Overview
Selecting Purchase Products on a sales order creates a new purchase order with the relevant line items and quantities already populated, removing the need to rebuild the order on the supplier side. Multiple purchase orders can be created in one step, grouped by supplier if needed.
👥 Access Permissions
Only users with permission to access Sales Orders can purchase products from a sales order. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a sales order >
OptionsSales>Sales Orders> select a sales order >OptionsSales>Customers> select a customer > search and select a sales order >Options
Purchase products from a sales order
Ensure the job or order is not in Draft status.
Go to
Options>Purchase Products.Tick the products to include on the purchase order, edit quantities if required, and assign a supplier to each.
Select
Create purchase(s).Confirm creation in the pop-up prompt.
The new purchase order(s) are created in Draft status. Use
View purchase(s)to open them, finalise the details, and submit.
📝Notes
Products that already have a purchase order created from this sales order are flagged when
Options>Purchase Productsis selected, to help avoid creating duplicates.
Group products from same supplier into single purchase order:
Enabled: A single purchase order is created for all products that share the same supplier.
Disabled: Each selected product is placed in its own separate purchase order.
Locate a purchase order created from a sales order
Open the sales order the purchase order was created from.
Select the
Linked Orderstab. Purchase orders created from this sales order appear in the list in Draft status, ready for further edits before submission.