Linked Orders overview
Linked Sales and Purchase Orders allows you to establish relationships between Sales and Purchases.
This is especially useful when dealing with a lot of related orders (i.e. a ‘project’ of work) or when a Sales Order is dependent on certain Purchase Orders being received first before it can progress within the business.
Locating this section in app:
Sales > Sales Orders > select any Sales Order > Linked Orders (in left side navigation bar) or
Customer > select any Customer > select any Sales Order > Linked Orders (in left side navigation bar) or
Global Search to locate an Order > Linked Orders (in left side navigation bar)
Linked Order page features
Every page has the Sales Order # and Customer name at the top of the page.
Each Sales Order will also have Action buttons; these will differ depending on the stage the Order is at.
Sales Order action buttons explained.
🗒️ Note: the Close button will close the Order and save changes made, but not push the Quote or Sales Order through to your accounting package.
Search and Filtering
Search Orders by Sales Order
Filter by Order Type: Sales or Purchase
Filter by Status
Linking and unlinking orders
Unlink Orders
Use checkbox to select Order/s you want to unlink, and select Unlink.
Link Orders
Select Link Orders, and search, filter, select Orders from the list and select Link Orders.
🗒️ Notes:
If Purchase Products is selected from a Submitted Sales Order (Submitted Sales Order > Options > Purchase Products), the newly created Purchase Order will be automatically linked to the Sales Order, and the Sales Order automatically linked to the Purchase Order
Linked Orders are visible in Workflow, Planner and in Delivery Scheduling.