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Linking Orders to a Sales Order
Linking Orders to a Sales Order

Link Sales and Purchase orders to establish relationships

Updated over a week ago

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 โ€˜projectโ€™ 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


Sales Order # and Customer name

Every page has the Sales Order # and Customer name at the top of the page.


Action buttons

Each Sales Order will also have Action buttons; these will differ depending on the stage the Order is at.

๐Ÿ—’๏ธ 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

Search by Order #, Supplier and Customer name.


Filters

Order Type

Organise Orders for either Sales or Purchases.

Select 2 Order Type, or select Sales to view Sales Orders exclusively, or select Purchase to view Purchase Orders exclusively.


Statuses

Select from Status (the six (6) default Sales Order statuses are listed below):

  • Archived

  • Draft

  • Quote

  • Submitted

  • Delivered

  • Picked Up


Select from Status (the six (6) default Purchase Order statuses are listed below):

  • Archived

  • Draft

  • Submitted

  • Partially Received

  • Received

๐Ÿ—’๏ธ Note: selecting All will display every single order.


Sort

Sort columns in either ascending or descending Order.


View

Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.

๐Ÿ—’๏ธ Note: maximum number of results that can be displayed per page is 35 results.


Linking and Unlinking Orders

Link Orders

  1. Select Link Orders.

  2. Use the checkbox align to the Order/s to select.

  3. Link Orders.


Unlink Orders

  1. Use checkbox to select Order/s you want to unlink.

  2. Select Unlink icon.


๐Ÿ—’๏ธ 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.

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