Retail: Purchase Order Worksheet

Retail: Purchase Order Worksheet

PO Worksheet (4 min)



Key Takeaways:

Purpose
  1. The PO Worksheet is designed for multi-store setups where stores are geographically separated (e.g., Virginia, Maryland).
  2. Allows creation of purchase orders (POs) for multiple locations from a single worksheet.

Setup Process
  1. Select a vendor.
  2. Choose the stores.
  3. Add reference information, vendor instructions, internal notes, start/cancel dates if needed.

Item Selection
  1. Add items individually, by matrix, or from other options.
  2. Specify quantities for each store.
  3. View on-hand inventory and items already on order to guide decisions.

Commit & Creation
  1. Once quantities are set, committing the worksheet generates separate POs for each receiving store.
  2. Option to leave POs open so end users can review and commit themselves.
  3. Each PO is tied to the original PO Worksheet (e.g., “from PO Worksheet 17”).

Output & Review
  1. Ability to print the worksheet.
  2. View results grouped by location or in a summary view showing total items ordered across locations.
  3. Final POs are visible within each store’s system and linked back to the worksheet.

Key Benefit
  1. Streamlines ordering by letting you build one worksheet and apply it across multiple stores, saving time and ensuring consistency.





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