Index

Purchases > Creating a purchase order from a sale
If you want to order items to fulfill a sale, you can create a purchase order using sales quote or sales order details that you have recorded.
To create a purchase order from a sale
1
Go to the Sales command center and click Sales Register. The Sales Register window appears.
a quote—click the Quotes tab and select the required quote
an order—click the Orders tab and select the required order.
3
Click Create PO. The Purchases window appears with the new purchase order displayed. The items you entered for the sale automatically appear as line items on the purchase order.
4
Select a vendor in the Vendor field. Note, if you have nominated a vendor for these items in the item setup, this vendor will appear by default.
6
Complete the purchase order as you normally would. For example, you may want to change the transaction date to today’s date, or add items to the order.
7
Click Record. The new purchase order is created and the original sales quote or order remains in the Sales Register window.
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