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Managing Purchase Orders

This course will teach you how to manage, create, and send your purchase orders using Galley.

Whether you are purchasing for your upcoming menus or creating one-off purchase orders, there are a few things to know about generating and sending Purchase Orders (POs) in Galley. 

All of your purchase orders can be accessed through the Purchase Orders tab in the navigation bar. The catalog is sortable and filterable to efficiently see any current or past POs. Access filters by selecting the Filters button under "Purchase Orders". You can sort the catalog by any column value (e.g. Vendor, Date, Delivery Location, etc) by selecting the column header. You can also bulk export POs from the catalog by selecting the bubbles next to the ones you want to export, and choosing either Print or Export from the toolbar at the bottom of the page. 

purchaseOrder

Though most POs are created through menu-based purchasing, you can always create one-off purchase orders for any location and vendor by selecting the +.  

purchaseOrders

You can click into any purchase order to see all the items being ordered. Each PO is vendor-specific, and you can see the vendor, delivery location, and delivery date at the top of the page.

For each item included in the PO, you will also see the Galley ingredient linked to the vendor item, SKU, Cost Per Unit and the total quantity

You can delete items from a PO by clicking the 'X' at the end of each row. New items can be added by searching for them in the ITEMS dropdown. The search results will only show vendor items sold by that vendor, so you don't have to worry about incorrect purchasing. 

Through the Actions dropdown in the top righthand corner, you can export each purchase order as either a CSV or PDF. The settings for the PDF can be configured to only include the information you want in the export. 

Once a PO has been exported and sent off to a vendor, you can mark the PO as "Sent" so the rest of your team knows that the order has been placed. Old POs that have been fulfilled can be marked as "Archived".