21 Linking Sales to PO'sEnglishالعربيةfrançaisTagalogहिन्दी

Linking Sales to Purchase Orders

Can you create a Purchase Order specifically for a customer?

Method 1 (From a sales transaction) Recommended

Select the Sales Order button displayed within the Sales Tab. 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 provide one.

Select the date of the Sales Order if different to 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.

Save the order Re-open the order from the relevant list Select the "Smart Order" Button from the centre of the form. When prompted to "Create PO" select yes.

The created purchase order will now have all the transactional product details loaded as well as the customer name under the "Customer/Job" drop down.

Method 2 (From the Purchase Order)

Select Purchases tab from Main menu Then Purchase order button Enter the Company name (Supplier) who the goods are to be ordered from - if you choose to select this supplier to be the preferred supplier

Enter the Order Date Purchase Order Number defaults 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/ employee (if different from default)/ terms and Via Select the Product Number ordered - the system automatically puts the order into BO (back order) You can email or fax at this stage to place the order with the supplier To locate this purchase order you will find it in the BO button of purchase orders Enter Department Customer/Job if required enter comments by double clicking into field