25. Linking Sales to PO'sEnglishالعربيةfrançaisTagalogहिन्दी

Linking Sales to PO's

Linking Sales to PO's - Can you create a Purchase Order specifically for a customer?

There are Two Methods to create Purchase Order specifically for a customer.

Method 1 - From a Sales Transaction

• Select Sales Module.
• Select Sales Order button.
• Select the Customer Name from the drop down list; this will auto fill the Order To and Ship To fields.
• Add a P.O. Number if the Customer has provided.
• Select the Date of the Sales Order if different from the current date.
• Customer Terms will auto load from the Customer card. They can be changed at this point if required.
• Select a Due Date to indicate when the Customer expects delivery of the order.
• Browse product from the Name Column, and the Qty.
• Price and Amount will load automatically from the product card.
• Enter any comments.
• Select Save to close and save the Sales Order.
• Go to Sales Order Express List, select the Sales Order that you created now.
• Select Copy to Smart. This will open the Smart Order window.
• Select Preferred Supplier if it is not already defined for the product.
• Select Create PO's and tick Show. This will create and open thePurchase Order.
• The created Purchase Order will now have all the product details loaded as well as the customer name under the "Customer/Job" drop down.

Same way you can create a Smart Order directly from an Invoice.

Method 2 - From Purchase Order

• Select Purchases Module.
• Select Purchase Order button.
• Select Supplier Name.
• Enter the Order Date.
• Enter PO Number if different from default.
• Tick Ship To Customer or double click into the Ship To field and select the Company Shipping Address - To enter a new address click onNew and enter the address.
• Enter ETA Date
• Select Employee if different from default.
• Select Terms.
• Select Via which is for shipment mode.
• Select Product Name.
• Enter Ordered Quantity in Ordered column. The system automatically puts the order into BO (Back Order).
• You can email Purchase Order at this stage to place the order with the supplier.
• To locate this Purchase Order; Select BackOrders button in the Purchases Module, and select Purchase BO Express. In this Back Order list, double click the Purchase Order that you want to view.
• Enter Department.
• Enter Customer/Job if required.
• Enter Comments.
• Click Save.