Overview
Selecting Purchase Products will create a Purchase Order directly from a Sales Order, with the Products already added or listed.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it 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
How to Purchase Products from a Sales Order
Ensure the Job/Order is not in Draft status
Go to
Options>Purchase ProductsTick the Products to include on the Purchase Order, edit quantities if required, and assign Supplier/s
Select
Create purchase(s)Confirm creation of the Purchase Order(s) in the pop-up prompt
Use the
View purchase(s)option to finalise the details and submit the Purchase Order(s), which will initially be in Draft status.
📝Notes:
An indication that a Purchase Order has already been created for each product will be displayed when you select
Options>Purchase Products, to help avoid creating duplicate Purchase Orders.
Group products from same supplier into single purchase order option:
Enabled: A single Purchase Order will be created for all Products with the same Supplier
Disabled: Each selected Product will be placed into a separate Purchase Order.
How to locate a Purchase Order create via Sales Order
Open the Sales Order the Purchase Order was created from
Select
Linked OrderstabPurchase Orders in Draft status (if not yet submitted) will be listed.
