Purchase Orders
How To: Setup Tax Estimates in Purchase Orders
Estimating tax amounts in Purchase Orders ensures accurate budgeting and cash flow planning by reflecting the true cost of goods upfront. It also helps maintain compliance and prevents surprises when invoices are received. To complete setup, follow ...
FAQs: Terms and Conditions in Emailed Purchase Orders
Q: How do I upload terms and conditions? A: Check out this article for instructions: How To: Add Terms and Conditions to Emailed Purchase Orders Q: How do I include Terms and Conditions in a Purchase Order email? A: Check the box “Include Terms and ...
How To: Upload Terms and Conditions
When emailing Purchase Orders, Terms and Conditions can be attached so you can share your rules, guidelines, and expectations. All clients types that use Purchase Orders as part of their purchasing workflow can use this function. To upload terms and ...
How To: Cancel a Purchasing Order
If a vendor cannot fulfill a purchase order, canceling the order removes the associated on-order quantities and keeps inventory accurate. You must have permission to: View and edit purchase orders Edit the Canceled field (including Edit after commit, ...
Troubleshooting: Why Are My PO Approval Emails Missing Information?
End user · Yellow Dog Inventory 2026 ISSUE Purchase order approval emails sometimes arrive with one or more item lines showing blank instead of the item's description, vendor SKU, and price — even though the item is included on the PO. CAUSE This ...
How To: Use Email PO to Vendor
Use Email to vendor to send a purchase order (PO) directly from Yellow Dog to a vendor contact. This lets you email the PO without leaving the software Access to Purchasing Access to Purchase Orders Step 1: Confirm the vendor has an email address Go ...
How To: Pre-Allocate quantities in a Purchase Order
Pre-allocation lets you place a single purchase order for multiple outlets when individual stores can’t order directly. You can order to a centralized store or warehouse, specify quantities for other outlets, and automatically transfer those ...
Quick Reference: Creating Requests & Purchase Orders from the Inventory Items Screen
Creating requests and purchase orders from the Inventory Items screen helps speed up the purchasing process. You can create a request or purchase order directly from inventory items: Select one or more items. Right-click the selected items. Select ...
How To: Set Up PO Approval Ranks & Approvers
Admin · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT Purchase order approvals require certain purchase orders to be reviewed before they're placed, enforcing purchasing amount restrictions. You can set different PO amounts to different Ranks, ...
How To: Create and Approve a Purchase Order Using PO Approvals
Admin & end user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT Purchase Order (PO) Approvals add a required sign-off step before a purchase order can be committed, so you can enforce purchasing amount restrictions or route orders through the right ...
How To: Create a Purchase Order
When you create and commit a Purchase Order, the quantities on the document appear as On Order for each item. This provides visibility into incoming inventory and helps your team track what is expected to arrive. Purchase Orders are optional. Yellow ...
How To: Mark POs as Arrived using the Arrival Log
The Arrival Log is a feature that tracks when Purchase Orders (POs) have physically arrived but are not yet fully received into inventory. It gives teams visibility into shipments that are ready for receiving and provides an audit trail of when, and ...