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

21. Linking Sales to PO's