View source for 21. Linking Sales to PO's

= Overview =

'''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 the'''Purchase 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 on'''New''' 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'''.