Creating and Managing Purchase Orders

Overview

Purchase Orders (POs) allow you to track orders placed with vendors, manage delivery of goods, and automatically update inventory when orders are received.

Step 1: Navigate to Purchase Orders

Go to Inventory & Menu and click Purchase Orders in the Quick Access panel, or select the New Purchase Order button on the Inventory dashboard.

Step 2: Select a Vendor

Choose a vendor from your Vendor Directory. The PO will be associated with that vendor and any standing orders or historical prices for that vendor will be available.

Step 3: Add Items to the Order

Search for and add the ingredients or items you want to order. Enter the quantity for each item. The system shows unit costs and calculates the total order value automatically.

Step 4: Set the Delivery Date

Enter the expected delivery date. This helps you plan inventory levels and ensures you have items in stock when needed.

Step 5: Send or Save the PO

Click Save to save the PO as a draft, or Send to email it directly to the vendor from within CheddrSuite. The PO status changes to Ordered.

Step 6: Receive the Order

When items arrive, open the PO and click Receive. Confirm the quantities received. Inventory levels are automatically updated and the PO is marked as Received.