# Initiate purchase orders using Worksheet 340

You can use Worksheet 340 to initiate purchase orders for stores.

After you initiate a purchase order in Central Manager, the purchase order(s) are created at the applicable store(s), where they must be released in Store Manager.

{% hint style="info" %}
You can configure Central Manager so approved purchase orders are automatically set to Released status in Store Manager. You define this in **Setup** | **Inventory/Purchasing** | **Order Setting**. On the Global Option tab select **Auto Release Order**.
{% endhint %}

1. Click **Worksheets**.
2. Expand **Worksheets**.
3. Click **340: PO Planner**.
4. Under **Inventory delivery**, select one of the following:

* **Create individual POs for each store:** Individual purchase orders are created for the selected store(s) based on the order information for the selected store(s). Inventory is delivered to each store separately.
* **Create a master PO and deliver to each store:** A master purchase order is created for all stores based on the order information for those stores. Iinventory is delivered to each store separately.
* **Deliver to this store for later disbursement:** A purchase order is created based on the order information for the selected store(s). Inventory is delivered to the selected delivery store for disbursement at a later date.

5. Do one of the following:

* Select specific stores from the list
* Click **All** to select all stores

6. Click **Next**.
7. (Optional) Enter a different **Worksheet Title**.
8. (Optional Enter an **Effective date / time** if you want the changes to come into effect at a future date and time.

{% hint style="success" %}
The best practice is to select a date and time that does not interfere with the operations of an open store.
{% endhint %}

9. Click **Next**.
10. Select one of the following:

* Use items in these departments
* Use items in these categories
* Use items in these suppliers
* Add items manually
* Item filter

11. If you selected **Use items in these departments**, **categories**, or **suppliers**:

* Select specific departments, categories, or suppliers
* Click **All** to select all

12. If you selected **Item filter**:
    1. Click **Filter**.
    2. Use the **Filter** dialog options to identify the items.
    3. Click **OK**.
13. Select **Exclude inactive** to exclude inactive items.
14. Click **Next**.
15. Under **Order method**, select one of the following:

* Order items based on re-order information
* Order all items at a fixed quantity
* Order items that have recently sold

16. Under **Supplier selection**, select one of the following:

* Order from primary supplier
* Order from the lowest cost supplier

17. Click **Next**.
18. Click **Finish**.
19. Click **OK** to confirm that the worksheet(s) are created.
20. Double-click a worksheet or select a worksheet and click **Properties**.
21. On the **General** tab, confirm the Effective date / time and add any applicable **Notes**.
22. On the **Contents** tab, confirm that the list of items is accurate. If necessary, use **Add Row** and **Delete Row** to add or delete items from the list.

{% hint style="success" %}
You can control whether the Details pane is displayed or hidden on the Contents tab of this worksheet. The Details pane shows Ordering Guidance, Sales History, Order History, and KPI Data. The Details pane is hidden by default because it can improve worksheet performance. You control whether the Details pane is displayed or hidden in **File** | **Configuration**. Select or clear **Show details in PO Planner and Inventory Transfer worksheets by default**.
{% endhint %}

23. Do one of the following:

* For each item, update the purchase order information in the appropriate columns. To apply the same value to all rows in a column, right-click the value, select **Copy**, and then right-click anywhere in the column and select **Paste to All Rows**.
* Select a cell in an editable column and click **Formula** to set values based on a formula that you define. You can apply the formula to a cell or to an entire column.
* Import pricing information from an Excel spreadsheet. Refer to [**Use file export and import to update worksheets**](/central-manager/manage-store-inventory-using-worksheets/using-file-export-import-update.md) for more information.

24. Click **Details** and confirm the purchase order details. Enter additional information about the purchase order, as required, and click **OK**. You can edit the following fields:

* Requisitioner
* Confirming to
* Freight
* Ship via
* FOB point
* Terms
* Date required
* Remarks

25. (Optional) On the **Charges** tab, use **Add Row** and **Delete Row** to add or delete charges for the purchase order.
26. Do one of the following:

* Click **OK**. Your changes to the worksheet are saved but not approved.
* Click **Approve**. The worksheet is approved. The changes will be synchronized to the stores and the changes will come into effect on the effective date and time.

27. At the applicable store(s), open **Store Manager** and process the purchase order(s).
28. To check the worksheet processing status:
    1. Click **Worksheets**.
    2. Expand **Worksheets Status**.
    3. Click **340: PO Planner**.

{% hint style="info" %}
Once approved, the worksheet status will not change until the purchase order is received at the store. Worksheet processing time depends on the size of the worksheet. However, if you think the worksheet is taking too long to process, check that the worksheet processing service is running. To do this, click **Start** and type **Services** in the search field. In the Services window, scroll down to **RMH Worksheet Process** and click **Start Service** if the service is not running.
{% endhint %}

29. To acknowledge processed worksheets:
    1. Click **Worksheets**.
    2. Click **Acknowledge Worksheets**.
    3. Select a worksheet and click **Acknowledge**.


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