Creating a purchase order from a sale

Purchases > Creating a purchase order from a sale

Creating a purchase order from a sale

If you want to order items to fulfill 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 center and click Sales Register. The Sales Register window appears.

2	Locate and select:

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

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

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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 vendor in the Vendor field. Note, if you have nominated a vendor for these items in the item setup, this vendor 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.

▪	Entering a purchase transaction

▪	Entering a sales transaction

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