needed. The ...
    • 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 ...
    • Recent Articles

    • Send Saved Report Emailing

      You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • Updating Count XL Application

      You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...
    • Removing Items with On-Hand Quantity (Decimal)

      You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...
    • ZD411 Printer Troubleshooting

      Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...