Sales

To create a purchase order using a sales order or quote (Sales Register)

The Sales Register window - All Sales view should be displayed.

Note: This feature isn't available for Time Billing sales.

1. Select the Quotes or Orders tab.



2. To find quotes/orders for one customer, select Customer in the Search By field, then enter the customer's name in the second field.



3. Enter a date range in the Dated From field.



4. A list of sales will appear. Highlight the order/quote you want to convert to a purchase order.



5. Click the Create PO button. The line item(s) from the sales order/quote appear in the purchase order window.



6. Enter a vendor's name in the Vendor field.



7. Enter other details as needed to complete the purchase order.



8. Click Record.

Related topics

• Converting a sales quote or order to a purchase order
• To create a purchase order using a sales order or quote (Sales window)