Creating a purchase order from a sale

If you want to order items to fulfil a sale, you can create a purchase order using sales quote or sales order details that you have recorded.

To create a purchase order from a sale

1	Go to the Sales command centre and click Sales Register. The Sales Register window appears.

2	Locate and select:

n	a quote—click the Quotes tab and select the required quote

n	an order—click the Orders tab and select the required order.

3	Click Create PO. The Purchases window appears with the new purchase order displayed. The items you entered for the sale automatically appear as line items on the purchase order.

4	Select a supplier in the Supplier field. Note, if you have nominated a supplier for these items in the item setup, this supplier will appear by default.

5	Enter the cost of the items in the Price column.

6	Complete the purchase order as you normally would. For example, you may want to change the transaction date to today’s date, or add items to the order.

7	Click Record. The new purchase order is created and the original sales quote or order remains in the Sales Register window.

Related Topics

■	Entering a purchase transaction

■	Entering a sales transaction