21. Linking Sales to PO's - Revision history

Omer Farooq: /* Overview */

2014-08-31T08:21:11Z

‎Overview

Omer Farooq: /* Overview */

2014-08-31T08:20:57Z

‎Overview

Omer Farooq at 08:19, 31 August 2014

2014-08-31T08:19:32Z

Omer Farooq at 07:54, 31 August 2014

2014-08-31T07:54:07Z

Omer Farooq: Created page with "= 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 Pu..."

2014-08-31T07:11:30Z

Created page with "= 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 Pu..."

New page

= 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'''

* 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.

← Older revision		Revision as of 08:21, 31 August 2014
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	There are '''Two Methods''' to create Purchase Order specifically for a customer.		There are '''Two Methods''' to create Purchase Order specifically for a customer.
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	'''Method 1 - From a Sales Transaction'''		'''Method 1 - From a Sales Transaction'''

← Older revision		Revision as of 08:20, 31 August 2014
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	'''Same way you can create a Smart Order directly from an Invoice'''.		'''Same way you can create a Smart Order directly from an Invoice'''.
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	'''Method 2 - From Purchase Order'''		'''Method 2 - From Purchase Order'''

← Older revision		Revision as of 08:19, 31 August 2014
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	'''Same way you can create a Smart Order directly from an Invoice'''.		'''Same way you can create a Smart Order directly from an Invoice'''.

−	'''Method ~~Two~~ - From Purchase Order'''	+	'''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'''.

@@ Line 7: / Line 7: @@
 There are '''Two Methods''' to create Purchase Order specifically for a customer.
-'''Method 1'''
+'''Method 1 - From a Sales Transaction'''
 * Select '''Sales''' Module.
@@ Line 16: / Line 16: @@
 * 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.