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.
Purchase Order action buttons explained.
🗒️ 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