Difference between revisions of "21. Linking Sales to PO's"
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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''' | ||
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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''' | ||
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| + | * 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'''. | ||
Latest revision as of 19:21, 31 August 2014
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 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.
