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

Go to the Sales command center and click Sales Register. The Sales Register window appears.

Locate and select:

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a quote—click the Quotes tab and select the required quote

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an order—click the Orders tab and select the required order.

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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.

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.

Enter the cost of the items in the Price column.

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.

Click Record. The new purchase order is created and the original sales quote or order remains in the Sales Register window.