- About the Purchase Order Worksheet
- Printing a Purchase Order Worksheet
- Sort Items on Purchase Order Screen to Match Purchase Order Worksheet
About the Purchase Order Worksheet
A common practice is to check inventory amounts while reviewing your cart or open PO (i.e., the PO has not yet been submitted) so that you can make adjustments. For example, spices may need to be removed because you have bulk spices in stock.
To help with this review process, you can print a PO worksheet, which consists of the existing items in the cart or open PO, the quantity required, and the auto-calculated order amounts. You can then use this worksheet to mark existing inventory and then return to the cart or open PO to remove items, adjust the order quantities, or change the vendor products.
Below is an example of a PO worksheet (organized alphabetically).
Printing a Purchase Order Worksheet
- Select Procurement > Purchase Orders and click on the desired cart or PO to open it.
- Click the PO Worksheet button and select from one of the following options:
- Alpha - lists items alphabetically.
- Storage Location - lists items according to their assigned storage areas.
- Stock Item Category - lists items according to their stock item categories.
-
Category - lists items according to their food categories.
- A PDF of the PO worksheet is generated in a new browser tab. Print the worksheet and use it to mark inventory.
Sort Items on Purchase Order Screen to Match Purchase Order Worksheet
When you print your PO worksheet and finish checking inventory, you can then return to the PO and remove items or adjust amounts accordingly. Utilize the PO screen filters as needed to narrow down the items that appear onscreen. Another helpful feature is to sort the items on the PO screen to match the PO worksheet so that the items align in each for you to easily cross-reference between the two.
For example, if you printed the PO worksheet by storage location, you can sort the items on the PO screen via their storage location by clicking the Storage Location column header.* A column sorts its content either in ascending or descending order each time you click its header.
*To set the columns that appear on a PO screen, see Setting Columns on the PO Screen.