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 worksheet.
Setup Process
- Select a vendor.
- Choose the stores.
- Add reference information, vendor instructions, internal notes, start/cancel dates if needed.
Item Selection
- Add items individually, by matrix, or from other options.
- Specify quantities for each store.
- View on-hand inventory and items already on order to guide decisions.
Commit & Creation
- Once quantities are set, committing the worksheet generates separate POs for each receiving store.
- Option to leave POs open so end users can review and commit themselves.
- Each PO is tied to the original PO Worksheet (e.g., “from PO Worksheet 17”).
Output & Review
- Ability to print the worksheet.
- View results grouped by location or in a summary view showing total items ordered across locations.
- Final POs are visible within each store’s system and linked back to the worksheet.
Key Benefit
- Streamlines ordering by letting you build one worksheet and apply it across multiple stores, saving time and ensuring consistency.
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