Glance Card
Getting Started with Rundoo · Purchase Orders
Filtered Ordering
Generate a purchase order, then narrow it to just the aisle, brand, or sale you're buying for. It all happens under POS → Orders → New.
Filter the suggested list by
1
A part of the store
Buying for one aisle or section.
Department · Class · Fineline
2
A sale or group
Tag the products first, then filter.
Product tag
3
What's been moving
Or scope it to your primary vendor.
Last sale · vendor checkbox
Filter an order in 6 steps
- Open POS → Orders → New and pick a vendor.
- Click Generate order.
- Pick a method, then Review products.
- Click Filter and narrow by tag, department, class, fineline, or last sale.
- Adjust a quantity or drop a line you don't need.
- Click Generate order to build the focused PO.
Nothing's committed yet
Review, then create
Generate order shows the suggested list first. Filter and tweak freely. The PO is only built when you click Generate order on the review screen.
Works with every method: filtered ordering shows up whether you generate by Replenishment, Min & Max, or Predictive. Pick whichever you normally use for the vendor.
Primary vendor only: in the Generate order window, uncheck "Include products where this vendor is an additional vendor" to keep the list to products this vendor is your main source for.
You asked, we built it. This one came from a hardware store owner using Rundoo. Buy one aisle at a time, and keep the ideas coming.
Filter a suggested order down to just what you need. · rundocs.com