BadWolf4531
Fulfillment Expert
- Joined
- Jul 12, 2013
- Messages
- 422
I'm looking to clarify what current Best Practice is on Purchase Order transactions. My GSTL and I have conflicting opinions on this, and when we look on Workbench the information appears to be outdated.
Back in the day when a purchase order came through, the guest had to present a duplicate form; Target kept one copy, and the guest kept the other. It's my understanding that this practice changed a few years ago, and that the store no longer needs to keep a copy of the PO. I've worked in two stores that follow this practice, which is why I think the Workbench page I found is outdated (it still says to keep one copy of the purchase order form).
Where my GSTL and I disagree is this......
When I do a purchase order, I have the cashier ring up the items, I verify that the items meet the requirements listed on the PO and that the total does not exceed the PO amount. I then scan the barcode from the binder, type in the PO #, the guest signs on the card reader, and a normal receipt prints out for the guest, with tax and the 5% automatically deducted (the only POs that ever come through are from school corps). Done.
My GSTL tells me we have to ring up all PO transactions as Tax Exempt (meaning we have to K5 it and spend 2 extra minutes typing in all of the organization info first), before scanning the binder. This way, a Tax Exempt slip prints and we get credit for the tax exempt transaction.
This method seems redundant, since Target already has the organization info if they are already in the binder. Plus, the tax is still deducted automatically when it's a school corp. Any other GSTLs or GSAs able to clear this up for me?
Back in the day when a purchase order came through, the guest had to present a duplicate form; Target kept one copy, and the guest kept the other. It's my understanding that this practice changed a few years ago, and that the store no longer needs to keep a copy of the PO. I've worked in two stores that follow this practice, which is why I think the Workbench page I found is outdated (it still says to keep one copy of the purchase order form).
Where my GSTL and I disagree is this......
When I do a purchase order, I have the cashier ring up the items, I verify that the items meet the requirements listed on the PO and that the total does not exceed the PO amount. I then scan the barcode from the binder, type in the PO #, the guest signs on the card reader, and a normal receipt prints out for the guest, with tax and the 5% automatically deducted (the only POs that ever come through are from school corps). Done.
My GSTL tells me we have to ring up all PO transactions as Tax Exempt (meaning we have to K5 it and spend 2 extra minutes typing in all of the organization info first), before scanning the binder. This way, a Tax Exempt slip prints and we get credit for the tax exempt transaction.
This method seems redundant, since Target already has the organization info if they are already in the binder. Plus, the tax is still deducted automatically when it's a school corp. Any other GSTLs or GSAs able to clear this up for me?