Topics
TopicsSite ToolsSite Tools
When you create a sales quote or order, you record the items or services you intend to sell to a customer before you record the actual sale. At this point in the sales process, you may wish to purchase the items or services from a vendor to fulfill the sale.
To do this using MYOB AccountEdge, simply click the Create PO button in the sales quote or order window. The line items on the sales order/quote will be automatically transferred to a purchase order.
Note: This feature isn't available for Time Billing sales.
You can use the Create PO feature while you're creating an order/quote or after you've recorded an order/quote. You can also use the Sales Register window to choose an order/quote and use Create PO feature.
To complete the purchase order, you'll enter the vendor's name and enter the other details of the purchase.
The memo on the newly created purchase order will contain the name of the customer whose name is entered on the sales order/quote.
Step by step