Difference between revisions of "21. Linking Sales to PO's"
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Omer Farooq (Talk | contribs) (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...") |
Omer Farooq (Talk | contribs) |
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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. | ||
| − | '''Method 1''' | + | '''Method 1 - From a Sales Transaction''' |
* Select '''Sales''' Module. | * 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. | * 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. | * 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 Two - From Purchase Order''' | ||
Revision as of 18:54, 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 Two - From Purchase Order
