This is a part of the Purchase Orders feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release.


Purchase Order Templates allow Users to create memorized Purchase Orders for individual Vendors, which can then be scheduled to automatically recreate on the necessary day(s) each week. After adding all Vendor Items, Users have the ability to rearrange these items by simply dragging and dropping the items in the desired Sheet-to-Shelf order. Then, Users can print the Order Guide directly from that template to manually enter in order quantities.



Create a Purchase Order Template



To create a new Purchase Order Template, navigate to the Orders page; click the '+ Create' button in the top, right corner above the listing; and select 'Purchase Order Template'.


This will then open the Purchase Order Template sidesheet. Enter in the details of the Purchase Order and then ensure to save the template to add it to the 'Templates' tab.



1) Template Name - The name of the template

2) Location - The Location that will use the template

3) Vendor - The Vendor that is associated with this template. Click the Source Linkto view the Vendor record

4) Repeat Every - The day(s) this template should be manually used to create Purchase Orders

5) Purchase Day - The day selected as the day each week when this Purchase Order should be manually submitted to the Vendor

6) Consumption Days - The days outside the Purchase Day (#5) when the items purchased will be used and will need to last through

7) Buffer Days - The number of days after the Purchase Day that provide some leeway in submitting the Purchase Order. This is helpful to account for items that need to be thawed and/or marinated over a day or more. Set Buffer Days will then be added to the number of days' forecast to the end of the Suggestion Calculation to increase the suggested value

8) Search Bar - This will search the Item and Vendor Item columns for the string of characters entered


9) Selection Box - When an item is selected, this will display a 'Delete' button in the bottom, right corner of the Vendor Items listing. This enables the User to delete Vendor Items from the lusting in bulk



10) Item - The Purchased Item selected from the '+Add Item' button

11) Vendor Item - The Vendor Item product number from the Vendor

12) Storage Location - The Storage Location of the item at the listed Location

13) Unit of Measure - The item's Purchase Unit of Measure

  • Note: If this template is put in use for orders that are submitted via EDI, ensure the item's Purchase UofM is set to 'Case' or 'Each'

14) Quantity - The amount of the item that should be purchased. For a template, this column is typically left blank until the template is put in use

15) '+ Add Item' Button - This opens a footer menu where Purchased Items can be added to the Vendor Items listing. More details about this tab are explained below

16) Save - This will save the template and add it to the 'Templates' tab

17) Print - This will print the Purchase Order Template, which can be helpful to write down quantities before entering them into R365

18) Help Menu - This will open the Help Menu, which lists multiple resources to assist in creating a PO Template

19) Expand - This will expand the sidesheet to full screen 

20) Close - This will close the sidesheet without saving any changes made



Add Vendor Items


To add Vendor Items, the User will need to click the '+ Add Item' button in the Vendor Items listing. 



When adding Vendor Items, the User can search by Purchased Item Name in the 'Item' field or Vendor Item Number in the 'Vendor Item' field. 


If Purchased Item Name is searched, Purchase Items that are associated with Vendor Items will be displayed first in the drop-down listing. Once a Purchase Item is selected, select the correct Vendor Item Number.  


If Vendor Item is searched, the associated Purchase Item will auto-populate and does not need to be manually selected. 


Once the Purchase Item and Vendor Item have been selected, enter the Storage Location and Unit of Measure associated with the item. Quantity and Par Qty can be manually entered at this point but are not required.


  • Best Practice: Leave Quantity as zero to ensure that the amount being ordered is entered when the template is used. 
  • Note: Click here to learn how to map Vendor Items to their respective Purchased Item Records.



Edit an Existing Template


Editing an existing template is quite easy. Simply navigate to the 'Templates' tab and click into the desired template. The details of the template will open in a sidesheet where the necessary changes can be made. Ensure to save the sidesheet to apply the changes made to the template.



Deleting Vendor Items


Vendor Items can be deleted individually or in bulk from the Vendor Items listing.

  • Individually - Hover over the desired Item and click the delete iconat the end of the row


  • In Bulk - Select the desired Items and then click the 'Delete' button at the bottom of the listing