Retail: Purchase Orders
PO Creation (1 min)
Key Takeaways:
Standard Method
- Navigate to Purchase Orders.
- Click Create New and follow the step-by-step wizard prompts.
Alternative Method (from Item Views)
- Go into Item Views (e.g., Purchasing View → Purchasing Eligible Sizes).
- Filter or sort items, such as by Reorder status.
- Select the needed items (e.g., multiple SKUs that need replenishment).
- Right-click and choose Create Purchase Order.
Benefits of Item View Method
- Allows quick identification of items needing reorder.
- Enables bulk selection and direct creation of a purchase order.
- Provides a faster workflow for building POs directly from inventory data.
Explore Further
Related Articles
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 ...Retail: Order Desk
Order Desk (2 min) Key Takeaways: Purpose Finding best products for ordering based on predetermined metrics (bidding selection method). Workflow Options Manually add items into a request. Use a count Excel sheet or Unitech device to scan items on the ...504 Purchase Orders
Learn more on this topic by checking out the F&B User Manual Previous Lesson | Next Lesson Key Takeaways: Purchase Orders are used to track ordered quantities. Purchase Orders have the ability to be directly emailed to a vendor or an internal ...Retail: Purchasing Overview
Purchasing Overview (3 mins) <br> Key Takeaways: Requests Staff can request inventory items. Requests may be: Converted into a purchase order (PO). Converted into a transfer. Sent to the Order Desk for evaluation (to ...Retail: Requests
Request Overview (4 min) Key Takeaways: Purpose of Requests in Yellow Dog Allows users (with limited permissions) to request products without creating orders or transfers themselves. Useful for associates who need items ordered or transferred. ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...How do I use Par & Re-Order Points?
What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...Food and Beverage Core Features User Manual
The Food & Beverage Core Functions User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory ...