Overview
Linked Orders establishes a relationship between purchase orders, bills, and sales orders that belong together. This is useful for managing a project that spans multiple orders, or when a purchase order's progress depends on other orders being received or processed first.
👥 Access permissions
Only users with permission to access Purchasing can create or edit orders. Review user roles before granting access.
📍 Location in the app
Purchasing>Purchase Orders> select a purchase order >Linked OrderstabPurchasing>Suppliers> select a supplier > select a purchase order >Linked OrderstabGlobal Search > locate a purchase order >
Linked Orderstab
Key features
Purchase Order # and supplier name
The purchase order number and supplier name appear at the top of every Linked Orders page.
Action buttons
Each purchase order shows action buttons that vary depending on the order's current status. See Purchase Order Statuses and Action Buttons for the full reference.
Search
Search by order #, supplier, or customer name.
Filters
Order Type
Filter by order type to view all orders, only sales orders, or only purchase orders.
Statuses
Filter by status. Default sales order statuses:
Archived
Draft
Quote
Submitted
Delivered
Picked Up
Default purchase order statuses:
Archived
Draft
Submitted
Partially Received
Received
📝 Note
Selecting All displays every order, regardless of status.
Sort
Sort columns in ascending or descending order.
View
Set the maximum number of results displayed per page using the dropdown in the bottom-right corner. Use the arrows to navigate between pages.
📝 Note
The maximum number of results per page is 35.
Linking and Unlinking Orders
Link orders
Select
Link Orders.Tick the checkbox next to each order to link.
Click
Link Ordersto confirm.
Unlink orders
Tick the checkbox next to each order to unlink.
Click the Unlink icon.
📝 Note
When Purchase Products is used from a submitted sales order (
Options>Purchase Products), the newly created purchase order is automatically linked to the sales order, and vice versa.