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Purchasing
Purchase Orders
Linking Orders to a Purchase Order
Linking Orders to a Purchase 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 ‘project’ of work) or when a Purchase Order is dependent on certain Purchase Orders being received first before it can progress within the business.

Locating this section in app:

  • Purchasing > Purchase Orders > select a Purchase Order > Linked Orders (in left side navigation bar) or

  • Supplier > select any Supplier > select any Purchase Order > Linked Orders (in left side navigation bar) or

  • Global Search to locate a Purchase Order > Linked Orders (in left side navigation bar)


Linked Order page features

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

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

🗒️ Note: the Close button will close the Order and save changes made.


Search and Filtering

  • Search Orders by Purchase 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 (Submitted Sales Order > Options > Purchase Products) from a Submitted Sales Order, the newly created Purchase Order will be automatically linked to the Sales Order, and the Sales Order automatically linked to the Purchase Order

  • If a Purchase Order is Linked to a Sales Order it will be be referenced in Workflow, Planner and in Delivery Scheduling.


Linked resources

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