How To: Create a Purchase Order Worksheet

How To: Create a Purchase Order Worksheet

 
Purchase order worksheets let you create purchase orders for multiple stores and one vendor at the same time. This feature is useful for corporate buyers who place orders across locations.

 

Permission to:

  • access Purchase Order Worksheets

  • (Optional) create and commit purchase orders

 

Create a purchase order worksheet and generate purchase orders

  1. Go to Worksheets > Purchase Order Worksheet.

  2. Click Create New Purchase Order Worksheet.

  3. In the worksheet wizard:

    1. Select the vendor.

    2. Select the stores to generate purchase orders for.

    3. Select the user who will appear as the creator of the purchase orders.

  4. (Optional) Enter instructions and details such as:

    • notes

    • reference

    • start ship date

    • cancel ship date

  5. Click Add, then add items using one of the following options:

    • Item Lookup

    • Matrices

    • Add Items From (for example, sessions, item lists, or par levels)

  6. Review item details in the worksheet:

    • The middle section shows item details such as vendor price, vendor part number, and retail price.

    • The bottom section includes three tabs:

      • Order Sheet: enter the order quantity for each store.

      • On Hands: review current on-hand quantity by store.

      • On Order: review existing on-order quantity by store.

  7. When you’re ready to generate purchase orders, click Commit Worksheet.

  8. Confirm the action to generate purchase orders.

Commit purchase orders

  1. Go to Purchasing > Purchase Orders.

  2. Find the purchase orders you generated.

    • Purchase orders created from a worksheet include the purchase order worksheet number in the description.

  3. Review each purchase order, then commit it.

    • You can add additional items to the purchase order before committing, if needed.

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